Charles Schwab
ALMS

Charles Schwab’s Alumis Inc ALMS Stock Holding History

Charles Schwab’s Portfolio ALMS Stock Details ALMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14M Buy
635,389
+131,314
+26% +$3.28M ﹤0.01% 1941
2025
Q4 		$4.92M Buy
504,075
+13,073
+3% +$91.3K ﹤0.01% 2462
2025
Q3 		$1.96M Buy
491,002
+112,152
+30% +$462K ﹤0.01% 2755
2025
Q2 		$1.14M Buy
378,850
+250,996
+196% +$1.19M ﹤0.01% 2860
2025
Q1 		$785K Buy
127,854
+14,453
+13% +$84.1K ﹤0.01% 2928
2024
Q4 		$891K Buy
113,401
+4,808
+4% +$48.2K ﹤0.01% 2954
2024
Q3 		$1.16M Buy
+108,593
New +$1.32M ﹤0.01% 2874

Other funds holding ALMS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $4.85B AUM 144% 1-Year Est. Return
SB
Samsara BioCapital Palo Alto, California $1.03B AUM 214.94% 1-Year Est. Return
FCMV
Foresite Capital Management V Larkspur, California $271M AUM 309.87% 1-Year Est. Return
VP
venBio Partners San Francisco, California $281M AUM 261.03% 1-Year Est. Return
FCMV
Foresite Capital Management VI Larkspur, California $460M AUM 261.77% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CAM
Cormorant Asset Management Boston, Massachusetts $1.98B AUM 737.95% 1-Year Est. Return
NI
Nextech Invest Zurich, Switzerland $1.42B AUM 304.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return