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Palumbo Wealth Management’s Lexeo Therapeutics LXEO Stock Holding History

Palumbo Wealth Management’s Portfolio LXEO Stock Details LXEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$534K Buy
+114,743
New +$621K 0.11% 138
2025
Q4 		– Sell
-61,276
Closed -$407K – 225
2025
Q3 		$407K Buy
61,276
+4,973
+9% +$24.1K 0.13% 109
2025
Q2 		$226K Buy
+56,303
New +$185K 0.07% 169

Other funds holding LXEO

SCM
Suvretta Capital Management New York $5.47B AUM 131.34% 1-Year Est. Return
AAA
Affinity Asset Advisors New York $2.21B AUM 431.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return
FLSM
Frazier Life Sciences Management Palo Alto, California $4.59B AUM 237.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPC
Vestal Point Capital New York $4.28B AUM 239% 1-Year Est. Return
PBA
Paradigm Biocapital Advisors New York $5.34B AUM 380.18% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
O
OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return

Palumbo Wealth Management's LXEO Position: Q2 2026 in Review

Palumbo Wealth Management opened a new position in Lexeo Therapeutics (LXEO) in Q2 2026: 114,743 shares worth $534K. The stake represents 0.11% of the portfolio and ranks #138 among its holdings. This is a return to the name: Palumbo Wealth Management previously reported a position in LXEO as recently as Q3 2025.

Palumbo Wealth Management first reported a position in LXEO in Q2 2025 and has held it in 3 quarters since. 141 funds tracked by Wall St. Rank hold LXEO as of Q2 2026.

  • Palumbo Wealth Management held 114,743 shares of Lexeo Therapeutics worth $534K as of Q2 2026.
  • Lexeo Therapeutics was a new Palumbo Wealth Management position in Q2 2026.
  • Lexeo Therapeutics made up 0.11% of Palumbo Wealth Management's portfolio in Q2 2026, its #138 holding.
  • Palumbo Wealth Management first reported a position in Lexeo Therapeutics in Q2 2025 and has held it in 3 quarters since.
  • 141 funds tracked by Wall St. Rank held Lexeo Therapeutics as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.