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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Apollon Wealth Management's LPLA Position: Q1 2026 in Review

Apollon Wealth Management reduced its LPL Financial (LPLA) stake by 8.9% in Q1 2026, selling an estimated $34.2K and leaving 1,039 shares worth $313K. The position accounts for 0.01% of the portfolio, ranked #1092.

Apollon Wealth Management first reported a position in LPLA in Q3 2021 and has held it in 16 quarters since. The position peaked at $622K in Q2 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Apollon Wealth Management held 1,039 shares of LPL Financial worth $313K as of Q1 2026.
  • Apollon Wealth Management sold 102 LPL Financial shares in Q1 2026, an estimated $34.2K.
  • LPL Financial made up 0.01% of Apollon Wealth Management's portfolio in Q1 2026, its #1092 holding.
  • Apollon Wealth Management first reported a position in LPL Financial in Q3 2021 and has held it in 16 quarters since.
  • Apollon Wealth Management's LPL Financial position peaked at $622K in Q2 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.