Gibbs Wealth Management’s LPL Financial LPLA Stock Holding History

Gibbs Wealth Management’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	$551K	Buy	1,830 +262	+17%	+$87.9K	0.07%	264
2025 Q4	$564K	Sell	1,568 -212	-12%	-$75K	0.14%	176
2025 Q3	$592K	Sell	1,780 -372	-17%	-$135K	0.13%	183
2025 Q2	$807K	Buy	2,152 +12	+0.6%	+$4.2K	0.16%	159
2025 Q1	$700K	Buy	2,140 +452	+27%	+$157K	0.17%	141
2024 Q4	$551K	Buy	1,688 +263	+18%	+$77.8K	0.15%	149
2024 Q3	$331K	Buy	1,425 +181	+15%	+$40.8K	0.11%	200
2024 Q2	$347K	Buy	+1,244	New	+$338K	0.14%	164

Other funds holding LPLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Gibbs Wealth Management's LPLA Position: Q1 2026 in Review

Gibbs Wealth Management increased its LPL Financial (LPLA) stake by 17% in Q1 2026, buying an estimated $87.9K and bringing the position to 1,830 shares worth $551K. The position accounts for 0.07% of the portfolio, ranked #264.

Gibbs Wealth Management first reported a position in LPLA in Q2 2024 and has held it in 8 quarters since. The position peaked at $807K in Q2 2025. 768 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

Gibbs Wealth Management held 1,830 shares of LPL Financial worth $551K as of Q1 2026.
Gibbs Wealth Management bought 262 LPL Financial shares in Q1 2026, an estimated $87.9K.
LPL Financial made up 0.07% of Gibbs Wealth Management's portfolio in Q1 2026, its #264 holding.
Gibbs Wealth Management first reported a position in LPL Financial in Q2 2024 and has held it in 8 quarters since.
Gibbs Wealth Management's LPL Financial position peaked at $807K in Q2 2025.
768 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.