James Investment Research’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.69M | Sell |
6,002
-184
| -3% | -$55.2K | 0.17% | 125 |
|
|
2026
Q1 | $1.86M | Sell |
6,186
-154
| -2% | -$51.7K | 0.21% | 109 |
|
|
2025
Q4 | $2.26M | Sell |
6,340
-251
| -4% | -$88.8K | 0.25% | 93 |
|
|
2025
Q3 | $2.19M | Sell |
6,591
-4
| -0.1% | -$1.45K | 0.24% | 99 |
|
|
2025
Q2 | $2.47M | Buy |
6,595
+92
| +1% | +$32.2K | 0.29% | 87 |
|
|
2025
Q1 | $2.13M | Sell |
6,503
-678
| -9% | -$236K | 0.27% | 95 |
|
|
2024
Q4 | $2.34M | Sell |
7,181
-94
| -1% | -$27.8K | 0.28% | 92 |
|
|
2024
Q3 | $1.69M | Sell |
7,275
-6,691
| -48% | -$1.51M | 0.2% | 116 |
|
|
2024
Q2 | $3.9M | Sell |
13,966
-731
| -5% | -$198K | 0.46% | 63 |
|
|
2024
Q1 | $3.88M | Buy |
14,697
+47
| +0.3% | +$11.9K | 0.46% | 66 |
|
|
2023
Q4 | $3.33M | Sell |
14,650
-5,265
| -26% | -$1.18M | 0.42% | 73 |
|
|
2023
Q3 | $4.73M | Sell |
19,915
-561
| -3% | -$130K | 0.62% | 54 |
|
|
2023
Q2 | $4.45M | Sell |
20,476
-1,237
| -6% | -$248K | 0.57% | 58 |
|
|
2023
Q1 | $4.39M | Buy |
21,713
+1,012
| +5% | +$231K | 0.58% | 56 |
|
|
2022
Q4 | $4.47M | Sell |
20,701
-7,730
| -27% | -$1.81M | 0.63% | 52 |
|
|
2022
Q3 | $6.21M | Sell |
28,431
-3,140
| -10% | -$668K | 0.89% | 30 |
|
|
2022
Q2 | $5.82M | Sell |
31,571
-2,092
| -6% | -$397K | 0.78% | 36 |
|
|
2022
Q1 | $6.15M | Sell |
33,663
-7,856
| -19% | -$1.37M | 0.65% | 47 |
|
|
2021
Q4 | $6.65M | Sell |
41,519
-2,997
| -7% | -$495K | 0.61% | 55 |
|
|
2021
Q3 | $6.98M | Sell |
44,516
-36,436
| -45% | -$5.23M | 0.65% | 51 |
|
|
2021
Q2 | $10.9M | Buy |
80,952
+7,656
| +10% | +$1.11M | 0.94% | 39 |
|
|
2021
Q1 | $10.4M | Buy |
73,296
+8,290
| +13% | +$1.06M | 0.95% | 32 |
|
|
2020
Q4 | $6.78M | Buy |
65,006
+16,413
| +34% | +$1.47M | 0.61% | 58 |
|
|
2020
Q3 | $3.73M | Sell |
48,593
-690
| -1% | -$54.8K | 0.34% | 86 |
|
|
2020
Q2 | $3.86M | Buy |
49,283
+42,146
| +591% | +$2.82M | 0.36% | 87 |
|
|
2020
Q1 | $388K | Sell |
7,137
-3,275
| -31% | -$264K | 0.04% | 198 |
|
|
2019
Q4 | $960K | Buy |
10,412
+7,930
| +320% | +$681K | 0.07% | 185 |
|
|
2019
Q3 | $203K | Buy |
+2,482
| New | +$199K | 0.01% | 309 |
|
|
2019
Q2 | – | Sell |
-9,335
| Closed | -$650K | – | 735 |
|
|
2019
Q1 | $650K | Buy |
+9,335
| New | +$673K | 0.04% | 402 |
|
|
2018
Q3 | – | Sell |
-32,244
| Closed | -$2.11M | – | 831 |
|
|
2018
Q2 | $2.11M | Sell |
32,244
-75
| -0.2% | -$4.93K | 0.08% | 302 |
|
|
2018
Q1 | $1.97M | Buy |
+32,319
| New | +$2M | 0.07% | 315 |
|
|
2017
Q4 | – | Sell |
-43,595
| Closed | -$2.25M | – | 814 |
|
|
2017
Q3 | $2.25M | Buy |
43,595
+40,020
| +1,119% | +$1.84M | 0.08% | 214 |
|
|
2017
Q2 | $152K | Hold |
3,575
| – | – | ﹤0.01% | 517 |
|
|
2017
Q1 | $142K | Buy |
+3,575
| New | +$141K | ﹤0.01% | 455 |
|
Other funds holding LPLA
JT
SC
James Investment Research's LPLA Position: Q2 2026 in Review
James Investment Research reduced its LPL Financial (LPLA) stake by 3% in Q2 2026, selling an estimated $55.2K and leaving 6,002 shares worth $1.69M. The position accounts for 0.17% of the portfolio, ranked #125.
James Investment Research first reported a position in LPLA in Q1 2017 and has held it in 34 quarters since. The position peaked at $10.9M in Q2 2021. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.
- James Investment Research held 6,002 shares of LPL Financial worth $1.69M as of Q2 2026.
- James Investment Research sold 184 LPL Financial shares in Q2 2026, an estimated $55.2K.
- LPL Financial made up 0.17% of James Investment Research's portfolio in Q2 2026, its #125 holding.
- James Investment Research first reported a position in LPL Financial in Q1 2017 and has held it in 34 quarters since.
- James Investment Research's LPL Financial position peaked at $10.9M in Q2 2021.
- 763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.
Based on James Investment Research's 13F filing for Q2 2026, filed 24 Jul 2026.