Carson Wealth (CWM LLC)’s Vertex Pharmaceuticals VRTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.84M | Buy |
8,609
+1,266
| +17% | +$590K | 0.01% | 923 |
|
|
2025
Q4 | $3.33M | Buy |
7,343
+1,401
| +24% | +$604K | 0.01% | 948 |
|
|
2025
Q3 | $2.33M | Sell |
5,942
-966
| -14% | -$404K | 0.01% | 1026 |
|
|
2025
Q2 | $3.08M | Sell |
6,908
-776
| -10% | -$358K | 0.01% | 772 |
|
|
2025
Q1 | $3.73M | Buy |
7,684
+1,403
| +22% | +$654K | 0.01% | 611 |
|
|
2024
Q4 | $2.53M | Sell |
6,281
-96
| -2% | -$44.5K | 0.01% | 693 |
|
|
2024
Q3 | $2.97M | Sell |
6,377
-37
| -0.6% | -$17.8K | 0.01% | 583 |
|
|
2024
Q2 | $3.01M | Buy |
6,414
+374
| +6% | +$162K | 0.01% | 536 |
|
|
2024
Q1 | $2.52M | Buy |
6,040
+475
| +9% | +$201K | 0.01% | 563 |
|
|
2023
Q4 | $2.26M | Buy |
5,565
+190
| +4% | +$70.2K | 0.01% | 552 |
|
|
2023
Q3 | $1.87M | Buy |
5,375
+806
| +18% | +$282K | 0.01% | 557 |
|
|
2023
Q2 | $1.61M | Buy |
4,569
+341
| +8% | +$115K | 0.01% | 571 |
|
|
2023
Q1 | $1.33M | Buy |
4,228
+506
| +14% | +$152K | 0.01% | 575 |
|
|
2022
Q4 | $1.07M | Buy |
3,722
+246
| +7% | +$75K | 0.01% | 595 |
|
|
2022
Q3 | $1.01M | Buy |
3,476
+294
| +9% | +$84.6K | 0.01% | 563 |
|
|
2022
Q2 | $897K | Buy |
3,182
+966
| +44% | +$259K | 0.01% | 586 |
|
|
2022
Q1 | $578K | Buy |
2,216
+993
| +81% | +$236K | ﹤0.01% | 685 |
|
|
2021
Q4 | $269K | Buy |
+1,223
| New | +$238K | ﹤0.01% | 914 |
|
|
2021
Q2 | $137K | Hold |
678
| – | – | ﹤0.01% | 1026 |
|
|
2021
Q1 | $137K | Hold |
678
| – | – | ﹤0.01% | 1026 |
|
|
2020
Q4 | $137K | Hold |
678
| – | – | ﹤0.01% | 1026 |
|
|
2020
Q3 | $137K | Hold |
678
| – | – | ﹤0.01% | 1026 |
|
|
2020
Q2 | $137K | Hold |
678
| – | – | ﹤0.01% | 1026 |
|
|
2020
Q1 | $137K | Hold |
678
| – | – | ﹤0.01% | 1026 |
|
|
2019
Q4 | $137K | Hold |
678
| – | – | ﹤0.01% | 1026 |
|
|
2019
Q3 | $137K | Hold |
678
| – | – | ﹤0.01% | 1026 |
|
|
2019
Q2 | $137K | Hold |
678
| – | – | ﹤0.01% | 1026 |
|
|
2019
Q1 | $137K | Buy |
678
+509
| +301% | +$94K | ﹤0.01% | 1026 |
|
|
2018
Q4 | $28K | Sell |
169
-5
| -3% | -$866 | ﹤0.01% | 1040 |
|
|
2018
Q3 | $34K | Buy |
174
+14
| +9% | +$2.49K | ﹤0.01% | 832 |
|
|
2018
Q2 | $27K | Sell |
160
-39
| -20% | -$6.04K | ﹤0.01% | 777 |
|
|
2018
Q1 | $32K | Buy |
199
+58
| +41% | +$9.47K | ﹤0.01% | 633 |
|
|
2017
Q4 | $21K | Buy |
141
+8
| +6% | +$1.19K | ﹤0.01% | 691 |
|
|
2017
Q3 | $20K | Buy |
133
+41
| +45% | +$6.17K | ﹤0.01% | 710 |
|
|
2017
Q2 | $12K | Buy |
92
+20
| +28% | +$2.41K | ﹤0.01% | 749 |
|
|
2017
Q1 | $8K | Sell |
72
-39
| -35% | -$3.43K | ﹤0.01% | 805 |
|
|
2016
Q4 | $8K | Buy |
111
+109
| +5,450% | +$8.87K | ﹤0.01% | 775 |
|
|
2016
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 1072 |
|
|
2016
Q2 | $0 | Buy |
+2
| New | +$173 | ﹤0.01% | 869 |
|
|
2015
Q4 | – | Sell |
-128
| Closed | -$13K | – | 758 |
|
|
2015
Q3 | $13K | Buy |
+128
| New | +$16.4K | ﹤0.01% | 424 |
|
Other funds holding VRTX
VCM
VPM
Carson Wealth (CWM LLC)'s VRTX Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Vertex Pharmaceuticals (VRTX) stake by 17% in Q1 2026, buying an estimated $590K and bringing the position to 8,609 shares worth $3.84M. The position accounts for 0.01% of the portfolio, ranked #923.
Carson Wealth (CWM LLC) first reported a position in VRTX in Q3 2015 and has held it in 40 quarters since. 1,687 funds tracked by Wall St. Rank hold VRTX as of Q1 2026.
- Carson Wealth (CWM LLC) held 8,609 shares of Vertex Pharmaceuticals worth $3.84M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 1,266 Vertex Pharmaceuticals shares in Q1 2026, an estimated $590K.
- Vertex Pharmaceuticals made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #923 holding.
- Carson Wealth (CWM LLC) first reported a position in Vertex Pharmaceuticals in Q3 2015 and has held it in 40 quarters since.
- 1,687 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.