Brown Wealth Management’s Altimmune ALT Stock Holding History

Brown Wealth Management’s Portfolio ALT Stock Details ALT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$687K	Buy	240,136 +4,000	+2%	+$12.3K	0.15%	68
2026 Q2	$718K	Hold	236,136	–	–	0.16%	69
2026 Q1	$727K	Sell	236,136 -22,537	-9%	-$95.7K	0.19%	66
2025 Q4	$934K	Buy	258,673 +25,000	+11%	+$109K	0.25%	57
2025 Q3	$881K	Buy	233,673 +2,590	+1%	+$10K	0.25%	58
2025 Q2	$894K	Buy	231,083 +131,059	+131%	+$709K	0.28%	53
2025 Q1	$500K	Buy	100,024 +50,024	+100%	+$317K	0.17%	59
2024 Q4	$360K	Sell	50,000 -248	-0.5%	-$1.9K	0.13%	62
2024 Q3	$309K	Buy	50,248 +248	+0.5%	+$1.68K	0.11%	65
2024 Q2	$332K	Hold	50,000	–	–	0.13%	65
2024 Q1	$509K	Sell	50,000 -25,000	-33%	-$254K	0.21%	54
2023 Q4	$844K	Buy	+75,000	New	+$313K	0.37%	41

Other funds holding ALT

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Beirne Wealth Consulting Services Shelton, Connecticut $505M AUM 16.24% 1-Year Est. Return

Wealth Effects Boston, Massachusetts $370M AUM 63.53% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

PVG Asset Management Golden, Colorado $147M AUM 52.72% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Brown Wealth Management's ALT Position: Q3 2026 in Review

Brown Wealth Management increased its Altimmune (ALT) stake by 1.7% in Q3 2026, buying an estimated $12.3K and bringing the position to 240,136 shares worth $687K. The position accounts for 0.15% of the portfolio, ranked #68.

Brown Wealth Management first reported a position in ALT in Q4 2023 and has held it in 12 quarters since. The position peaked at $934K in Q4 2025. 23 funds tracked by Wall St. Rank hold ALT as of Q3 2026.

Brown Wealth Management held 240,136 shares of Altimmune worth $687K as of Q3 2026.
Brown Wealth Management bought 4,000 Altimmune shares in Q3 2026, an estimated $12.3K.
Altimmune made up 0.15% of Brown Wealth Management's portfolio in Q3 2026, its #68 holding.
Brown Wealth Management first reported a position in Altimmune in Q4 2023 and has held it in 12 quarters since.
Brown Wealth Management's Altimmune position peaked at $934K in Q4 2025.
23 funds tracked by Wall St. Rank held Altimmune as of Q3 2026.

Based on Brown Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.