Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Summit Therapeutics SMMT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SMMT Stock Details SMMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$21.4K Buy
1,131
+836
+283% +$13.5K ﹤0.01% 4367
2025
Q4 		$5K Buy
295
+172
+140% +$3.24K ﹤0.01% 4844
2025
Q3 		$3K Buy
123
+8
+7% +$194 ﹤0.01% 4940
2025
Q2 		$2K Sell
115
-1,556
-93% -$35.5K ﹤0.01% 4926
2025
Q1 		$32K Buy
1,671
+1,624
+3,455% +$32.6K ﹤0.01% 3343
2024
Q4 		$1K Buy
47
+5
+12% +$97 ﹤0.01% 4803
2024
Q3 		$1K Buy
42
+31
+282% +$434 ﹤0.01% 4710
2024
Q2 		$0 Buy
11
+5
+83% +$27 ﹤0.01% 4910
2024
Q1 		$0 Buy
+6
New +$24 ﹤0.01% 4713

Other funds holding SMMT

BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 SMMT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Summit Therapeutics (SMMT) stake by 283% in Q1 2026, buying an estimated $13.5K and bringing the position to 1,131 shares worth $21.4K. The position accounts for ﹤0.01% of the portfolio, ranked #4367.

Carson Wealth (CWM LLC) first reported a position in SMMT in Q1 2024 and has held it in 9 quarters since. The position peaked at $32K in Q1 2025. 222 funds tracked by Wall St. Rank hold SMMT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,131 shares of Summit Therapeutics worth $21.4K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 836 Summit Therapeutics shares in Q1 2026, an estimated $13.5K.
  • Summit Therapeutics made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4367 holding.
  • Carson Wealth (CWM LLC) first reported a position in Summit Therapeutics in Q1 2024 and has held it in 9 quarters since.
  • Carson Wealth (CWM LLC)'s Summit Therapeutics position peaked at $32K in Q1 2025.
  • 222 funds tracked by Wall St. Rank held Summit Therapeutics as of Q1 2026.

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