Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Pulmonx LUNG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LUNG Stock Details LUNG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$22.9K Buy
17,719
+13,889
+363% +$22.9K ﹤0.01% 4324
2025
Q4 		$8K Buy
3,830
+2,353
+159% +$4.42K ﹤0.01% 4648
2025
Q3 		$2K Sell
1,477
-558
-27% -$1.17K ﹤0.01% 5016
2025
Q2 		$5K Buy
2,035
+886
+77% +$3.5K ﹤0.01% 4626
2025
Q1 		$8K Buy
1,149
+332
+41% +$2.35K ﹤0.01% 4222
2024
Q4 		$6K Sell
817
-54
-6% -$356 ﹤0.01% 4125
2024
Q3 		$7K Buy
871
+771
+771% +$5.58K ﹤0.01% 3952
2024
Q2 		$1K Buy
100
+36
+56% +$277 ﹤0.01% 4413
2024
Q1 		$1K Sell
64
-7
-10% -$82 ﹤0.01% 4161
2023
Q4 		$1K Buy
71
+20
+39% +$208 ﹤0.01% 3977
2023
Q3 		$1K Hold
51
– – ﹤0.01% 4013
2023
Q2 		$1K Hold
51
– – ﹤0.01% 3995
2023
Q1 		$1K Hold
51
– – ﹤0.01% 3867
2022
Q4 		$0 Buy
51
+42
+467% +$399 ﹤0.01% 4130
2022
Q3 		$0 Hold
9
– – ﹤0.01% 4074
2022
Q2 		$0 Buy
+9
New +$185 ﹤0.01% 3975
2022
Q1 		– Sell
-5
Closed – – 3723
2021
Q4 		$0 Buy
+5
New +$183 ﹤0.01% 3588

Other funds holding LUNG

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ECM
ExodusPoint Capital Management New York $15.5B AUM 38.81% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Pulmonx (LUNG) stake by 363% in Q1 2026, buying an estimated $22.9K and bringing the position to 17,719 shares worth $22.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4324.

Carson Wealth (CWM LLC) first reported a position in LUNG in Q4 2021 and has held it in 17 quarters since. 114 funds tracked by Wall St. Rank hold LUNG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 17,719 shares of Pulmonx worth $22.9K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 13,889 Pulmonx shares in Q1 2026, an estimated $22.9K.
  • Pulmonx made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4324 holding.
  • Carson Wealth (CWM LLC) first reported a position in Pulmonx in Q4 2021 and has held it in 17 quarters since.
  • 114 funds tracked by Wall St. Rank held Pulmonx as of Q1 2026.

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