Position in BAX
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$191,570
-$284,001 QoQ
Shares Held
11,403
-54.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in BAX Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Mar 31, 2026CWM, LLC holds $67,417,190 across 37 Medical Instruments & Supplies names. BAX ranks #15 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
54,633 | $25,185,266 | |
| 2 | ALGN |
Align Technology Inc
|
103,496 | $17,742,319 | |
| 3 | COO |
Cooper Companies, Inc.
|
91,515 | $6,543,322 | |
| 4 | BDX |
Becton Dickinson & Co
|
40,685 | $6,396,902 | |
| 5 | ATR |
Aptargroup, Inc.
|
16,285 | $2,052,235 | |
| 6 | NVST |
Envista Holdings Corp
|
72,923 | $1,850,056 | |
| 7 | WST |
West Pharmaceutical Services Inc
|
5,241 | $1,313,604 | |
| 8 | RMD |
Resmed Inc
|
5,534 | $1,242,272 |
All Filings in BAX
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $191,570 | 11,403 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $475,571 | 24,886 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $300,267 | 13,187 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $361,724 | 11,946 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $494,041 | 14,433 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $342,600 | 11,749 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $675,448 | 17,789 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $496,096 | 14,831 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $549,166 | 12,849 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $381,380 | 9,865 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $519,943 | 13,777 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $738,755 | 16,215 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $584,064 | 14,400 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $719,849 | 14,123 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $981,598 | 18,225 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $558,993 | 8,703 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $634,587 | 8,184 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $655,388 | 7,635 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $652,613 | 8,107 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $683,744 | 8,107 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $650,505 | 8,107 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $651,964 | 8,107 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $698,012 | 8,107 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $658,207 | 8,107 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||