McAdam LLC
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McAdam LLC’s ImmunityBio IBRX Stock Holding History

McAdam LLC’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
Q3 		$202K Sell
21,388
-21
-0.1% -$168 0.01% 499
2026
Q2 		$187K Sell
21,409
-32
-0.1% -$242 0.01% 492
2026
Q1 		$164K Buy
21,441
+22
+0.1% +$151 0.01% 421
2025
Q4 		$42.4K Buy
+21,419
New +$48.5K ﹤0.01% 423

Other funds holding IBRX

Kercheville Advisors
Kercheville Advisors San Antonio, Texas $361M AUM 57.53% 1-Year Est. Return
Sheets Smith Wealth Management
Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Doliver Advisors
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
MFG Wealth Management
MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return
Collective Family Office
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
Wealth Effects
Wealth Effects Boston, Massachusetts $370M AUM 63.53% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

McAdam LLC's IBRX Position: Q3 2026 in Review

McAdam LLC reduced its ImmunityBio (IBRX) stake by 0.1% in Q3 2026, selling an estimated $168 and leaving 21,388 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #499.

McAdam LLC first reported a position in IBRX in Q4 2025 and has held it in 4 quarters since. 88 funds tracked by Wall St. Rank hold IBRX as of Q3 2026.

  • McAdam LLC held 21,388 shares of ImmunityBio worth $202K as of Q3 2026.
  • McAdam LLC sold 21 ImmunityBio shares in Q3 2026, an estimated $168.
  • ImmunityBio made up 0.01% of McAdam LLC's portfolio in Q3 2026, its #499 holding.
  • McAdam LLC first reported a position in ImmunityBio in Q4 2025 and has held it in 4 quarters since.
  • 88 funds tracked by Wall St. Rank held ImmunityBio as of Q3 2026.

Based on McAdam LLC's 13F filing for Q3 2026, filed 21 Oct 2026.