Commonwealth Equity Services’s Immix Biopharma IMMX Stock Holding History

Commonwealth Equity Services’s Portfolio IMMX Stock Details IMMX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$132K	Hold	12,820	–	–	﹤0.01%	4219
2026 Q1	$117K	Buy	12,820 +440	+4%	+$3.23K	﹤0.01%	4110
2025 Q4	$64.8K	Sell	12,380 -3,660	-23%	-$15.1K	﹤0.01%	4159
2025 Q3	$34K	Hold	16,040	–	–	﹤0.01%	4186
2025 Q2	$33K	Sell	16,040 -1,000	-6%	-$2.01K	﹤0.01%	4194
2025 Q1	$29K	Sell	17,040 -8,820	-34%	-$16.6K	﹤0.01%	4106
2024 Q4	$57K	Sell	25,860 -220	-0.8%	-$402	﹤0.01%	3973
2024 Q3	$39K	Hold	26,080	–	–	﹤0.01%	3955
2024 Q2	$52K	Hold	26,080	–	–	﹤0.01%	3891
2024 Q1	$80K	Sell	26,080 -2,220	-8%	-$8.6K	﹤0.01%	3836
2023 Q4	$196K	Sell	28,300 -555	-2%	-$2.51K	﹤0.01%	3517
2023 Q3	$99K	Buy	28,855 +6,030	+26%	+$14.1K	﹤0.01%	3573
2023 Q2	$61K	Buy	+22,825	New	+$47.8K	﹤0.01%	3637

Other funds holding IMMX

IFWM

Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Certuity North Palm Beach, Florida $2.03B AUM 88.59% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

Commonwealth Equity Services's IMMX Position: Q2 2026 in Review

Commonwealth Equity Services held its Immix Biopharma (IMMX) position steady in Q2 2026 at 12,820 shares worth $132K. The position accounts for ﹤0.01% of the portfolio, ranked #4219.

Commonwealth Equity Services first reported a position in IMMX in Q2 2023 and has held it in 13 quarters since. The position peaked at $196K in Q4 2023. 12 funds tracked by Wall St. Rank hold IMMX as of Q2 2026.

Commonwealth Equity Services held 12,820 shares of Immix Biopharma worth $132K as of Q2 2026.
Commonwealth Equity Services left its Immix Biopharma share count unchanged in Q2 2026.
Immix Biopharma made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #4219 holding.
Commonwealth Equity Services first reported a position in Immix Biopharma in Q2 2023 and has held it in 13 quarters since.
Commonwealth Equity Services's Immix Biopharma position peaked at $196K in Q4 2023.
12 funds tracked by Wall St. Rank held Immix Biopharma as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.