Artemis Investment Management’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-51,927
| Closed | -$15.6M | – | 229 |
|
|
2026
Q1 | $15.6M | Sell |
51,927
-11,341
| -18% | -$3.81M | 0.17% | 123 |
|
|
2025
Q4 | $22.6M | Buy |
63,268
+9,036
| +17% | +$3.2M | 0.27% | 99 |
|
|
2025
Q3 | $18M | Sell |
54,232
-44,893
| -45% | -$16.3M | 0.22% | 115 |
|
|
2025
Q2 | $37.2M | Sell |
99,125
-15,655
| -14% | -$5.48M | 0.48% | 77 |
|
|
2025
Q1 | $37.5M | Buy |
114,780
+32,044
| +39% | +$11.2M | 0.58% | 67 |
|
|
2024
Q4 | $27M | Buy |
82,736
+12,896
| +18% | +$3.81M | 0.38% | 83 |
|
|
2024
Q3 | $16.2M | Sell |
69,840
-55,806
| -44% | -$12.6M | 0.25% | 104 |
|
|
2024
Q2 | $35.1M | Buy |
125,646
+14,742
| +13% | +$4M | 0.47% | 61 |
|
|
2024
Q1 | $29.3M | Buy |
110,904
+315
| +0.3% | +$79.5K | 0.37% | 86 |
|
|
2023
Q4 | $25.2M | Sell |
110,589
-144,728
| -57% | -$32.5M | 0.36% | 81 |
|
|
2023
Q3 | $60.6M | Sell |
255,317
-33,531
| -12% | -$7.79M | 0.85% | 37 |
|
|
2023
Q2 | $62.7M | Sell |
288,848
-34,527
| -11% | -$6.91M | 0.78% | 39 |
|
|
2023
Q1 | $65.3M | Sell |
323,375
-32,263
| -9% | -$7.38M | 0.8% | 43 |
|
|
2022
Q4 | $77.1M | Sell |
355,638
-84,420
| -19% | -$19.7M | 0.87% | 43 |
|
|
2022
Q3 | $96.1M | Sell |
440,058
-83,878
| -16% | -$17.8M | 1.1% | 27 |
|
|
2022
Q2 | $96.8M | Sell |
523,936
-90,714
| -15% | -$17.2M | 1% | 32 |
|
|
2022
Q1 | $112M | Sell |
614,650
-153,009
| -20% | -$26.6M | 0.9% | 28 |
|
|
2021
Q4 | $123M | Buy |
767,659
+77,926
| +11% | +$12.9M | 0.89% | 30 |
|
|
2021
Q3 | $108M | Buy |
689,733
+9,595
| +1% | +$1.38M | 0.86% | 32 |
|
|
2021
Q2 | $91.9M | Buy |
680,138
+26,982
| +4% | +$3.92M | 0.79% | 35 |
|
|
2021
Q1 | $92.8M | Sell |
653,156
-1,104
| -0.2% | -$141K | 0.88% | 32 |
|
|
2020
Q4 | $68.3M | Buy |
654,260
+223,546
| +52% | +$20.1M | 0.71% | 43 |
|
|
2020
Q3 | $33M | Sell |
430,714
-45,596
| -10% | -$3.62M | 0.41% | 69 |
|
|
2020
Q2 | $37.4M | Buy |
476,310
+194,262
| +69% | +$13M | 0.5% | 61 |
|
|
2020
Q1 | $15M | Sell |
282,048
-140,007
| -33% | -$11.3M | 0.03% | 98 |
|
|
2019
Q4 | $38M | Buy |
422,055
+103,566
| +33% | +$8.89M | 0.48% | 67 |
|
|
2019
Q3 | $25.4M | Buy |
318,489
+162,392
| +104% | +$13M | 0.35% | 94 |
|
|
2019
Q2 | $12.4M | Buy |
+156,097
| New | +$12.4M | 0.15% | 170 |
|
Other funds holding LPLA
JT
SC
Artemis Investment Management's LPLA Position: Q2 2026 in Review
Artemis Investment Management sold out of LPL Financial (LPLA) in Q2 2026, closing a stake of 51,927 shares — an estimated $15.6M sold.
Artemis Investment Management first reported a position in LPLA in Q2 2019 and held it in 28 quarters. The position peaked at $123M in Q4 2021. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.
- Artemis Investment Management reported no remaining LPL Financial position as of Q2 2026 after selling out during the quarter.
- Artemis Investment Management sold 51,927 LPL Financial shares in Q2 2026, an estimated $15.6M.
- Artemis Investment Management first reported a position in LPL Financial in Q2 2019 and held it in 28 quarters.
- Artemis Investment Management's LPL Financial position peaked at $123M in Q4 2021.
- 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.
Based on Artemis Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.