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Institute for Wealth Management’s Immix Biopharma IMMX Stock Holding History

Institute for Wealth Management’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 		$3.48M Hold
337,552
– – 0.31% 64
2026
Q1 		$3.08M Buy
+337,552
New +$2.48M 0.33% 64

Other funds holding IMMX

JT
Jupiter Topco New York $245B AUM
SVCM
Saturn V Capital Management Austin, Texas $697M AUM 628.57% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $7.48B AUM 104.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
OM
Opaleye Management Boston, Massachusetts $1.1B AUM 197.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Institute for Wealth Management's IMMX Position: Q2 2026 in Review

Institute for Wealth Management held its Immix Biopharma (IMMX) position steady in Q2 2026 at 337,552 shares worth $3.48M. The position accounts for 0.31% of the portfolio, ranked #64.

Institute for Wealth Management first reported a position in IMMX in Q1 2026 and has held it in 2 quarters since. 109 funds tracked by Wall St. Rank hold IMMX as of Q2 2026.

  • Institute for Wealth Management held 337,552 shares of Immix Biopharma worth $3.48M as of Q2 2026.
  • Institute for Wealth Management left its Immix Biopharma share count unchanged in Q2 2026.
  • Immix Biopharma made up 0.31% of Institute for Wealth Management's portfolio in Q2 2026, its #64 holding.
  • Institute for Wealth Management first reported a position in Immix Biopharma in Q1 2026 and has held it in 2 quarters since.
  • 109 funds tracked by Wall St. Rank held Immix Biopharma as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.