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F/M Investments’s LPL Financial LPLA Stock Holding History

F/M Investments’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
-8,466
Closed -$3.02M – 400
2025
Q4 		$3.02M Sell
8,466
-301
-3% -$106K 0.11% 194
2025
Q3 		$2.92M Sell
8,767
-279
-3% -$101K 0.11% 190
2025
Q2 		$3.39M Buy
9,046
+468
+5% +$164K 0.12% 181
2025
Q1 		$2.81M Buy
8,578
+310
+4% +$108K 0.11% 183
2024
Q4 		$2.7M Sell
8,268
-670
-7% -$198K 0.1% 188
2024
Q3 		$2.06M Buy
+8,938
New +$2.01M 0.06% 210
2023
Q1 		– Sell
-5,632
Closed -$1.22M – 67
2022
Q4 		$1.22M Buy
+5,632
New +$1.32M 1.47% 31

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

F/M Investments's LPLA Position: Q1 2026 in Review

F/M Investments sold out of LPL Financial (LPLA) in Q1 2026, closing a stake of 8,466 shares — an estimated $3.02M sold.

F/M Investments first reported a position in LPLA in Q4 2022 and held it in 7 quarters. The position peaked at $3.39M in Q2 2025. 768 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • F/M Investments reported no remaining LPL Financial position as of Q1 2026 after selling out during the quarter.
  • F/M Investments sold 8,466 LPL Financial shares in Q1 2026, an estimated $3.02M.
  • F/M Investments first reported a position in LPL Financial in Q4 2022 and held it in 7 quarters.
  • F/M Investments's LPL Financial position peaked at $3.39M in Q2 2025.
  • 768 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on F/M Investments's 13F filing for Q1 2026, filed 11 May 2026.