Carson Wealth (CWM LLC)
ZYME icon

Carson Wealth (CWM LLC)’s Zymeworks ZYME Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ZYME Stock Details ZYME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$174K Sell
6,955
-20
-0.3% -$473 ﹤0.01% 2841
2025
Q4 		$184K Buy
6,975
+7
+0.1% +$153 ﹤0.01% 2639
2025
Q3 		$119K Sell
6,968
-1,602
-19% -$22.9K ﹤0.01% 2843
2025
Q2 		$108K Buy
8,570
+6,271
+273% +$74.7K ﹤0.01% 2648
2025
Q1 		$27K Buy
2,299
+2,106
+1,091% +$28.7K ﹤0.01% 3474
2024
Q4 		$3K Buy
193
+121
+168% +$1.69K ﹤0.01% 4474
2024
Q3 		$1K Buy
72
+41
+132% +$446 ﹤0.01% 4749
2024
Q2 		$0 Buy
31
+24
+343% +$214 ﹤0.01% 4995
2024
Q1 		$0 Buy
7
+4
+133% +$44 ﹤0.01% 4808
2023
Q4 		$0 Sell
3
-37
-93% -$295 ﹤0.01% 4568
2023
Q3 		$0 Buy
+40
New +$295 ﹤0.01% 4568

Other funds holding ZYME

EC
EcoR1 Capital San Francisco, California $2.06B AUM 215.32% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.91B AUM 304.52% 1-Year Est. Return
PA
Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Zymeworks (ZYME) stake by 0.29% in Q1 2026, selling an estimated $473 and leaving 6,955 shares worth $174K. The position accounts for ﹤0.01% of the portfolio, ranked #2841.

Carson Wealth (CWM LLC) first reported a position in ZYME in Q3 2023 and has held it in 11 quarters since. The position peaked at $184K in Q4 2025. 211 funds tracked by Wall St. Rank hold ZYME as of Q1 2026.

  • Carson Wealth (CWM LLC) held 6,955 shares of Zymeworks worth $174K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 20 Zymeworks shares in Q1 2026, an estimated $473.
  • Zymeworks made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2841 holding.
  • Carson Wealth (CWM LLC) first reported a position in Zymeworks in Q3 2023 and has held it in 11 quarters since.
  • Carson Wealth (CWM LLC)'s Zymeworks position peaked at $184K in Q4 2025.
  • 211 funds tracked by Wall St. Rank held Zymeworks as of Q1 2026.

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