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HB Wealth Management’s LG Display LPL Stock Holding History

HB Wealth Management’s Portfolio LPL Stock Details LPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$261K Buy
67,085
+35,430
+112% +$163K ﹤0.01% 1448
2026
Q1 		$123K Buy
+31,655
New +$134K ﹤0.01% 1486
2024
Q3 		– Sell
-11,274
Closed -$46.4K – 997
2024
Q2 		$46.4K Buy
11,274
+151
+1% +$584 ﹤0.01% 905
2024
Q1 		$45.6K Buy
+11,123
New +$49.8K ﹤0.01% 837

Other funds holding LPL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

HB Wealth Management's LPL Position: Q2 2026 in Review

HB Wealth Management increased its LG Display (LPL) stake by 112% in Q2 2026, buying an estimated $163K and bringing the position to 67,085 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #1448.

HB Wealth Management first reported a position in LPL in Q1 2024 and has held it in 4 quarters since. 190 funds tracked by Wall St. Rank hold LPL as of Q2 2026.

  • HB Wealth Management held 67,085 shares of LG Display worth $261K as of Q2 2026.
  • HB Wealth Management bought 35,430 LG Display shares in Q2 2026, an estimated $163K.
  • LG Display made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1448 holding.
  • HB Wealth Management first reported a position in LG Display in Q1 2024 and has held it in 4 quarters since.
  • 190 funds tracked by Wall St. Rank held LG Display as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.