Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Lyell Immunopharma LYEL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LYEL Stock Details LYEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$40 Sell
2
-18
-90% -$421 ﹤0.01% 5611
2025
Q4 		$1K Sell
20
-22
-52% -$492 ﹤0.01% 5249
2025
Q3 		$1K Sell
42
-373
-90% -$4.26K ﹤0.01% 5150
2025
Q2 		$4K Sell
415
-163
-28% -$1.49K ﹤0.01% 4690
2025
Q1 		$6K Buy
578
+454
+366% +$5.56K ﹤0.01% 4378
2024
Q4 		$2K Sell
124
-34
-22% -$674 ﹤0.01% 4560
2024
Q3 		$4K Buy
158
+142
+888% +$4.17K ﹤0.01% 4192
2024
Q2 		$0 Buy
16
+8
+100% +$381 ﹤0.01% 4779
2024
Q1 		$0 Buy
8
+1
+14% +$43 ﹤0.01% 4554
2023
Q4 		$0 Hold
7
– – ﹤0.01% 4360
2023
Q3 		$0 Buy
+7
New +$332 ﹤0.01% 4376

Other funds holding LYEL

AVM
Arch Venture Management Chicago, Illinois $1.1B AUM 356.62% 1-Year Est. Return
GP
GSK plc London $602M AUM
FCMI
Foresite Capital Management IV Larkspur, California $290M AUM 143.88% 1-Year Est. Return
OPL
Orland Properties Ltd Road Town, Tortola, British Virgin Islands $202M AUM 2.79% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DC
Decheng Capital Menlo Park, California $732M AUM 275.56% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
FCMV
Foresite Capital Management V Larkspur, California $362M AUM 386.37% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Lyell Immunopharma (LYEL) stake by 90% in Q1 2026, selling an estimated $421 and leaving 2 shares worth $40. The position accounts for ﹤0.01% of the portfolio, ranked #5611.

Carson Wealth (CWM LLC) first reported a position in LYEL in Q3 2023 and has held it in 11 quarters since. The position peaked at $6K in Q1 2025. 74 funds tracked by Wall St. Rank hold LYEL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2 shares of Lyell Immunopharma worth $40 as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 18 Lyell Immunopharma shares in Q1 2026, an estimated $421.
  • Lyell Immunopharma made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5611 holding.
  • Carson Wealth (CWM LLC) first reported a position in Lyell Immunopharma in Q3 2023 and has held it in 11 quarters since.
  • Carson Wealth (CWM LLC)'s Lyell Immunopharma position peaked at $6K in Q1 2025.
  • 74 funds tracked by Wall St. Rank held Lyell Immunopharma as of Q1 2026.

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