Carson Wealth (CWM LLC)
XAIR icon

Carson Wealth (CWM LLC)’s Beyond Air XAIR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio XAIR Stock Details XAIR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$17 Buy
+1
New +$21 ﹤0.01% 5636
2024
Q3 		– Sell
-1
Closed – – 5198
2024
Q2 		$0 Buy
+1
New +$498 ﹤0.01% 4988
2024
Q1 		– Hold
0
– – – 4802
2023
Q4 		– Hold
0
– – – 4559

Other funds holding XAIR

Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
M
Murchinson Toronto, Ontario, Canada $791M AUM 68.08% 1-Year Est. Return
DSC
Daytona Street Capital Saint Louis, Missouri $130M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BL
Bleichroeder LP New York $579M AUM 94.36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
WE
Wealth Effects Boston, Massachusetts $282M AUM 62.81% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Carson Wealth (CWM LLC) opened a new position in Beyond Air (XAIR) in Q1 2026: 1 share worth $17. The stake represents ﹤0.01% of the portfolio and ranks #5636 among its holdings. This is a return to the name: Carson Wealth (CWM LLC) previously reported a position in XAIR as recently as Q2 2024.

Carson Wealth (CWM LLC) first reported a position in XAIR in Q2 2024 and has held it in 2 quarters since. 28 funds tracked by Wall St. Rank hold XAIR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1 share of Beyond Air worth $17 as of Q1 2026.
  • Beyond Air was a new Carson Wealth (CWM LLC) position in Q1 2026.
  • Beyond Air made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5636 holding.
  • Carson Wealth (CWM LLC) first reported a position in Beyond Air in Q2 2024 and has held it in 2 quarters since.
  • 28 funds tracked by Wall St. Rank held Beyond Air as of Q1 2026.

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