LPL Financial’s Momentus MNTS Stock Holding History

LPL Financial’s Portfolio MNTS Stock Details MNTS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$140K	Buy	+20,826	New	+$167K	﹤0.01%	5851
2023 Q3	–	Sell	-3	Closed	-$10.2K	–	4756
2023 Q2	$10.2K	Buy	3 +1	+50%	+$4.71K	﹤0.01%	4559
2023 Q1	$14.7K	Hold	2	–	–	﹤0.01%	4434
2022 Q4	$20.3K	Hold	2	–	–	﹤0.01%	4362
2022 Q3	$37K	Hold	2	–	–	﹤0.01%	4271
2022 Q2	$59K	Buy	+2	New	+$73K	﹤0.01%	4215
2022 Q1	–	Sell	-2	Closed	-$101K	–	4323
2021 Q4	$101K	Hold	2	–	–	﹤0.01%	4133
2021 Q3	$268K	Sell	2 -3	-60%	-$399K	﹤0.01%	3743
2021 Q2	$928K	Buy	5 +1	+25%	+$146K	﹤0.01%	2629
2021 Q1	$588K	Buy	+4	New	+$960K	﹤0.01%	2885

Other funds holding MNTS

DKCM

Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

WAM

Weiss Asset Management Boston, Massachusetts $9.54B AUM 55.06% 1-Year Est. Return

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

LPL Financial's MNTS Position: Q2 2026 in Review

LPL Financial opened a new position in Momentus (MNTS) in Q2 2026: 20,826 shares worth $140K. The stake represents ﹤0.01% of the portfolio and ranks #5851 among its holdings. This is a return to the name: LPL Financial previously reported a position in MNTS as recently as Q2 2023.

LPL Financial first reported a position in MNTS in Q1 2021 and has held it in 10 quarters since. The position peaked at $928K in Q2 2021. 46 funds tracked by Wall St. Rank hold MNTS as of Q2 2026.

LPL Financial held 20,826 shares of Momentus worth $140K as of Q2 2026.
Momentus was a new LPL Financial position in Q2 2026.
Momentus made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5851 holding.
LPL Financial first reported a position in Momentus in Q1 2021 and has held it in 10 quarters since.
LPL Financial's Momentus position peaked at $928K in Q2 2021.
46 funds tracked by Wall St. Rank held Momentus as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.