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LRI Investments’s ImmunityBio IBRX Stock Holding History

LRI Investments’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
Q2 		$149 Buy
+17
New +$129 ﹤0.01% 1793

Other funds holding IBRX

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
KA
Kercheville Advisors San Antonio, Texas $328M AUM 76.85% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
LCGC
Legacy Capital Group California Los Gatos, California $332M AUM 42.15% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return
CUAMC
China Universal Asset Management Company Shanghai, China $1.67B AUM 89% 1-Year Est. Return

LRI Investments's IBRX Position: Q2 2026 in Review

LRI Investments opened a new position in ImmunityBio (IBRX) in Q2 2026: 17 shares worth $149. The stake represents ﹤0.01% of the portfolio and ranks #1793 among its holdings.

133 funds tracked by Wall St. Rank hold IBRX as of Q2 2026.

  • LRI Investments held 17 shares of ImmunityBio worth $149 as of Q2 2026.
  • ImmunityBio was a new LRI Investments position in Q2 2026.
  • ImmunityBio made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1793 holding.
  • 133 funds tracked by Wall St. Rank held ImmunityBio as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.