Sheets Smith Wealth Management’s ImmunityBio IBRX Stock Holding History

Sheets Smith Wealth Management’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	$4.49M	Sell	512,572 -39,453	-7%	-$299K	0.45%	54
2026 Q1	$4.23M	Sell	552,025 -79,950	-13%	-$547K	0.48%	53
2025 Q4	$1.25M	Sell	631,975 -1,100	-0.2%	-$2.49K	0.14%	151
2025 Q3	$1.56M	Sell	633,075 -400	-0.1%	-$1.03K	0.18%	120
2025 Q2	$1.67M	Hold	633,475	–	–	0.2%	108
2025 Q1	$1.91M	Sell	633,475 -500	-0.1%	-$1.51K	0.24%	95
2024 Q4	$1.62M	Sell	633,975 -32,020	-5%	-$133K	0.2%	113
2024 Q3	$2.48M	Hold	665,995	–	–	0.3%	79
2024 Q2	$4.21M	Sell	665,995 -279,725	-30%	-$1.84M	0.5%	53
2024 Q1	$5.08M	Buy	945,720 +749,041	+381%	+$3.39M	0.57%	42
2023 Q4	$987K	Sell	196,679 -77,200	-28%	-$242K	0.14%	142
2023 Q3	$463K	Buy	273,879 +4,750	+2%	+$9.54K	0.07%	208
2023 Q2	$748K	Sell	269,129 -1,321,269	-83%	-$3.74M	0.11%	164
2023 Q1	$2.89M	Buy	1,590,398 +46,350	+3%	+$144K	0.44%	54
2022 Q4	$7.83M	Buy	1,544,048 +1,336,122	+643%	+$7.34M	1.23%	19
2022 Q3	$1.03M	Hold	207,926	–	–	0.17%	122
2022 Q2	$773K	Buy	207,926 +4,050	+2%	+$16.3K	0.13%	152
2022 Q1	$1.14M	Buy	203,876 +51,600	+34%	+$317K	0.16%	129
2021 Q4	$926K	Buy	152,276 +30,353	+25%	+$228K	0.11%	162
2021 Q3	$1.19M	Buy	121,923 +33,770	+38%	+$372K	0.16%	133
2021 Q2	$1.26M	Buy	88,153 +66,503	+307%	+$1.1M	0.17%	127
2021 Q1	$514K	Buy	+21,650	New	+$561K	0.08%	203

Other funds holding IBRX

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

DKCM

Davidson Kahn Capital Management Sherman Oaks, California $233M AUM 19.14% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

CIC

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Sheets Smith Wealth Management's IBRX Position: Q2 2026 in Review

Sheets Smith Wealth Management reduced its ImmunityBio (IBRX) stake by 7.1% in Q2 2026, selling an estimated $299K and leaving 512,572 shares worth $4.49M. The position accounts for 0.45% of the portfolio, ranked #54.

Sheets Smith Wealth Management first reported a position in IBRX in Q1 2021 and has held it in 22 quarters since. The position peaked at $7.83M in Q4 2022. 48 funds tracked by Wall St. Rank hold IBRX as of Q2 2026.

Sheets Smith Wealth Management held 512,572 shares of ImmunityBio worth $4.49M as of Q2 2026.
Sheets Smith Wealth Management sold 39,453 ImmunityBio shares in Q2 2026, an estimated $299K.
ImmunityBio made up 0.45% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #54 holding.
Sheets Smith Wealth Management first reported a position in ImmunityBio in Q1 2021 and has held it in 22 quarters since.
Sheets Smith Wealth Management's ImmunityBio position peaked at $7.83M in Q4 2022.
48 funds tracked by Wall St. Rank held ImmunityBio as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.