Charles Schwab
LUNG icon

Charles Schwab’s Pulmonx LUNG Stock Holding History

Charles Schwab’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
Q2 		– Sell
-71,319
Closed -$92K – 3505
2026
Q1 		$92K Sell
71,319
-21,860
-23% -$36.1K ﹤0.01% 3395
2025
Q4 		$206K Sell
93,179
-14,794
-14% -$27.8K ﹤0.01% 3343
2025
Q3 		$175K Sell
107,973
-205,765
-66% -$430K ﹤0.01% 3358
2025
Q2 		$813K Sell
313,738
-7,208
-2% -$28.4K ﹤0.01% 2965
2025
Q1 		$2.16M Buy
320,946
+5,414
+2% +$38.3K ﹤0.01% 2590
2024
Q4 		$2.14M Buy
315,532
+2,363
+0.8% +$15.6K ﹤0.01% 2656
2024
Q3 		$2.6M Buy
313,169
+15,543
+5% +$112K ﹤0.01% 2628
2024
Q2 		$1.89M Sell
297,626
-3,746
-1% -$28.8K ﹤0.01% 2725
2024
Q1 		$2.79M Buy
301,372
+12,015
+4% +$141K ﹤0.01% 2499
2023
Q4 		$3.69M Buy
289,357
+4,275
+1% +$44.5K ﹤0.01% 2432
2023
Q3 		$2.94M Buy
285,082
+8,183
+3% +$94.8K ﹤0.01% 2473
2023
Q2 		$3.63M Buy
276,899
+8,477
+3% +$104K ﹤0.01% 2363
2023
Q1 		$3M Buy
268,422
+18,586
+7% +$183K ﹤0.01% 2412
2022
Q4 		$2.11M Sell
249,836
-12,160
-5% -$116K ﹤0.01% 2560
2022
Q3 		$4.37M Buy
261,996
+13,014
+5% +$240K ﹤0.01% 2285
2022
Q2 		$3.67M Buy
248,982
+15,196
+6% +$313K ﹤0.01% 2321
2022
Q1 		$5.8M Buy
233,786
+5,547
+2% +$143K ﹤0.01% 2206
2021
Q4 		$7.32M Buy
228,239
+6,373
+3% +$233K ﹤0.01% 2161
2021
Q3 		$7.98M Buy
221,866
+117,710
+113% +$4.63M ﹤0.01% 2137
2021
Q2 		$4.6M Buy
104,156
+31,424
+43% +$1.37M ﹤0.01% 2394
2021
Q1 		$3.33M Buy
72,732
+1,691
+2% +$97K ﹤0.01% 2493
2020
Q4 		$4.9M Buy
+71,041
New +$3.48M ﹤0.01% 2231

Other funds holding LUNG

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ECM
ExodusPoint Capital Management New York $15.5B AUM 38.81% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SCM
Stonepine Capital Management Bend, Oregon $177M AUM 91.13% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return

Charles Schwab's LUNG Position: Q2 2026 in Review

Charles Schwab sold out of Pulmonx (LUNG) in Q2 2026, closing a stake of 71,319 shares — an estimated $92K sold.

Charles Schwab first reported a position in LUNG in Q4 2020 and held it in 22 quarters. The position peaked at $7.98M in Q3 2021. 108 funds tracked by Wall St. Rank hold LUNG as of Q2 2026.

  • Charles Schwab reported no remaining Pulmonx position as of Q2 2026 after selling out during the quarter.
  • Charles Schwab sold 71,319 Pulmonx shares in Q2 2026, an estimated $92K.
  • Charles Schwab first reported a position in Pulmonx in Q4 2020 and held it in 22 quarters.
  • Charles Schwab's Pulmonx position peaked at $7.98M in Q3 2021.
  • 108 funds tracked by Wall St. Rank held Pulmonx as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.