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BSW Wealth Partners’s LG Display LPL Stock Holding History

BSW Wealth Partners’s Portfolio LPL Stock Details LPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$281K Buy
72,262
+29,583
+69% +$136K 0.03% 265
2026
Q1 		$166K Sell
42,679
-3,732
-8% -$15.8K 0.02% 307
2025
Q4 		$195K Buy
46,411
+1,291
+3% +$6.03K 0.02% 315
2025
Q3 		$236K Buy
45,120
+27,423
+155% +$114K 0.03% 288
2025
Q2 		$60.5K Buy
17,697
+4,298
+32% +$13.3K 0.01% 316
2025
Q1 		$41.7K Buy
+13,399
New +$43.6K 0.01% 304
2023
Q4 		– Sell
-15,402
Closed -$75.2K – 279
2023
Q3 		$75.2K Sell
15,402
-3,588
-19% -$18.9K 0.02% 244
2023
Q2 		$115K Buy
18,990
+308
+2% +$1.88K 0.02% 267
2023
Q1 		$119K Sell
18,682
-4,697
-20% -$26.7K 0.02% 305
2022
Q4 		$116K Buy
+23,379
New +$119K 0.02% 296
2022
Q3 		– Sell
-10,565
Closed -$59K – 286
2022
Q2 		$59K Sell
10,565
-1,198
-10% -$8.13K 0.01% 272
2022
Q1 		$97K Buy
+11,763
New +$100K 0.02% 286

Other funds holding LPL

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

BSW Wealth Partners's LPL Position: Q2 2026 in Review

BSW Wealth Partners increased its LG Display (LPL) stake by 69% in Q2 2026, buying an estimated $136K and bringing the position to 72,262 shares worth $281K. The position accounts for 0.03% of the portfolio, ranked #265.

BSW Wealth Partners first reported a position in LPL in Q1 2022 and has held it in 12 quarters since. 27 funds tracked by Wall St. Rank hold LPL as of Q2 2026.

  • BSW Wealth Partners held 72,262 shares of LG Display worth $281K as of Q2 2026.
  • BSW Wealth Partners bought 29,583 LG Display shares in Q2 2026, an estimated $136K.
  • LG Display made up 0.03% of BSW Wealth Partners's portfolio in Q2 2026, its #265 holding.
  • BSW Wealth Partners first reported a position in LG Display in Q1 2022 and has held it in 12 quarters since.
  • 27 funds tracked by Wall St. Rank held LG Display as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.