Carson Wealth (CWM LLC)
ALMU

Carson Wealth (CWM LLC)’s Aeluma Inc ALMU Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ALMU Stock Details ALMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$65 Sell
5
-5
-50% -$83 ﹤0.01% 5597
2025
Q4 		$0 Sell
10
-13
-57% -$205 ﹤0.01% 5726
2025
Q3 		$0 Buy
+23
New +$430 ﹤0.01% 5632

Other funds holding ALMU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACA
Apis Capital Advisors New York $648M AUM 302.67% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ALMU Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Aeluma Inc (ALMU) stake by 50% in Q1 2026, selling an estimated $83 and leaving 5 shares worth $65. The position accounts for ﹤0.01% of the portfolio, ranked #5597.

Carson Wealth (CWM LLC) first reported a position in ALMU in Q3 2025 and has held it in 3 quarters since. 89 funds tracked by Wall St. Rank hold ALMU as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5 shares of Aeluma Inc worth $65 as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 5 Aeluma Inc shares in Q1 2026, an estimated $83.
  • Aeluma Inc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5597 holding.
  • Carson Wealth (CWM LLC) first reported a position in Aeluma Inc in Q3 2025 and has held it in 3 quarters since.
  • 89 funds tracked by Wall St. Rank held Aeluma Inc as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.