Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Pacific Biosciences PACB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PACB Stock Details PACB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$71K Buy
53,794
+47,591
+767% +$85.1K ﹤0.01% 3537
2025
Q4 		$12K Buy
6,203
+2,063
+50% +$3.96K ﹤0.01% 4469
2025
Q3 		$5K Buy
4,140
+1,865
+82% +$2.53K ﹤0.01% 4747
2025
Q2 		$3K Buy
2,275
+765
+51% +$883 ﹤0.01% 4796
2025
Q1 		$2K Sell
1,510
-491
-25% -$753 ﹤0.01% 4794
2024
Q4 		$4K Buy
2,001
+1,880
+1,554% +$3.67K ﹤0.01% 4343
2024
Q3 		$0 Sell
121
-1,246
-91% -$2.05K ﹤0.01% 5060
2024
Q2 		$2K Buy
1,367
+1,338
+4,614% +$2.7K ﹤0.01% 4245
2024
Q1 		$0 Sell
29
-161
-85% -$943 ﹤0.01% 4630
2023
Q4 		$2K Sell
190
-133
-41% -$1.09K ﹤0.01% 3828
2023
Q3 		$3K Buy
323
+93
+40% +$1.06K ﹤0.01% 3693
2023
Q2 		$3K Buy
230
+28
+14% +$340 ﹤0.01% 3675
2023
Q1 		$2K Buy
202
+82
+68% +$815 ﹤0.01% 3684
2022
Q4 		$1K Buy
+120
New +$1.03K ﹤0.01% 3804
2022
Q2 		– Sell
-17
Closed – – 4020
2022
Q1 		$0 Sell
17
-2
-11% -$23 ﹤0.01% 3776
2021
Q4 		$0 Buy
+19
New +$459 ﹤0.01% 3608

Other funds holding PACB

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Pacific Biosciences (PACB) stake by 767% in Q1 2026, buying an estimated $85.1K and bringing the position to 53,794 shares worth $71K. The position accounts for ﹤0.01% of the portfolio, ranked #3537.

Carson Wealth (CWM LLC) first reported a position in PACB in Q4 2021 and has held it in 16 quarters since. 229 funds tracked by Wall St. Rank hold PACB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 53,794 shares of Pacific Biosciences worth $71K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 47,591 Pacific Biosciences shares in Q1 2026, an estimated $85.1K.
  • Pacific Biosciences made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3537 holding.
  • Carson Wealth (CWM LLC) first reported a position in Pacific Biosciences in Q4 2021 and has held it in 16 quarters since.
  • 229 funds tracked by Wall St. Rank held Pacific Biosciences as of Q1 2026.

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