Carson Wealth (CWM LLC)
LUNG icon

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% 4131
2022
Q3 		$0 Hold
9
– – ﹤0.01% 4074
2022
Q2 		$0 Buy
+9
New +$185 ﹤0.01% 3975
2022
Q1 		– Sell
-5
Closed – – 3726
2021
Q4 		$0 Buy
+5
New +$183 ﹤0.01% 3590

Other funds holding LUNG

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
ECM
ExodusPoint Capital Management New York $10.1B AUM 30.13% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return