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GWM Advisors LLC

SEC CIK
0001633516
Latest filing
Aug 12, 2026

MRNA holding history

Moderna, Inc. in every 13F filed by GWM Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MRNA overviewAll 13F holders of MRNAFull Q2 2026 holdings

Shares (Q2 2026)
4,364
Value
$305.6K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of MRNA by GWM Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,364$305.6K<0.1%+2,947+208.0%AddedHolders
Q1 20261,417$72.0K<0.1%+401+39.5%AddedHolders
Q4 20251,016$30.0K<0.1%−14,459−93.4%ReducedHolders
Q3 202515,475$399.7K<0.1%−65−0.4%ReducedHolders
Q2 202515,540$428.7K<0.1%+3,965+34.3%AddedHolders
Q1 202511,575$328.2K<0.1%+10,185+732.7%AddedHolders
Q4 20241,390$57.8K<0.1%−246−15.0%ReducedHolders
Q3 20241,636$109.3K<0.1%−6,137−79.0%ReducedHolders
Q2 20247,773$923.0K<0.1%−5,773−42.6%ReducedHolders
Q1 202413,546$1.44M<0.1%+1,228+10.0%AddedHolders
Q4 202312,318$1.25M<0.1%+6,172+100.4%AddedHolders
Q3 20236,146$634.8K<0.1%−545−8.1%ReducedHolders
Q2 20236,691$813.0K<0.1%−2,179−24.6%ReducedHolders
Q1 20238,870$1.27M<0.1%+576+6.9%AddedHolders
Q4 20228,294$1.04M<0.1%+1,530+22.6%AddedHolders
Q3 20226,764$800.0K<0.1%−1,237−15.5%ReducedHolders
Q2 20228,001$1.14M<0.1%+8,001NewHolders
Q1 20220$00.0%−8,724−100.0%Sold outHolders
Q4 20218,724$2.22M<0.1%−4,234−32.7%ReducedHolders
Q3 202112,958$4.99M0.1%+2,749+26.9%AddedHolders
Q2 202110,209$2.40M0.1%+7,889+340.0%AddedHolders
Q1 20212,320$304.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.