Fidelity Investments’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
Q1 | $390M | Buy |
1,297,690
+632,711
| +95% | +$212M | 0.02% | 602 |
|
|
2025
Q4 | $238M | Sell |
664,979
-456,944
| -41% | -$162M | 0.01% | 795 |
|
|
2025
Q3 | $373M | Sell |
1,121,923
-1,332,551
| -54% | -$483M | 0.02% | 610 |
|
|
2025
Q2 | $920M | Sell |
2,454,474
-710,984
| -22% | -$249M | 0.05% | 304 |
|
|
2025
Q1 | $1.04B | Buy |
3,165,458
+206,735
| +7% | +$72M | 0.07% | 250 |
|
|
2024
Q4 | $966M | Sell |
2,958,723
-363,848
| -11% | -$108M | 0.06% | 274 |
|
|
2024
Q3 | $773M | Buy |
3,322,571
+650,675
| +24% | +$147M | 0.05% | 343 |
|
|
2024
Q2 | $746M | Sell |
2,671,896
-493,387
| -16% | -$134M | 0.05% | 324 |
|
|
2024
Q1 | $836M | Buy |
3,165,283
+366,093
| +13% | +$92.4M | 0.06% | 308 |
|
|
2023
Q4 | $637M | Buy |
2,799,190
+526,259
| +23% | +$118M | 0.05% | 349 |
|
|
2023
Q3 | $540M | Sell |
2,272,931
-153,371
| -6% | -$35.6M | 0.05% | 366 |
|
|
2023
Q2 | $528M | Sell |
2,426,302
-1,857,373
| -43% | -$372M | 0.04% | 415 |
|
|
2023
Q1 | $867M | Buy |
4,283,675
+2,063,212
| +93% | +$472M | 0.08% | 239 |
|
|
2022
Q4 | $480M | Buy |
2,220,463
+53,472
| +2% | +$12.5M | 0.05% | 406 |
|
|
2022
Q3 | $473M | Sell |
2,166,991
-118,317
| -5% | -$25.2M | 0.05% | 375 |
|
|
2022
Q2 | $422M | Buy |
2,285,308
+67,323
| +3% | +$12.8M | 0.04% | 426 |
|
|
2022
Q1 | $405M | Buy |
2,217,985
+41,039
| +2% | +$7.15M | 0.03% | 505 |
|
|
2021
Q4 | $349M | Buy |
2,176,946
+186,234
| +9% | +$30.7M | 0.03% | 576 |
|
|
2021
Q3 | $312M | Buy |
1,990,712
+135,382
| +7% | +$19.4M | 0.02% | 617 |
|
|
2021
Q2 | $250M | Sell |
1,855,330
-108,949
| -6% | -$15.8M | 0.02% | 720 |
|
|
2021
Q1 | $279M | Buy |
1,964,279
+805
| +0% | +$103K | 0.02% | 642 |
|
|
2020
Q4 | $205M | Buy |
1,963,474
+256,163
| +15% | +$23M | 0.02% | 736 |
|
|
2020
Q3 | $131M | Buy |
1,707,311
+248,849
| +17% | +$19.8M | 0.01% | 804 |
|
|
2020
Q2 | $114M | Sell |
1,458,462
-653,559
| -31% | -$43.7M | 0.01% | 823 |
|
|
2020
Q1 | $115M | Sell |
2,112,021
-286,322
| -12% | -$23.1M | 0.02% | 702 |
|
|
2019
Q4 | $221M | Sell |
2,398,343
-130,987
| -5% | -$11.2M | 0.02% | 611 |
|
|
2019
Q3 | $207M | Sell |
2,529,330
-723,632
| -22% | -$57.9M | 0.02% | 612 |
|
|
2019
Q2 | $265M | Buy |
3,252,962
+663,940
| +26% | +$52.5M | 0.03% | 551 |
|
|
2019
Q1 | $180M | Buy |
2,589,022
+825,829
| +47% | +$59.5M | 0.02% | 682 |
|
|
2018
Q4 | $108M | Sell |
1,763,193
-208,412
| -11% | -$12.7M | 0.01% | 822 |
|
|
2018
Q3 | $127M | Buy |
1,971,605
+515,091
| +35% | +$34.1M | 0.01% | 851 |
|
|
2018
Q2 | $95.5M | Buy |
1,456,514
+372,986
| +34% | +$24.5M | 0.01% | 978 |
|
|
2018
Q1 | $66.2M | Sell |
1,083,528
-729,699
| -40% | -$45.2M | 0.01% | 1170 |
|
|
2017
Q4 | $104M | Buy |
1,813,227
+527,448
| +41% | +$27.8M | 0.01% | 983 |
|
|
2017
Q3 | $66.3M | Buy |
1,285,779
+1,275,228
| +12,086% | +$58.7M | 0.01% | 1169 |
|
|
2017
Q2 | $448K | Hold |
10,551
| – | – | ﹤0.01% | 2512 |
|
|
2017
Q1 | $420K | Hold |
10,551
| – | – | ﹤0.01% | 2543 |
|
|
2016
Q4 | $372K | Buy |
+10,551
| New | +$369K | ﹤0.01% | 2571 |
|
|
2016
Q2 | – | Sell |
-151,700
| Closed | -$3.76M | – | 2676 |
|
|
2016
Q1 | $3.76M | Buy |
151,700
+111,752
| +280% | +$3.02M | ﹤0.01% | 2239 |
|
|
2015
Q4 | $1.7M | Sell |
39,948
-32,932
| -45% | -$1.4M | ﹤0.01% | 2455 |
|
|
2015
Q3 | $2.9M | Sell |
72,880
-223,320
| -75% | -$9.61M | ﹤0.01% | 2330 |
|
|
2015
Q2 | $13.8M | Buy |
296,200
+289,989
| +4,669% | +$12.5M | ﹤0.01% | 1893 |
|
|
2015
Q1 | $272K | Sell |
6,211
-736
| -11% | -$32.5K | ﹤0.01% | 2694 |
|
|
2014
Q4 | $309K | Hold |
6,947
| – | – | ﹤0.01% | 2709 |
|
|
2014
Q3 | $320K | Sell |
6,947
-611,116
| -99% | -$29.4M | ﹤0.01% | 2687 |
|
|
2014
Q2 | $30.7M | Sell |
618,063
-808,137
| -57% | -$39.2M | ﹤0.01% | 1593 |
|
|
2014
Q1 | $74.9M | Buy |
1,426,200
+926,200
| +185% | +$48.9M | 0.01% | 1133 |
|
|
2013
Q4 | $23.5M | Sell |
500,000
-500,000
| -50% | -$21M | ﹤0.01% | 1647 |
|
|
2013
Q3 | $38.3M | Buy |
1,000,000
+450,000
| +82% | +$17.2M | 0.01% | 1409 |
|
|
2013
Q2 | $20.8M | Buy |
+550,000
| New | +$19.7M | ﹤0.01% | 1648 |
|
Other funds holding LPLA
VPM
VCM
SC
