Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Legend Biotech LEGN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LEGN Stock Details LEGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$32.9K Buy
1,817
+1,788
+6,166% +$34.1K ﹤0.01% 4096
2025
Q4 		$1K Sell
29
-265
-90% -$7.59K ﹤0.01% 5244
2025
Q3 		$10K Buy
294
+20
+7% +$738 ﹤0.01% 4479
2025
Q2 		$10K Buy
274
+69
+34% +$2.24K ﹤0.01% 4299
2025
Q1 		$7K Buy
205
+41
+25% +$1.47K ﹤0.01% 4295
2024
Q4 		$5K Sell
164
-275
-63% -$11.4K ﹤0.01% 4216
2024
Q3 		$21K Buy
439
+83
+23% +$4.42K ﹤0.01% 3323
2024
Q2 		$16K Buy
356
+133
+60% +$6.13K ﹤0.01% 3268
2024
Q1 		$13K Buy
223
+103
+86% +$6.21K ﹤0.01% 3187
2023
Q4 		$7K Sell
120
-121
-50% -$7.67K ﹤0.01% 3353
2023
Q3 		$16K Buy
241
+22
+10% +$1.53K ﹤0.01% 2836
2023
Q2 		$15K Buy
219
+15
+7% +$980 ﹤0.01% 2820
2023
Q1 		$10K Buy
204
+100
+96% +$4.89K ﹤0.01% 2950
2022
Q4 		$5K Buy
104
+43
+70% +$2.08K ﹤0.01% 3192
2022
Q3 		$2K Buy
+61
New +$2.86K ﹤0.01% 3487
2022
Q1 		– Sell
-10
Closed – – 3712
2021
Q4 		$0 Buy
+10
New +$507 ﹤0.01% 3581

Other funds holding LEGN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return
HA
HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
FBIL
First Beijing Investment Ltd Hong Kong $2.32B AUM 8.06% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Legend Biotech (LEGN) stake by 6,166% in Q1 2026, buying an estimated $34.1K and bringing the position to 1,817 shares worth $32.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4096.

Carson Wealth (CWM LLC) first reported a position in LEGN in Q4 2021 and has held it in 16 quarters since. 189 funds tracked by Wall St. Rank hold LEGN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,817 shares of Legend Biotech worth $32.9K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,788 Legend Biotech shares in Q1 2026, an estimated $34.1K.
  • Legend Biotech made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4096 holding.
  • Carson Wealth (CWM LLC) first reported a position in Legend Biotech in Q4 2021 and has held it in 16 quarters since.
  • 189 funds tracked by Wall St. Rank held Legend Biotech as of Q1 2026.

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