Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Vir Biotechnology VIR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VIR Stock Details VIR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$337K Buy
37,645
+28,841
+328% +$230K ﹤0.01% 2306
2025
Q4 		$53K Buy
8,804
+1,646
+23% +$9.8K ﹤0.01% 3567
2025
Q3 		$41K Sell
7,158
-8,780
-55% -$44.9K ﹤0.01% 3686
2025
Q2 		$80K Sell
15,938
-1,616
-9% -$8.66K ﹤0.01% 2907
2025
Q1 		$114K Buy
17,554
+16,161
+1,160% +$144K ﹤0.01% 2331
2024
Q4 		$10K Sell
1,393
-186
-12% -$1.47K ﹤0.01% 3895
2024
Q3 		$12K Sell
1,579
-649
-29% -$5.64K ﹤0.01% 3706
2024
Q2 		$20K Buy
2,228
+9
+0.4% +$86 ﹤0.01% 3124
2024
Q1 		$22K Buy
2,219
+408
+23% +$4.16K ﹤0.01% 2846
2023
Q4 		$18K Sell
1,811
-5,677
-76% -$51.9K ﹤0.01% 2856
2023
Q3 		$70K Buy
7,488
+6,726
+883% +$95.9K ﹤0.01% 1870
2023
Q2 		$19K Buy
762
+135
+22% +$3.39K ﹤0.01% 2699
2023
Q1 		$15K Buy
627
+163
+35% +$4.17K ﹤0.01% 2717
2022
Q4 		$12K Buy
464
+259
+126% +$6.35K ﹤0.01% 2724
2022
Q3 		$4K Sell
205
-150
-42% -$3.81K ﹤0.01% 3229
2022
Q2 		$9K Buy
+355
New +$8.29K ﹤0.01% 2672
2022
Q1 		– Sell
-61
Closed -$3K – 3888
2021
Q4 		$3K Buy
+61
New +$2.39K ﹤0.01% 3048

Other funds holding VIR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AVM
Arch Venture Management Chicago, Illinois $1.1B AUM 356.62% 1-Year Est. Return
SIAU
SB Investment Advisers (UK) London, United Kingdom $7.66B AUM 20.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GP
GSK plc London $602M AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ACM
ADAR1 Capital Management Austin, Texas $2.19B AUM 374.99% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Vir Biotechnology (VIR) stake by 328% in Q1 2026, buying an estimated $230K and bringing the position to 37,645 shares worth $337K. The position accounts for ﹤0.01% of the portfolio, ranked #2306.

Carson Wealth (CWM LLC) first reported a position in VIR in Q4 2021 and has held it in 17 quarters since. 251 funds tracked by Wall St. Rank hold VIR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 37,645 shares of Vir Biotechnology worth $337K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 28,841 Vir Biotechnology shares in Q1 2026, an estimated $230K.
  • Vir Biotechnology made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2306 holding.
  • Carson Wealth (CWM LLC) first reported a position in Vir Biotechnology in Q4 2021 and has held it in 17 quarters since.
  • 251 funds tracked by Wall St. Rank held Vir Biotechnology as of Q1 2026.

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