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Apollon Wealth Management’s LPL Financial LPLA Stock Holding History

Apollon Wealth Management’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$210K Sell
745
-294
-28% -$88.2K ﹤0.01% 1464
2026
Q1 		$313K Sell
1,039
-102
-9% -$34.2K 0.01% 1092
2025
Q4 		$408K Sell
1,141
-84
-7% -$29.7K 0.01% 916
2025
Q3 		$408K Sell
1,225
-433
-26% -$157K 0.01% 908
2025
Q2 		$622K Buy
1,658
+391
+31% +$137K 0.01% 715
2025
Q1 		$414K Buy
1,267
+295
+30% +$103K 0.01% 829
2024
Q4 		$317K Buy
972
+63
+7% +$18.6K 0.01% 921
2024
Q3 		$211K Sell
909
-126
-12% -$28.4K 0.01% 1041
2024
Q2 		$289K Buy
1,035
+16
+2% +$4.34K 0.01% 876
2024
Q1 		$269K Buy
1,019
+57
+6% +$14.4K 0.01% 908
2023
Q4 		$219K Buy
+962
New +$216K 0.01% 968
2023
Q3 		– Sell
-998
Closed -$217K – 955
2023
Q2 		$217K Buy
+998
New +$200K 0.01% 842
2023
Q1 		– Sell
-963
Closed -$208K – 900
2022
Q4 		$208K Sell
963
-186
-16% -$43.5K 0.01% 773
2022
Q3 		$251K Buy
1,149
+18
+2% +$3.83K 0.02% 661
2022
Q2 		$209K Buy
+1,131
New +$215K 0.02% 670
2022
Q1 		– Sell
-1,669
Closed -$267K – 797
2021
Q4 		$267K Buy
1,669
+393
+31% +$64.9K 0.02% 612
2021
Q3 		$200K Buy
+1,276
New +$183K 0.03% 440

Other funds holding LPLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Apollon Wealth Management's LPLA Position: Q2 2026 in Review

Apollon Wealth Management reduced its LPL Financial (LPLA) stake by 28% in Q2 2026, selling an estimated $88.2K and leaving 745 shares worth $210K. The position accounts for ﹤0.01% of the portfolio, ranked #1464.

Apollon Wealth Management first reported a position in LPLA in Q3 2021 and has held it in 17 quarters since. The position peaked at $622K in Q2 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Apollon Wealth Management held 745 shares of LPL Financial worth $210K as of Q2 2026.
  • Apollon Wealth Management sold 294 LPL Financial shares in Q2 2026, an estimated $88.2K.
  • LPL Financial made up ﹤0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #1464 holding.
  • Apollon Wealth Management first reported a position in LPL Financial in Q3 2021 and has held it in 17 quarters since.
  • Apollon Wealth Management's LPL Financial position peaked at $622K in Q2 2025.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.