Sterling Capital Management LLC LUNG — PULMONX CORP

Ownership history in Sterling Capital Management LLC  ·  7 quarters on record

AI Ownership Summary

Sterling Capital Management LLC reported PULMONX CORP (LUNG) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. The latest visible filing shows LUNG at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LUNG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sterling Capital Management LLC's position in PULMONX CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

LUNG was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LUNG stock page Sterling Capital Management LLC fund profile Sterling Capital Management LLC full holdings
How Sterling Capital Management LLC held LUNG — position size vs. price
% of Fund (quarterly)    LUNG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 248 — 0% 0.00% $320 2026-04-22 $1.30
2025 Q4 ADDED — — — 248 +155 +166.7% 0.00% $548 2026-02-13 $1.47
2025 Q3 REDUCED 44.0% +37.6% ❌ 93 -73 -44.0% 0.00% $151 2025-11-14 (Est.) $1.49
2025 Q2 ADDED — — — 166 +51 +44.3% 0.00% $430 2025-08-14 (Est.) $1.51
2025 Q1 UNCHANGED — — — 115 — 0% 0.00% $774 2025-05-13 $3.32
2024 Q4 UNCHANGED — — — 115 — 0% 0.00% $781 2025-02-13 $7.38
2024 Q3 INITIATED — — — 115 — — 0.00% $953 2024-11-12 $7.03

🏢 Other funds also holding LUNG

As of 2026 Q1 — sorted by position size

CFM WEALTH PARTNERS LLC 3Y 0.05% PERKINS CAPITAL MANAGEMENT INC 3Y 7Y 0.05% Redhawk Wealth Advisors, Inc. 3Y 7Y 0.0% Berger Financial Group, Inc 3Y 0.0% FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 3Y 7Y 0.0% GAMMA Investing LLC 0.0% Physician Wealth Advisors, Inc. 3Y 0.0% AdvisorNet Financial, Inc 3Y 7Y 0.0% True Wealth Design, LLC 3Y 0.0% Root Financial Partners, LLC 0.0%

FAQ About Sterling Capital Management LLC and LUNG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sterling Capital Management LLC reported owning LUNG?

Sterling Capital Management LLC reported LUNG across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported LUNG position in Sterling Capital Management LLC's portfolio?

The largest reported portfolio weight for LUNG was 0.00% in 2024 Q3.

What is the latest reported LUNG position on this page?

The most recent filing on this page is 2026 Q1, when Sterling Capital Management LLC reported 248 shares, equal to 0.00% of portfolio, with an estimated market value of $320.

What does the chart on this LUNG ownership page compare?

The chart compares Sterling Capital Management LLC's quarterly LUNG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Sterling Capital Management LLC time their LUNG position?

Based on 13F filing dates vs. subsequent LUNG price moves, Sterling Capital Management LLC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on LUNG relative to SPY over the holding period was -72.9%.

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