Geode Capital Management’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 | $479M | Buy |
1,594,750
+39,936
| +3% | +$13.4M | 0.03% | 452 |
|
|
2025
Q4 | $554M | Buy |
1,554,814
+11,556
| +0.7% | +$4.09M | 0.03% | 409 |
|
|
2025
Q3 | $512M | Sell |
1,543,258
-181,704
| -11% | -$65.9M | 0.03% | 424 |
|
|
2025
Q2 | $645M | Buy |
1,724,962
+164,484
| +11% | +$57.6M | 0.05% | 352 |
|
|
2025
Q1 | $510M | Buy |
1,560,478
+100,536
| +7% | +$35M | 0.04% | 386 |
|
|
2024
Q4 | $476M | Buy |
1,459,942
+23,111
| +2% | +$6.83M | 0.04% | 403 |
|
|
2024
Q3 | $334M | Buy |
1,436,831
+36,474
| +3% | +$8.22M | 0.03% | 487 |
|
|
2024
Q2 | $391M | Buy |
1,400,357
+31,684
| +2% | +$8.6M | 0.03% | 418 |
|
|
2024
Q1 | $361M | Buy |
1,368,673
+17,007
| +1% | +$4.29M | 0.03% | 440 |
|
|
2023
Q4 | $307M | Buy |
1,351,666
+21,133
| +2% | +$4.75M | 0.03% | 450 |
|
|
2023
Q3 | $316M | Buy |
1,330,533
+11,710
| +0.9% | +$2.72M | 0.04% | 421 |
|
|
2023
Q2 | $286M | Sell |
1,318,823
-138,033
| -9% | -$27.6M | 0.03% | 443 |
|
|
2023
Q1 | $295M | Buy |
1,456,856
+131,196
| +10% | +$30M | 0.04% | 427 |
|
|
2022
Q4 | $286M | Buy |
1,325,660
+212,183
| +19% | +$49.6M | 0.04% | 421 |
|
|
2022
Q3 | $243M | Buy |
1,113,477
+36,691
| +3% | +$7.8M | 0.04% | 440 |
|
|
2022
Q2 | $198M | Buy |
1,076,786
+15,708
| +1% | +$2.98M | 0.03% | 496 |
|
|
2022
Q1 | $194M | Sell |
1,061,078
-45,243
| -4% | -$7.88M | 0.02% | 547 |
|
|
2021
Q4 | $177M | Sell |
1,106,321
-5,686
| -0.5% | -$938K | 0.02% | 578 |
|
|
2021
Q3 | $174M | Sell |
1,112,007
-188,587
| -15% | -$27.1M | 0.02% | 566 |
|
|
2021
Q2 | $176M | Sell |
1,300,594
-24,469
| -2% | -$3.56M | 0.02% | 572 |
|
|
2021
Q1 | $188M | Sell |
1,325,063
-1,555
| -0.1% | -$198K | 0.03% | 519 |
|
|
2020
Q4 | $138M | Sell |
1,326,618
-37,070
| -3% | -$3.33M | 0.02% | 578 |
|
|
2020
Q3 | $105M | Buy |
1,363,688
+25,724
| +2% | +$2.04M | 0.02% | 590 |
|
|
2020
Q2 | $105M | Sell |
1,337,964
-41,757
| -3% | -$2.79M | 0.02% | 559 |
|
|
2020
Q1 | $75.1M | Buy |
1,379,721
+49,393
| +4% | +$3.98M | 0.02% | 591 |
|
|
2019
Q4 | $123M | Sell |
1,330,328
-57,168
| -4% | -$4.91M | 0.03% | 541 |
|
|
2019
Q3 | $114M | Buy |
1,387,496
+32,229
| +2% | +$2.58M | 0.03% | 527 |
|
|
2019
Q2 | $111M | Buy |
1,355,267
+12,593
| +0.9% | +$996K | 0.03% | 535 |
|
|
2019
Q1 | $93.5M | Buy |
1,342,674
+150,596
| +13% | +$10.9M | 0.02% | 563 |
|
|
2018
Q4 | $72.8M | Buy |
1,192,078
+191,891
| +19% | +$11.7M | 0.02% | 580 |
|
|
2018
Q3 | $64.5M | Buy |
1,000,187
+39,581
| +4% | +$2.62M | 0.02% | 684 |
|
|
2018
Q2 | $63M | Buy |
960,606
+52,423
| +6% | +$3.45M | 0.02% | 663 |
|
|
2018
Q1 | $55.5M | Buy |
908,183
+83,149
| +10% | +$5.15M | 0.02% | 682 |
|
|
2017
Q4 | $47.1M | Sell |
825,034
-74,559
| -8% | -$3.92M | 0.02% | 731 |
|
|
2017
Q3 | $46.4M | Buy |
899,593
+233,496
| +35% | +$10.7M | 0.02% | 714 |
|
|
2017
Q2 | $28.3M | Sell |
666,097
-11,331
| -2% | -$460K | 0.01% | 965 |
|
|
2017
Q1 | $27M | Buy |
677,428
+66,223
| +11% | +$2.6M | 0.01% | 954 |
|
|
2016
Q4 | $21.5M | Buy |
611,205
+63,375
| +12% | +$2.21M | 0.01% | 1033 |
|
|
2016
Q3 | $16.4M | Buy |
547,830
+21,962
| +4% | +$594K | 0.01% | 1138 |
|
|
2016
Q2 | $11.8M | Buy |
525,868
+21,635
| +4% | +$543K | 0.01% | 1307 |
|
|
2016
Q1 | $12.5K | Buy |
504,233
+7,564
| +2% | +$204K | 0.01% | 1228 |
|
|
2015
Q4 | $21.2M | Buy |
496,669
+25,558
| +5% | +$1.09M | 0.01% | 861 |
|
|
2015
Q3 | $18.7M | Sell |
471,111
-69,379
| -13% | -$2.98M | 0.01% | 923 |
|
|
2015
Q2 | $25.1M | Buy |
540,490
+113,073
| +26% | +$4.89M | 0.01% | 808 |
|
|
2015
Q1 | $18.7M | Buy |
427,417
+20,671
| +5% | +$914K | 0.01% | 961 |
|
|
2014
Q4 | $18.1M | Buy |
406,746
+6,602
| +2% | +$284K | 0.01% | 932 |
|
|
2014
Q3 | $18.4M | Buy |
400,144
+8,518
| +2% | +$410K | 0.01% | 873 |
|
|
2014
Q2 | $19.5M | Sell |
391,626
-38,802
| -9% | -$1.88M | 0.01% | 867 |
|
|
2014
Q1 | $22.6M | Buy |
430,428
+37,910
| +10% | +$2M | 0.02% | 758 |
|
|
2013
Q4 | $18.5M | Buy |
392,518
+47,076
| +14% | +$1.98M | 0.01% | 825 |
|
|
2013
Q3 | $13.2M | Buy |
345,442
+144,785
| +72% | +$5.54M | 0.01% | 897 |
|
|
2013
Q2 | $7.58M | Buy |
+200,657
| New | +$7.17M | 0.01% | 1136 |
|
Other funds holding LPLA
VPM
VCM
SC
