LPL Financial
ALMU

LPL Financial’s Aeluma Inc ALMU Stock Holding History

LPL Financial’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 		$344K Buy
26,294
+830
+3% +$13.8K ﹤0.01% 5095
2025
Q4 		$437K Sell
25,464
-1,577
-6% -$24.9K ﹤0.01% 4839
2025
Q3 		$435K Buy
+27,041
New +$506K ﹤0.01% 4737

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

LPL Financial's ALMU Position: Q1 2026 in Review

LPL Financial increased its Aeluma Inc (ALMU) stake by 3.3% in Q1 2026, buying an estimated $13.8K and bringing the position to 26,294 shares worth $344K. The position accounts for ﹤0.01% of the portfolio, ranked #5095.

LPL Financial first reported a position in ALMU in Q3 2025 and has held it in 3 quarters since. The position peaked at $437K in Q4 2025. 89 funds tracked by Wall St. Rank hold ALMU as of Q1 2026.

  • LPL Financial held 26,294 shares of Aeluma Inc worth $344K as of Q1 2026.
  • LPL Financial bought 830 Aeluma Inc shares in Q1 2026, an estimated $13.8K.
  • Aeluma Inc made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5095 holding.
  • LPL Financial first reported a position in Aeluma Inc in Q3 2025 and has held it in 3 quarters since.
  • LPL Financial's Aeluma Inc position peaked at $437K in Q4 2025.
  • 89 funds tracked by Wall St. Rank held Aeluma Inc as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.