Carson Wealth (CWM LLC)
XOMA

Carson Wealth (CWM LLC)’s Xoma XOMA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio XOMA Stock Details XOMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.54K Sell
113
-21
-16% -$562 ﹤0.01% 5142
2025
Q4 		$4K Sell
134
-18
-12% -$579 ﹤0.01% 4928
2025
Q3 		$6K Buy
152
+32
+27% +$994 ﹤0.01% 4704
2025
Q2 		$3K Buy
120
+95
+380% +$2.27K ﹤0.01% 4826
2025
Q1 		$0 Hold
25
– – ﹤0.01% 5231
2024
Q4 		$1K Sell
25
-592
-96% -$17.3K ﹤0.01% 4837
2024
Q3 		$16K Buy
617
+17
+3% +$460 ﹤0.01% 3526
2024
Q2 		$14K Buy
600
+13
+2% +$325 ﹤0.01% 3361
2024
Q1 		$14K Buy
587
+2
+0.3% +$45 ﹤0.01% 3154
2023
Q4 		$11K Sell
585
-62
-10% -$1.02K ﹤0.01% 3154
2023
Q3 		$9K Buy
647
+50
+8% +$784 ﹤0.01% 3216
2023
Q2 		$11K Buy
597
+12
+2% +$225 ﹤0.01% 3043
2023
Q1 		$12K Hold
585
– – ﹤0.01% 2869
2022
Q4 		$11K Hold
585
– – ﹤0.01% 2770
2022
Q3 		$10K Hold
585
– – ﹤0.01% 2709
2022
Q2 		$13K Hold
585
– – ﹤0.01% 2440
2022
Q1 		$16K Hold
585
– – ﹤0.01% 2232
2021
Q4 		$12K Buy
+585
New +$13.7K ﹤0.01% 2269
2021
Q2 		$20K Hold
585
– – ﹤0.01% 1806
2021
Q1 		$20K Hold
585
– – ﹤0.01% 1806
2020
Q4 		$20K Hold
585
– – ﹤0.01% 1806
2020
Q3 		$20K Hold
585
– – ﹤0.01% 1806
2020
Q2 		$20K Hold
585
– – ﹤0.01% 1805
2020
Q1 		$20K Hold
585
– – ﹤0.01% 1805
2019
Q4 		$20K Hold
585
– – ﹤0.01% 1805
2019
Q3 		$20K Hold
585
– – ﹤0.01% 1805
2019
Q2 		$20K Hold
585
– – ﹤0.01% 1805
2019
Q1 		$20K Buy
+585
New +$8K ﹤0.01% 1804
2016
Q4 		– Hold
0
– – – 1198
2016
Q3 		– Hold
0
– – – 1077
2016
Q2 		– Hold
0
– – – 872
2016
Q1 		– Hold
0
– – – 819
2015
Q4 		– Hold
0
– – – 762
2015
Q3 		– Hold
0
– – – 660

Other funds holding XOMA

BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
OM
Opaleye Management Boston, Massachusetts $759M AUM 124.8% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Xoma (XOMA) stake by 16% in Q1 2026, selling an estimated $562 and leaving 113 shares worth $3.54K. The position accounts for ﹤0.01% of the portfolio, ranked #5142.

Carson Wealth (CWM LLC) first reported a position in XOMA in Q1 2019 and has held it in 28 quarters since. The position peaked at $20K in Q2 2021. 85 funds tracked by Wall St. Rank hold XOMA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 113 shares of Xoma worth $3.54K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 21 Xoma shares in Q1 2026, an estimated $562.
  • Xoma made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5142 holding.
  • Carson Wealth (CWM LLC) first reported a position in Xoma in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Xoma position peaked at $20K in Q2 2021.
  • 85 funds tracked by Wall St. Rank held Xoma as of Q1 2026.

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