Carson Wealth (CWM LLC)
LXEO icon

Carson Wealth (CWM LLC)’s Lexeo Therapeutics LXEO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LXEO Stock Details LXEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$105K Sell
18,317
-636
-3% -$4.51K ﹤0.01% 3222
2025
Q4 		$188K Buy
18,953
+89
+0.5% +$812 ﹤0.01% 2628
2025
Q3 		$125K Buy
18,864
+8,513
+82% +$41.2K ﹤0.01% 2804
2025
Q2 		$42K Buy
10,351
+6,216
+150% +$20.4K ﹤0.01% 3418
2025
Q1 		$14K Buy
4,135
+3,350
+427% +$14.8K ﹤0.01% 3916
2024
Q4 		$5K Buy
785
+775
+7,750% +$6.1K ﹤0.01% 4218
2024
Q3 		$0 Sell
10
-6
-38% -$72 ﹤0.01% 5000
2024
Q2 		$0 Buy
+16
New +$232 ﹤0.01% 4777

Other funds holding LXEO

PBA
Paradigm Biocapital Advisors New York $4.89B AUM 251.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AAA
Affinity Asset Advisors New York $1.94B AUM 374.45% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VPC
Vestal Point Capital New York $3.58B AUM 189.12% 1-Year Est. Return
FLSM
Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Lexeo Therapeutics (LXEO) stake by 3.4% in Q1 2026, selling an estimated $4.51K and leaving 18,317 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #3222.

Carson Wealth (CWM LLC) first reported a position in LXEO in Q2 2024 and has held it in 8 quarters since. The position peaked at $188K in Q4 2025. 139 funds tracked by Wall St. Rank hold LXEO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 18,317 shares of Lexeo Therapeutics worth $105K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 636 Lexeo Therapeutics shares in Q1 2026, an estimated $4.51K.
  • Lexeo Therapeutics made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3222 holding.
  • Carson Wealth (CWM LLC) first reported a position in Lexeo Therapeutics in Q2 2024 and has held it in 8 quarters since.
  • Carson Wealth (CWM LLC)'s Lexeo Therapeutics position peaked at $188K in Q4 2025.
  • 139 funds tracked by Wall St. Rank held Lexeo Therapeutics as of Q1 2026.

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