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Axxcess Wealth Management’s LPL Financial LPLA Stock Holding History

Axxcess 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 		– Sell
-1,170
Closed -$418K – 741
2025
Q4 		$418K Sell
1,170
-173
-13% -$61.2K 0.01% 749
2025
Q3 		$447K Sell
1,343
-807
-38% -$293K 0.01% 649
2025
Q2 		$806K Buy
2,150
+25
+1% +$8.76K 0.02% 480
2025
Q1 		$695K Buy
2,125
+788
+59% +$274K 0.02% 477
2024
Q4 		$436K Sell
1,337
-26
-2% -$7.69K 0.01% 577
2024
Q3 		$317K Sell
1,363
-91
-6% -$20.5K 0.01% 675
2024
Q2 		$406K Sell
1,454
-763
-34% -$207K 0.01% 572
2024
Q1 		$586K Buy
2,217
+761
+52% +$192K 0.02% 504
2023
Q4 		$332K Sell
1,456
-1,288
-47% -$290K 0.01% 621
2023
Q3 		$652K Buy
2,744
+137
+5% +$31.8K 0.02% 408
2023
Q2 		$567K Buy
2,607
+178
+7% +$35.6K 0.04% 328
2023
Q1 		$492K Sell
2,429
-378
-13% -$86.4K 0.04% 373
2022
Q4 		$607K Sell
2,807
-2,132
-43% -$498K 0.05% 319
2022
Q3 		$1.08M Buy
4,939
+522
+12% +$111K 0.1% 180
2022
Q2 		$815K Sell
4,417
-674
-13% -$128K 0.08% 219
2022
Q1 		$930K Buy
5,091
+2,254
+79% +$393K 0.07% 232
2021
Q4 		$454K Buy
+2,837
New +$468K 0.03% 380

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
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

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

Axxcess Wealth Management sold out of LPL Financial (LPLA) in Q1 2026, closing a stake of 1,170 shares — an estimated $418K sold.

Axxcess Wealth Management first reported a position in LPLA in Q4 2021 and held it in 17 quarters. The position peaked at $1.08M in Q3 2022. 768 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Axxcess Wealth Management reported no remaining LPL Financial position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 1,170 LPL Financial shares in Q1 2026, an estimated $418K.
  • Axxcess Wealth Management first reported a position in LPL Financial in Q4 2021 and held it in 17 quarters.
  • Axxcess Wealth Management's LPL Financial position peaked at $1.08M in Q3 2022.
  • 768 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.