CFM Wealth Partners’s Pulmonx LUNG Stock Holding History

CFM Wealth Partners’s Portfolio LUNG Stock Details LUNG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$341K	Hold	264,039	–	–	0.05%	120
2025 Q4	$584K	Hold	264,039	–	–	0.08%	94
2025 Q3	$428K	Hold	264,039	–	–	0.06%	108
2025 Q2	$684K	Hold	264,039	–	–	0.11%	84
2025 Q1	$1.78M	Hold	264,039	–	–	0.31%	61
2024 Q4	$1.79M	Hold	264,039	–	–	0.3%	59
2024 Q3	$2.19M	Hold	264,039	–	–	0.38%	55
2024 Q2	$1.67M	Hold	264,039	–	–	0.31%	61
2024 Q1	$2.45M	Hold	264,039	–	–	0.49%	52
2023 Q4	$3.37M	Hold	264,039	–	–	0.76%	36
2023 Q3	$2.73M	Hold	264,039	–	–	0.71%	40
2023 Q2	$3.46M	Hold	264,039	–	–	0.84%	32
2023 Q1	$2.95M	Hold	264,039	–	–	0.82%	38
2022 Q4	$2.23M	Buy	+264,039	New	+$2.51M	0.67%	45

Other funds holding LUNG

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

ExodusPoint Capital Management New York $10.1B AUM 30.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return