Armstrong Advisory Group’s LPL Financial LPLA Stock Holding History

Armstrong Advisory Group’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 Q3	–	Sell	-9	Closed	-$2.54K	–	1073
2026 Q2	$2.54K	Hold	9	–	–	﹤0.01%	880
2026 Q1	$2.71K	Hold	9	–	–	﹤0.01%	844
2025 Q4	$3.22K	Hold	9	–	–	﹤0.01%	813
2025 Q3	$3K	Hold	9	–	–	﹤0.01%	823
2025 Q2	$3.38K	Buy	+9	New	+$3.15K	﹤0.01%	799

Other funds holding LPLA

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Family Wealth Partners Matthews, North Carolina $331M AUM 13.01% 1-Year Est. Return

Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Tran Capital Management San Rafael, California $873M AUM 51.28% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return

Armstrong Advisory Group's LPLA Position: Q3 2026 in Review

Armstrong Advisory Group sold out of LPL Financial (LPLA) in Q3 2026, closing a stake of 9 shares — an estimated $2.54K sold.

Armstrong Advisory Group first reported a position in LPLA in Q2 2025 and held it in 5 quarters. The position peaked at $3.38K in Q2 2025. 133 funds tracked by Wall St. Rank hold LPLA as of Q3 2026.

Armstrong Advisory Group reported no remaining LPL Financial position as of Q3 2026 after selling out during the quarter.
Armstrong Advisory Group sold 9 LPL Financial shares in Q3 2026, an estimated $2.54K.
Armstrong Advisory Group first reported a position in LPL Financial in Q2 2025 and held it in 5 quarters.
Armstrong Advisory Group's LPL Financial position peaked at $3.38K in Q2 2025.
133 funds tracked by Wall St. Rank held LPL Financial as of Q3 2026.

Based on Armstrong Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.