First Pacific Advisors’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 | $96.5M | Sell |
320,624
-66,788
| -17% | -$22.4M | 1.35% | 26 |
|
|
2025
Q4 | $138M | Sell |
387,412
-56,091
| -13% | -$19.8M | 1.82% | 19 |
|
|
2025
Q3 | $148M | Hold |
443,503
| – | – | 2.04% | 19 |
|
|
2025
Q2 | $166M | Sell |
443,503
-14,438
| -3% | -$5.06M | 2.38% | 14 |
|
|
2025
Q1 | $150M | Sell |
457,941
-348
| -0.1% | -$121K | 2.4% | 15 |
|
|
2024
Q4 | $150M | Sell |
458,289
-73
| -0% | -$21.6K | 2.14% | 19 |
|
|
2024
Q3 | $107M | Sell |
458,362
-576
| -0.1% | -$130K | 1.48% | 22 |
|
|
2024
Q2 | $128M | Sell |
458,938
-884
| -0.2% | -$240K | 1.73% | 21 |
|
|
2024
Q1 | $121M | Sell |
459,822
-439
| -0.1% | -$111K | 1.7% | 21 |
|
|
2023
Q4 | $105M | Sell |
460,261
-20,384
| -4% | -$4.58M | 1.57% | 23 |
|
|
2023
Q3 | $114M | Sell |
480,645
-855
| -0.2% | -$199K | 1.79% | 22 |
|
|
2023
Q2 | $105M | Sell |
481,500
-285
| -0.1% | -$57.1K | 1.53% | 26 |
|
|
2023
Q1 | $97.5M | Sell |
481,785
-15,333
| -3% | -$3.51M | 1.51% | 26 |
|
|
2022
Q4 | $107M | Sell |
497,118
-60,807
| -11% | -$14.2M | 1.65% | 27 |
|
|
2022
Q3 | $122M | Sell |
557,925
-4,381
| -0.8% | -$932K | 1.93% | 21 |
|
|
2022
Q2 | $104M | Sell |
562,306
-71,406
| -11% | -$13.6M | 1.54% | 26 |
|
|
2022
Q1 | $116M | Sell |
633,712
-60,285
| -9% | -$10.5M | 1.49% | 26 |
|
|
2021
Q4 | $111M | Sell |
693,997
-31,631
| -4% | -$5.22M | 1.38% | 23 |
|
|
2021
Q3 | $114M | Sell |
725,628
-71,056
| -9% | -$10.2M | 1.48% | 23 |
|
|
2021
Q2 | $108M | Sell |
796,684
-66,234
| -8% | -$9.63M | 1.35% | 26 |
|
|
2021
Q1 | $123M | Sell |
862,918
-236,097
| -21% | -$30.1M | 1.67% | 24 |
|
|
2020
Q4 | $115M | Sell |
1,099,015
-273,091
| -20% | -$24.5M | 1.48% | 26 |
|
|
2020
Q3 | $105M | Sell |
1,372,106
-30,210
| -2% | -$2.4M | 1.5% | 26 |
|
|
2020
Q2 | $110M | Sell |
1,402,316
-240,582
| -15% | -$16.1M | 1.52% | 26 |
|
|
2020
Q1 | $89.4M | Sell |
1,642,898
-254,348
| -13% | -$20.5M | 1.29% | 29 |
|
|
2019
Q4 | $175M | Sell |
1,897,246
-713,927
| -27% | -$61.3M | 1.7% | 25 |
|
|
2019
Q3 | $214M | Sell |
2,611,173
-292,083
| -10% | -$23.4M | 2.06% | 22 |
|
|
2019
Q2 | $237M | Sell |
2,903,256
-21,406
| -0.7% | -$1.69M | 2.07% | 24 |
|
|
2019
Q1 | $204M | Sell |
2,924,662
-518,638
| -15% | -$37.4M | 1.79% | 26 |
|
|
2018
Q4 | $210M | Sell |
3,443,300
-24,416
| -0.7% | -$1.49M | 2.01% | 25 |
|
|
2018
Q3 | $224M | Sell |
3,467,716
-9,586
| -0.3% | -$636K | 1.62% | 31 |
|
|
2018
Q2 | $228M | Sell |
3,477,302
-400,100
| -10% | -$26.3M | 1.64% | 28 |
|
|
2018
Q1 | $237M | Sell |
3,877,402
-346,678
| -8% | -$21.5M | 1.8% | 25 |
|
|
2017
Q4 | $241M | Sell |
4,224,080
-313,600
| -7% | -$16.5M | 1.81% | 23 |
|
|
2017
Q3 | $234M | Sell |
4,537,680
-11,670
| -0.3% | -$537K | 1.8% | 25 |
|
|
2017
Q2 | $193M | Sell |
4,549,350
-23,320
| -0.5% | -$946K | 1.46% | 26 |
|
|
2017
Q1 | $182M | Sell |
4,572,670
-13,820
| -0.3% | -$543K | 1.46% | 26 |
|
|
2016
Q4 | $161M | Buy |
4,586,490
+20,800
| +0.5% | +$727K | 1.29% | 26 |
|
|
2016
Q3 | $137M | Buy |
4,565,690
+120
| +0% | +$3.25K | 1.13% | 27 |
|
|
2016
Q2 | $103M | Sell |
4,565,570
-302,270
| -6% | -$7.59M | 0.87% | 28 |
|
|
2016
Q1 | $121M | Buy |
4,867,840
+359,240
| +8% | +$9.7M | 1.1% | 25 |
|
|
2015
Q4 | $192M | Buy |
4,508,600
+116,490
| +3% | +$4.96M | 1.71% | 21 |
|
|
2015
Q3 | $175M | Buy |
4,392,110
+1,725,510
| +65% | +$74.2M | 1.51% | 22 |
|
|
2015
Q2 | $124M | Buy |
+2,666,600
| New | +$115M | 1.01% | 31 |
|
Other funds holding LPLA
VPM
VCM
SC
