Grantham, Mayo, Van Otterloo & Co (GMO)
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Grantham, Mayo, Van Otterloo & Co (GMO)’s LPL Financial LPLA Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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
-3,505
Closed -$1.25M – 684
2025
Q4 		$1.25M Buy
3,505
+102
+3% +$36.1K ﹤0.01% 482
2025
Q3 		$1.13M Buy
3,403
+2,303
+209% +$835K ﹤0.01% 469
2025
Q2 		$412K Buy
+1,100
New +$385K ﹤0.01% 550
2023
Q1 		– Sell
-2,200
Closed -$476K – 742
2022
Q4 		$476K Buy
+2,200
New +$514K ﹤0.01% 585
2020
Q2 		– Sell
-20,100
Closed -$1.09M – 799
2020
Q1 		$1.09M Buy
20,100
+5,400
+37% +$435K 0.01% 483
2019
Q4 		$1.36M Sell
14,700
-7,900
-35% -$678K 0.01% 469
2019
Q3 		$1.85M Sell
22,600
-5,700
-20% -$456K 0.01% 443
2019
Q2 		$2.31M Buy
28,300
+1,000
+4% +$79.1K 0.02% 423
2019
Q1 		$1.9M Buy
+27,300
New +$1.97M 0.01% 401
2018
Q2 		– Sell
-3,600
Closed -$220K – 586
2018
Q1 		$220K Sell
3,600
-1,100
-23% -$68.2K ﹤0.01% 543
2017
Q4 		$269K Sell
4,700
-32,500
-87% -$1.71M ﹤0.01% 533
2017
Q3 		$1.92M Buy
+37,200
New +$1.71M 0.01% 329

Other funds holding LPLA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO)'s LPLA Position: Q1 2026 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) sold out of LPL Financial (LPLA) in Q1 2026, closing a stake of 3,505 shares — an estimated $1.25M sold.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in LPLA in Q3 2017 and held it in 12 quarters. The position peaked at $2.31M in Q2 2019. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Grantham, Mayo, Van Otterloo & Co (GMO) reported no remaining LPL Financial position as of Q1 2026 after selling out during the quarter.
  • Grantham, Mayo, Van Otterloo & Co (GMO) sold 3,505 LPL Financial shares in Q1 2026, an estimated $1.25M.
  • Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in LPL Financial in Q3 2017 and held it in 12 quarters.
  • Grantham, Mayo, Van Otterloo & Co (GMO)'s LPL Financial position peaked at $2.31M in Q2 2019.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q1 2026, filed 14 May 2026.