Carson Wealth (CWM LLC)
INSM icon

Carson Wealth (CWM LLC)’s Insmed INSM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio INSM Stock Details INSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$694K Sell
4,244
-103
-2% -$15.8K ﹤0.01% 1790
2025
Q4 		$757K Buy
4,347
+1,892
+77% +$345K ﹤0.01% 1661
2025
Q3 		$354K Buy
2,455
+724
+42% +$88.7K ﹤0.01% 1998
2025
Q2 		$174K Sell
1,731
-321
-16% -$24.5K ﹤0.01% 2294
2025
Q1 		$157K Buy
2,052
+404
+25% +$30.9K ﹤0.01% 2081
2024
Q4 		$114K Buy
1,648
+198
+14% +$14.3K ﹤0.01% 2198
2024
Q3 		$106K Sell
1,450
-120
-8% -$8.86K ﹤0.01% 2164
2024
Q2 		$105K Buy
1,570
+155
+11% +$6.01K ﹤0.01% 1949
2024
Q1 		$38K Buy
1,415
+14
+1% +$392 ﹤0.01% 2478
2023
Q4 		$43K Sell
1,401
-38
-3% -$985 ﹤0.01% 2270
2023
Q3 		$36K Buy
1,439
+44
+3% +$1.01K ﹤0.01% 2284
2023
Q2 		$29K Sell
1,395
-214
-13% -$4.06K ﹤0.01% 2393
2023
Q1 		$27K Buy
1,609
+65
+4% +$1.26K ﹤0.01% 2293
2022
Q4 		$31K Buy
1,544
+1,337
+646% +$25.8K ﹤0.01% 2059
2022
Q3 		$4K Buy
207
+51
+33% +$1.22K ﹤0.01% 3179
2022
Q2 		$3K Buy
156
+24
+18% +$503 ﹤0.01% 3203
2022
Q1 		$3K Buy
132
+118
+843% +$2.74K ﹤0.01% 3040
2021
Q4 		$0 Buy
+14
New +$400 ﹤0.01% 3561

Other funds holding INSM

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DGM
Darwin Global Management St. Helier, Jersey $3.76B AUM 342.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Carson Wealth (CWM LLC)'s INSM Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Insmed (INSM) stake by 2.4% in Q1 2026, selling an estimated $15.8K and leaving 4,244 shares worth $694K. The position accounts for ﹤0.01% of the portfolio, ranked #1790.

Carson Wealth (CWM LLC) first reported a position in INSM in Q4 2021 and has held it in 18 quarters since. The position peaked at $757K in Q4 2025. 673 funds tracked by Wall St. Rank hold INSM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,244 shares of Insmed worth $694K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 103 Insmed shares in Q1 2026, an estimated $15.8K.
  • Insmed made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1790 holding.
  • Carson Wealth (CWM LLC) first reported a position in Insmed in Q4 2021 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s Insmed position peaked at $757K in Q4 2025.
  • 673 funds tracked by Wall St. Rank held Insmed as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.