Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Puma Biotechnology PBYI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PBYI Stock Details PBYI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$97.5K Buy
15,263
+2,450
+19% +$15.8K ﹤0.01% 3295
2025
Q4 		$76K Buy
12,813
+3,893
+44% +$20.7K ﹤0.01% 3291
2025
Q3 		$47K Sell
8,920
-542
-6% -$2.3K ﹤0.01% 3584
2025
Q2 		$32K Buy
9,462
+6,450
+214% +$20.6K ﹤0.01% 3617
2025
Q1 		$9K Buy
3,012
+1,913
+174% +$5.99K ﹤0.01% 4172
2024
Q4 		$3K Buy
1,099
+853
+347% +$2.48K ﹤0.01% 4443
2024
Q3 		$1K Sell
246
-254
-51% -$769 ﹤0.01% 4668
2024
Q2 		$2K Buy
+500
New +$2.19K ﹤0.01% 4248
2022
Q2 		– Sell
-57
Closed – – 4023
2022
Q1 		$0 Buy
+57
New +$147 ﹤0.01% 3781

Other funds holding PBYI

ACA
Acorn Capital Advisors New York $366M AUM 474.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Puma Biotechnology (PBYI) stake by 19% in Q1 2026, buying an estimated $15.8K and bringing the position to 15,263 shares worth $97.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3295.

Carson Wealth (CWM LLC) first reported a position in PBYI in Q1 2022 and has held it in 9 quarters since. 157 funds tracked by Wall St. Rank hold PBYI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 15,263 shares of Puma Biotechnology worth $97.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,450 Puma Biotechnology shares in Q1 2026, an estimated $15.8K.
  • Puma Biotechnology made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3295 holding.
  • Carson Wealth (CWM LLC) first reported a position in Puma Biotechnology in Q1 2022 and has held it in 9 quarters since.
  • 157 funds tracked by Wall St. Rank held Puma Biotechnology as of Q1 2026.

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