Laurel Wealth Advisors (North Carolina)’s Ionis Pharmaceuticals IONS Stock Holding History

Laurel Wealth Advisors (North Carolina)’s Portfolio IONS Stock Details IONS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-600	Closed	-$47.5K	–	414
2025 Q4	$47.5K	Buy	+600	New	+$45.2K	0.01%	328
2025 Q2	–	Sell	-600	Closed	-$18.1K	–	425
2025 Q1	$18.1K	Hold	600	–	–	﹤0.01%	421
2024 Q4	$21K	Hold	600	–	–	﹤0.01%	410
2024 Q3	$24K	Hold	600	–	–	﹤0.01%	389
2024 Q2	$28.6K	Hold	600	–	–	0.01%	344
2024 Q1	$26K	Hold	600	–	–	﹤0.01%	360
2023 Q4	$30.4K	Hold	600	–	–	0.01%	324
2023 Q3	$27.2K	Hold	600	–	–	0.01%	333
2023 Q2	$24.6K	Hold	600	–	–	﹤0.01%	347
2023 Q1	$21.4K	Hold	600	–	–	﹤0.01%	357
2022 Q4	$22.7K	Hold	600	–	–	0.01%	320
2022 Q3	$27K	Hold	600	–	–	0.01%	309
2022 Q2	$22K	Hold	600	–	–	0.01%	326
2022 Q1	$22K	Hold	600	–	–	﹤0.01%	334
2021 Q4	$18K	Hold	600	–	–	﹤0.01%	357
2021 Q3	$20K	Hold	600	–	–	﹤0.01%	340
2021 Q2	$24K	Hold	600	–	–	0.01%	361
2021 Q1	$27K	Hold	600	–	–	0.01%	322
2020 Q4	$34K	Hold	600	–	–	0.01%	290
2020 Q3	$28K	Hold	600	–	–	0.01%	286
2020 Q2	$35K	Hold	600	–	–	0.01%	265
2020 Q1	$28K	Hold	600	–	–	0.01%	265
2019 Q4	$36K	Sell	600 -200	-25%	-$11.9K	0.01%	276
2019 Q3	$48K	Hold	800	–	–	0.02%	241
2019 Q2	$51K	Hold	800	–	–	0.02%	233
2019 Q1	$65K	Hold	800	–	–	0.02%	213
2018 Q4	$43K	Buy	+800	New	+$40.8K	0.02%	224

Other funds holding IONS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s IONS Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Ionis Pharmaceuticals (IONS) in Q1 2026, closing a stake of 600 shares — an estimated $47.5K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in IONS in Q4 2018 and held it in 27 quarters. The position peaked at $65K in Q1 2019. 497 funds tracked by Wall St. Rank hold IONS as of Q1 2026.

Laurel Wealth Advisors (North Carolina) reported no remaining Ionis Pharmaceuticals position as of Q1 2026 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 600 Ionis Pharmaceuticals shares in Q1 2026, an estimated $47.5K.
Laurel Wealth Advisors (North Carolina) first reported a position in Ionis Pharmaceuticals in Q4 2018 and held it in 27 quarters.
Laurel Wealth Advisors (North Carolina)'s Ionis Pharmaceuticals position peaked at $65K in Q1 2019.
497 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.