HM Payson & Co’s LPL Financial LPLA Stock Holding History

HM Payson & Co’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	$2.22M	Sell	7,380 -175	-2%	-$58.7K	0.03%	156
2025 Q4	$2.7M	Sell	7,555 -100	-1%	-$35.4K	0.04%	138
2025 Q3	$2.55M	Buy	7,655 +94	+1%	+$34.1K	0.04%	140
2025 Q2	$2.84M	Sell	7,561 -74	-1%	-$25.9K	0.04%	131
2025 Q1	$2.5M	Sell	7,635 -177	-2%	-$61.6K	0.04%	143
2024 Q4	$2.55M	Sell	7,812 -689	-8%	-$204K	0.04%	136
2024 Q3	$1.98M	Sell	8,501 -198,974	-96%	-$44.8M	0.03%	157
2024 Q2	$57.9M	Buy	207,475 +12,347	+6%	+$3.35M	1.05%	34
2024 Q1	$51.6M	Buy	195,128 +99,987	+105%	+$25.2M	0.96%	36
2023 Q4	$21.7M	Sell	95,141 -133,792	-58%	-$30.1M	0.45%	53
2023 Q3	$54.4M	Buy	+228,933	New	+$53.2M	1.28%	24
2022 Q4	–	Sell	-50	Closed	-$11K	–	976
2022 Q3	$11K	Hold	50	–	–	﹤0.01%	773
2022 Q2	$9K	Buy	+50	New	+$9.5K	﹤0.01%	824

Other funds holding LPLA

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

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

Samlyn Capital New York $5.82B AUM 36.3% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return