LPL Financial’s ImmunityBio IBRX Stock Holding History

LPL Financial’s Portfolio IBRX Stock Details IBRX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-31,000	Closed	-$61.4K	–	6068
2025 Q4	$61.4K	Sell	31,000 -14,000	-31%	-$31.7K	﹤0.01%	5677
2025 Q3	$111K	Buy	+45,000	New	+$116K	﹤0.01%	5492

Other funds holding IBRX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

LPL Financial's IBRX Position: Q1 2026 in Review

LPL Financial increased its ImmunityBio (IBRX) stake by 89% in Q1 2026, buying an estimated $2.78M and bringing the position to 864,630 shares worth $6.63M. The position accounts for ﹤0.01% of the portfolio, ranked #2388.

LPL Financial first reported a position in IBRX in Q1 2021 and has held it in 12 quarters since. 386 funds tracked by Wall St. Rank hold IBRX as of Q1 2026.

LPL Financial held 864,630 shares of ImmunityBio worth $6.63M as of Q1 2026.
LPL Financial bought 406,571 ImmunityBio shares in Q1 2026, an estimated $2.78M.
ImmunityBio made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2388 holding.
LPL Financial first reported a position in ImmunityBio in Q1 2021 and has held it in 12 quarters since.
386 funds tracked by Wall St. Rank held ImmunityBio as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.