LPL Financial
CARM

LPL Financial’s Carisma Therapeutics CARM Stock Holding History

LPL Financial’s Portfolio CARM Stock Details CARM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-20,895
Closed -$6.48K – 5572
2025
Q1 		$6.48K Hold
20,895
– – ﹤0.01% 5330
2024
Q4 		$8.75K Buy
+20,895
New +$17.2K ﹤0.01% 5256
2023
Q1 		– Sell
-583
Closed -$7.1K – 4496
2022
Q4 		$7.1K Sell
583
-50
-8% -$525 ﹤0.01% 4431
2022
Q3 		$5K Sell
633
-1,050
-62% -$14.3K ﹤0.01% 4394
2022
Q2 		$27K Buy
1,683
+155
+10% +$1.77K ﹤0.01% 4312
2022
Q1 		$18K Sell
1,528
-50
-3% -$698 ﹤0.01% 4127
2021
Q4 		$26K Sell
1,578
-622
-28% -$12.5K ﹤0.01% 4274
2021
Q3 		$35K Buy
2,200
+717
+48% +$34.4K ﹤0.01% 4254
2021
Q2 		$137K Buy
1,483
+568
+62% +$36.2K ﹤0.01% 3992
2021
Q1 		$48K Buy
+915
New +$43.2K ﹤0.01% 3997

Other funds holding CARM

MC
Merck & Co Kenilworth, New Jersey $349M AUM 146.07% 1-Year Est. Return
AIIC
AJU IB Investment Company Seoul, South Korea $30.5M AUM 128.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

LPL Financial's CARM Position: Q2 2025 in Review

LPL Financial sold out of Carisma Therapeutics (CARM) in Q2 2025, closing a stake of 20,895 shares — an estimated $6.48K sold.

LPL Financial first reported a position in CARM in Q1 2021 and held it in 10 quarters. The position peaked at $137K in Q2 2021. 36 funds tracked by Wall St. Rank hold CARM as of Q2 2025.

  • LPL Financial reported no remaining Carisma Therapeutics position as of Q2 2025 after selling out during the quarter.
  • LPL Financial sold 20,895 Carisma Therapeutics shares in Q2 2025, an estimated $6.48K.
  • LPL Financial first reported a position in Carisma Therapeutics in Q1 2021 and held it in 10 quarters.
  • LPL Financial's Carisma Therapeutics position peaked at $137K in Q2 2021.
  • 36 funds tracked by Wall St. Rank held Carisma Therapeutics as of Q2 2025.

Based on LPL Financial's 13F filing for Q2 2025, filed 12 Aug 2025.