BlackRock’s LPL Financial LPLA Stock Holding History

BlackRock’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	$1.5B	Sell	4,974,255 -14,769	-0.3%	-$4.96M	0.03%	507
2025 Q4	$1.78B	Buy	4,989,024 +12,507	+0.3%	+$4.42M	0.03%	453
2025 Q3	$1.66B	Buy	4,976,517 +143,720	+3%	+$52.1M	0.03%	474
2025 Q2	$1.81B	Buy	4,832,797 +82,718	+2%	+$29M	0.03%	428
2025 Q1	$1.55B	Sell	4,750,079 -16,466	-0.3%	-$5.73M	0.03%	461
2024 Q4	$1.56B	Buy	4,766,545 +12,141	+0.3%	+$3.59M	0.03%	464
2024 Q3	$1.11B	Sell	4,754,404 -548,355	-10%	-$124M	0.02%	590
2024 Q2	$1.48B	Sell	5,302,759 -774,552	-13%	-$210M	0.03%	446
2024 Q1	$1.61B	Buy	6,077,311 +115,852	+2%	+$29.2M	0.04%	426
2023 Q4	$1.36B	Sell	5,961,459 -382,802	-6%	-$86M	0.03%	457
2023 Q3	$1.51B	Buy	6,344,261 +66,418	+1%	+$15.4M	0.04%	395
2023 Q2	$1.36B	Sell	6,277,843 -264,913	-4%	-$53M	0.04%	436
2023 Q1	$1.32B	Buy	6,542,756 +250,448	+4%	+$57.3M	0.04%	435
2022 Q4	$1.36B	Buy	6,292,308 +1,456,028	+30%	+$340M	0.04%	410
2022 Q3	$1.06B	Buy	4,836,280 +338,360	+8%	+$72M	0.04%	466
2022 Q2	$830M	Buy	4,497,920 +948,626	+27%	+$180M	0.03%	578
2022 Q1	$648M	Sell	3,549,294 -143,538	-4%	-$25M	0.02%	796
2021 Q4	$591M	Buy	3,692,832 +69,639	+2%	+$11.5M	0.02%	903
2021 Q3	$568M	Sell	3,623,193 -140,679	-4%	-$20.2M	0.02%	882
2021 Q2	$508M	Buy	3,763,872 +158,493	+4%	+$23M	0.01%	993
2021 Q1	$513M	Buy	3,605,379 +247,187	+7%	+$31.5M	0.02%	976
2020 Q4	$350M	Buy	3,358,192 +35,950	+1%	+$3.23M	0.01%	1171
2020 Q3	$255M	Sell	3,322,242 -318,051	-9%	-$25.3M	0.01%	1194
2020 Q2	$285M	Sell	3,640,293 -321,178	-8%	-$21.5M	0.01%	1091
2020 Q1	$216M	Buy	3,961,471 +24,160	+0.6%	+$1.95M	0.01%	1103
2019 Q4	$363M	Sell	3,937,311 -88,285	-2%	-$7.58M	0.01%	1051
2019 Q3	$330M	Sell	4,025,596 -118,851	-3%	-$9.51M	0.01%	1049
2019 Q2	$338M	Buy	4,144,447 +120,006	+3%	+$9.5M	0.01%	1040
2019 Q1	$280M	Sell	4,024,441 -157,216	-4%	-$11.3M	0.01%	1162
2018 Q4	$255M	Buy	4,181,657 +39,236	+0.9%	+$2.39M	0.01%	1132
2018 Q3	$267M	Buy	4,142,421 +34,253	+0.8%	+$2.27M	0.01%	1255
2018 Q2	$269M	Buy	4,108,168 +117,989	+3%	+$7.75M	0.01%	1220
2018 Q1	$244M	Buy	3,990,179 +44,761	+1%	+$2.77M	0.01%	1201
2017 Q4	$225M	Buy	3,945,418 +198,189	+5%	+$10.4M	0.01%	1278
2017 Q3	$193M	Buy	3,747,229 +188,614	+5%	+$8.68M	0.01%	1378
2017 Q2	$151M	Buy	3,558,615 +46,013	+1%	+$1.87M	0.01%	1507
2017 Q1	$140M	Buy	3,512,602 +3,483,173	+11,836%	+$137M	0.01%	1549
2016 Q4	$1.04M	Sell	29,429 -3,411	-10%	-$119K	﹤0.01%	1486
2016 Q3	$982K	Buy	32,840 +2,680	+9%	+$72.5K	﹤0.01%	1495
2016 Q2	$679K	Buy	30,160 +19,427	+181%	+$488K	﹤0.01%	1558
2016 Q1	$266K	Buy	10,733 +7,199	+204%	+$194K	﹤0.01%	1676
2015 Q4	$151K	Buy	3,534 +515	+17%	+$21.9K	﹤0.01%	1700
2015 Q3	$120K	Sell	3,019 -482	-14%	-$20.7K	﹤0.01%	1695
2015 Q2	$163K	Sell	3,501 -27,736	-89%	-$1.2M	﹤0.01%	1713
2015 Q1	$1.37M	Sell	31,237 -2,411	-7%	-$107K	﹤0.01%	1214
2014 Q4	$1.5M	Buy	33,648 +29,235	+662%	+$1.26M	﹤0.01%	1118
2014 Q3	$203K	Hold	4,413	–	–	﹤0.01%	1522
2014 Q2	$219K	Sell	4,413 -4,067	-48%	-$197K	﹤0.01%	1491
2014 Q1	$445K	Buy	8,480 +3,353	+65%	+$177K	﹤0.01%	1354
2013 Q4	$241K	Sell	5,127 -559	-10%	-$23.5K	﹤0.01%	1557
2013 Q3	$218K	Sell	5,686 -2,315	-29%	-$88.5K	﹤0.01%	1479
2013 Q2	$303K	Buy	+8,001	New	+$286K	﹤0.01%	1369