Sheets Smith Wealth Management
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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
Q3 		$4.84M Hold
512,572
– – 0.51% 48
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% -$1.52K 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% +$9.5K 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

KA
Kercheville Advisors San Antonio, Texas $361M AUM 57.53% 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
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
MIC
Meridian Investment Counsel Lafayette, California $431M AUM 32.55% 1-Year Est. Return
CCIA
Cherry Creek Investment Advisors Englewood, Colorado $261M AUM 29.65% 1-Year Est. Return
Accurate Wealth Management
Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return

Sheets Smith Wealth Management's IBRX Position: Q3 2026 in Review

Sheets Smith Wealth Management held its ImmunityBio (IBRX) position steady in Q3 2026 at 512,572 shares worth $4.84M. The position accounts for 0.51% of the portfolio, ranked #48.

Sheets Smith Wealth Management first reported a position in IBRX in Q1 2021 and has held it in 23 quarters since. The position peaked at $7.83M in Q4 2022. 52 funds tracked by Wall St. Rank hold IBRX as of Q3 2026.

  • Sheets Smith Wealth Management held 512,572 shares of ImmunityBio worth $4.84M as of Q3 2026.
  • Sheets Smith Wealth Management left its ImmunityBio share count unchanged in Q3 2026.
  • ImmunityBio made up 0.51% of Sheets Smith Wealth Management's portfolio in Q3 2026, its #48 holding.
  • Sheets Smith Wealth Management first reported a position in ImmunityBio in Q1 2021 and has held it in 23 quarters since.
  • Sheets Smith Wealth Management's ImmunityBio position peaked at $7.83M in Q4 2022.
  • 52 funds tracked by Wall St. Rank held ImmunityBio as of Q3 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.