Keudell/Morrison Wealth Management’s Altimmune ALT Stock Holding History

Keudell/Morrison 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 Q2	–	Sell	-18,500	Closed	-$57K	–	261
2026 Q1	$57K	Hold	18,500	–	–	0.01%	243
2025 Q4	$66.8K	Buy	+18,500	New	+$80.7K	0.01%	230
2025 Q2	$63.3K	Buy	+16,360	New	+$88.5K	0.01%	227
2024 Q1	–	Sell	-10,940	Closed	-$123K	–	205
2023 Q4	$123K	Sell	10,940 -3,060	-22%	-$12.8K	0.04%	188
2023 Q3	$36.4K	Buy	+14,000	New	+$40.2K	0.01%	178

Other funds holding ALT

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

BWCS

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

PAM

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AWM

Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

Keudell/Morrison Wealth Management's ALT Position: Q2 2026 in Review

Keudell/Morrison Wealth Management sold out of Altimmune (ALT) in Q2 2026, closing a stake of 18,500 shares — an estimated $57K sold.

Keudell/Morrison Wealth Management first reported a position in ALT in Q3 2023 and held it in 5 quarters. The position peaked at $123K in Q4 2023. 12 funds tracked by Wall St. Rank hold ALT as of Q2 2026.

Keudell/Morrison Wealth Management reported no remaining Altimmune position as of Q2 2026 after selling out during the quarter.
Keudell/Morrison Wealth Management sold 18,500 Altimmune shares in Q2 2026, an estimated $57K.
Keudell/Morrison Wealth Management first reported a position in Altimmune in Q3 2023 and held it in 5 quarters.
Keudell/Morrison Wealth Management's Altimmune position peaked at $123K in Q4 2023.
12 funds tracked by Wall St. Rank held Altimmune as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.