WIM
ALMU

Westside Investment Management’s Aeluma Inc ALMU Stock Holding History

Westside Investment Management’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
Q2 		$1.16M Sell
52,575
-10,255
-16% -$219K 0.15% 132
2026
Q1 		$822K Buy
62,830
+12,530
+25% +$208K 0.13% 149
2025
Q4 		$864K Buy
50,300
+17,165
+52% +$271K 0.14% 133
2025
Q3 		$533K Buy
+33,135
New +$620K 0.09% 177

Other funds holding ALMU

WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
ISWM
Intesa Sanpaolo Wealth Management Ville De Luxembourg $500M AUM
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Westside Investment Management's ALMU Position: Q2 2026 in Review

Westside Investment Management reduced its Aeluma Inc (ALMU) stake by 16% in Q2 2026, selling an estimated $219K and leaving 52,575 shares worth $1.16M. The position accounts for 0.15% of the portfolio, ranked #132.

Westside Investment Management first reported a position in ALMU in Q3 2025 and has held it in 4 quarters since. 19 funds tracked by Wall St. Rank hold ALMU as of Q2 2026.

  • Westside Investment Management held 52,575 shares of Aeluma Inc worth $1.16M as of Q2 2026.
  • Westside Investment Management sold 10,255 Aeluma Inc shares in Q2 2026, an estimated $219K.
  • Aeluma Inc made up 0.15% of Westside Investment Management's portfolio in Q2 2026, its #132 holding.
  • Westside Investment Management first reported a position in Aeluma Inc in Q3 2025 and has held it in 4 quarters since.
  • 19 funds tracked by Wall St. Rank held Aeluma Inc as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.