Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Theravance Biopharma TBPH Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TBPH Stock Details TBPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$23.6K Buy
1,456
+183
+14% +$3.24K ﹤0.01% 4310
2025
Q4 		$24K Buy
1,273
+196
+18% +$3.25K ﹤0.01% 4076
2025
Q3 		$16K Buy
1,077
+345
+47% +$4.36K ﹤0.01% 4253
2025
Q2 		$8K Buy
732
+256
+54% +$2.49K ﹤0.01% 4413
2025
Q1 		$4K Buy
476
+114
+31% +$1.06K ﹤0.01% 4572
2024
Q4 		$3K Sell
362
-1,257
-78% -$11.4K ﹤0.01% 4457
2024
Q3 		$13K Sell
1,619
-206
-11% -$1.78K ﹤0.01% 3646
2024
Q2 		$15K Buy
1,825
+889
+95% +$8.02K ﹤0.01% 3317
2024
Q1 		$8K Buy
936
+911
+3,644% +$8.44K ﹤0.01% 3472
2023
Q4 		$0 Buy
25
+3
+14% +$30 ﹤0.01% 4504
2023
Q3 		$0 Buy
+22
New +$212 ﹤0.01% 4521

Other funds holding TBPH

MAP
Madison Avenue Partners New York $2.32B AUM 132.6% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $9.54B AUM 55.06% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ICM
Irenic Capital Management New York $2.08B AUM 19.87% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Theravance Biopharma (TBPH) stake by 14% in Q1 2026, buying an estimated $3.24K and bringing the position to 1,456 shares worth $23.6K. The position accounts for ﹤0.01% of the portfolio, ranked #4310.

Carson Wealth (CWM LLC) first reported a position in TBPH in Q3 2023 and has held it in 11 quarters since. The position peaked at $24K in Q4 2025. 173 funds tracked by Wall St. Rank hold TBPH as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,456 shares of Theravance Biopharma worth $23.6K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 183 Theravance Biopharma shares in Q1 2026, an estimated $3.24K.
  • Theravance Biopharma made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4310 holding.
  • Carson Wealth (CWM LLC) first reported a position in Theravance Biopharma in Q3 2023 and has held it in 11 quarters since.
  • Carson Wealth (CWM LLC)'s Theravance Biopharma position peaked at $24K in Q4 2025.
  • 173 funds tracked by Wall St. Rank held Theravance Biopharma as of Q1 2026.

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