Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Lineage Cell Therapeutics LCTX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LCTX Stock Details LCTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.68K Sell
2,329
-86
-4% -$145 ﹤0.01% 5134
2025
Q4 		$4K Sell
2,415
-125
-5% -$216 ﹤0.01% 4899
2025
Q3 		$4K Sell
2,540
-16,028
-86% -$19K ﹤0.01% 4823
2025
Q2 		$17K Buy
18,568
+14,129
+318% +$8.38K ﹤0.01% 4005
2025
Q1 		$2K Buy
4,439
+2,681
+153% +$1.57K ﹤0.01% 4773
2024
Q4 		$1K Sell
1,758
-528
-23% -$388 ﹤0.01% 4736
2024
Q3 		$2K Buy
2,286
+643
+39% +$596 ﹤0.01% 4414
2024
Q2 		$2K Buy
1,643
+130
+9% +$144 ﹤0.01% 4226
2024
Q1 		$2K Buy
+1,513
New +$1.72K ﹤0.01% 4001
2022
Q1 		– Sell
-35
Closed – – 3710
2021
Q4 		$0 Buy
+35
New +$82 ﹤0.01% 3579
2019
Q1 		– Sell
-15,200
Closed -$14K – 3135
2018
Q4 		$14K Sell
15,200
-2,174
-13% -$3.33K ﹤0.01% 1232
2018
Q3 		$36K Hold
17,374
– – ﹤0.01% 819
2018
Q2 		$31K Buy
+17,374
New +$35K ﹤0.01% 737

Other funds holding LCTX

BC
Broadwood Capital New York $1.42B AUM 34.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DC
Defender Capital Charlotte, North Carolina $308M AUM 4.52% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
RA
Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Lineage Cell Therapeutics (LCTX) stake by 3.6% in Q1 2026, selling an estimated $145 and leaving 2,329 shares worth $3.68K. The position accounts for ﹤0.01% of the portfolio, ranked #5134.

Carson Wealth (CWM LLC) first reported a position in LCTX in Q2 2018 and has held it in 13 quarters since. The position peaked at $36K in Q3 2018. 130 funds tracked by Wall St. Rank hold LCTX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,329 shares of Lineage Cell Therapeutics worth $3.68K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 86 Lineage Cell Therapeutics shares in Q1 2026, an estimated $145.
  • Lineage Cell Therapeutics made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5134 holding.
  • Carson Wealth (CWM LLC) first reported a position in Lineage Cell Therapeutics in Q2 2018 and has held it in 13 quarters since.
  • Carson Wealth (CWM LLC)'s Lineage Cell Therapeutics position peaked at $36K in Q3 2018.
  • 130 funds tracked by Wall St. Rank held Lineage Cell Therapeutics as of Q1 2026.

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