Position in IBRX
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$466,702
+$57,838 QoQ
Shares Held
53,307
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#161
of 401 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBRX Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026GRIMES & Co WEALTH MANAGEMENT, LLC holds $18,023,555 across 11 Biotechnology names. IBRX ranks #2 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INCY |
Incyte Corp
|
134,448 | $15,241,025 | |
| 2 | IBRX |
ImmunityBio, Inc.
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|
53,307 | $466,702 | |
| 3 | RVMD |
Revolution Medicines, Inc.
|
2,369 | $443,665 | |
| 4 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
759 | $377,017 | |
| 5 | TGTX |
Tg Therapeutics, Inc.
|
6,100 | $335,134 | |
| 6 | ARWR |
Arrowhead Pharmaceuticals, Inc.
|
4,011 | $326,936 | |
| 7 | AXSM |
Axsome Therapeutics, Inc.
|
1,287 | $315,018 | |
| 8 | INVA |
Innoviva, Inc.
|
9,722 | $220,786 |
All Filings in IBRX
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $466,702 | 53,307 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $408,864 | 53,307 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $115,703 | 58,436 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $143,752 | 58,436 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $154,271 | 58,436 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $30,100 | 10,000 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $25,600 | 10,000 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $37,200 | 10,000 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $63,200 | 10,000 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $53,700 | 10,000 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $50,200 | 10,000 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $16,900 | 10,000 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $27,800 | 10,000 | Shares | Sole | 2023-07-19 | |
| No filing history on record for this holder in this stock. | ||||||