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IBM Retirement Fund’s LPL Financial LPLA Stock Holding History

IBM Retirement Fund’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
2022
Q2 		– Sell
-1,258
Closed -$230K – 273
2022
Q1 		$230K Sell
1,258
-71
-5% -$12.4K 0.03% 472
2021
Q4 		$213K Sell
1,329
-921
-41% -$152K 0.03% 527
2021
Q3 		$353K Hold
2,250
– – 0.03% 518
2021
Q2 		$304K Sell
2,250
-410
-15% -$59.6K 0.02% 583
2021
Q1 		$378K Sell
2,660
-265
-9% -$33.8K 0.03% 538
2020
Q4 		$305K Buy
+2,925
New +$263K 0.02% 603
2017
Q1 		– Sell
-6,946
Closed -$245K – 572
2016
Q4 		$245K Sell
6,946
-1,286
-16% -$44.9K 0.01% 839
2016
Q3 		$246K Buy
+8,232
New +$223K 0.01% 893
2016
Q2 		– Sell
-8,265
Closed -$205K – 992
2016
Q1 		$205K Sell
8,265
-10,786
-57% -$291K 0.01% 933
2015
Q4 		$813K Buy
19,051
+1,434
+8% +$61.1K 0.02% 824
2015
Q3 		$701K Sell
17,617
-1,521
-8% -$65.4K 0.01% 778
2015
Q2 		$890K Buy
19,138
+1,379
+8% +$59.6K 0.02% 808
2015
Q1 		$779K Hold
17,759
– – 0.01% 848
2014
Q4 		$791K Buy
17,759
+1,910
+12% +$82.1K 0.01% 833
2014
Q3 		$730K Sell
15,849
-2,422
-13% -$117K 0.01% 826
2014
Q2 		$916K Buy
18,271
+5,084
+39% +$247K 0.02% 814
2014
Q1 		$701K Sell
13,187
-9,287
-41% -$490K 0.01% 874
2013
Q4 		$1.06M Sell
22,474
-461,993
-95% -$19.4M 0.01% 880
2013
Q3 		$18.6M Buy
484,467
+376,954
+351% +$14.4M 0.25% 85
2013
Q2 		$4.06M Buy
+107,513
New +$3.84M 0.05% 395

Other funds holding LPLA

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

IBM Retirement Fund's LPLA Position: Q2 2022 in Review

IBM Retirement Fund sold out of LPL Financial (LPLA) in Q2 2022, closing a stake of 1,258 shares — an estimated $230K sold.

IBM Retirement Fund first reported a position in LPLA in Q2 2013 and held it in 20 quarters. The position peaked at $18.6M in Q3 2013. 532 funds tracked by Wall St. Rank hold LPLA as of Q2 2022.

  • IBM Retirement Fund reported no remaining LPL Financial position as of Q2 2022 after selling out during the quarter.
  • IBM Retirement Fund sold 1,258 LPL Financial shares in Q2 2022, an estimated $230K.
  • IBM Retirement Fund first reported a position in LPL Financial in Q2 2013 and held it in 20 quarters.
  • IBM Retirement Fund's LPL Financial position peaked at $18.6M in Q3 2013.
  • 532 funds tracked by Wall St. Rank held LPL Financial as of Q2 2022.

Based on IBM Retirement Fund's 13F filing for Q2 2022, filed 20 Jul 2022.