LPC
LPLA icon

Lone Pine Capital’s LPL Financial LPLA Stock Holding History

Lone Pine Capital’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 		$617M Sell
2,049,967
-24,981
-1% -$8.38M 4.92% 4
2025
Q4 		$741M Sell
2,074,948
-180,766
-8% -$63.9M 5.44% 4
2025
Q3 		$750M Buy
2,255,714
+383,466
+20% +$139M 5.46% 5
2025
Q2 		$702M Buy
1,872,248
+108,233
+6% +$37.9M 5.08% 6
2025
Q1 		$577M Sell
1,764,015
-158,733
-8% -$55.3M 5.06% 7
2024
Q4 		$628M Sell
1,922,748
-257,389
-12% -$76.1M 4.66% 8
2024
Q3 		$507M Buy
2,180,137
+495,067
+29% +$112M 3.78% 14
2024
Q2 		$471M Hold
1,685,070
– – 3.82% 14
2024
Q1 		$445M Sell
1,685,070
-155,044
-8% -$39.1M 3.51% 15
2023
Q4 		$419M Hold
1,840,114
– – 3.62% 16
2023
Q3 		$437M Sell
1,840,114
-162,944
-8% -$37.8M 4.22% 11
2023
Q2 		$436M Buy
2,003,058
+143,417
+8% +$28.7M 3.99% 11
2023
Q1 		$376M Sell
1,859,641
-147,681
-7% -$33.8M 3.48% 13
2022
Q4 		$434M Buy
2,007,322
+26,960
+1% +$6.3M 4.14% 12
2022
Q3 		$433M Sell
1,980,362
-308,789
-13% -$65.7M 4.08% 13
2022
Q2 		$422M Buy
+2,289,151
New +$435M 3.98% 11
2014
Q4 		– Sell
-8,518,366
Closed -$392M – 55
2014
Q3 		$392M Hold
8,518,366
– – 1.57% 27
2014
Q2 		$424M Hold
8,518,366
– – 1.76% 25
2014
Q1 		$448M Buy
+8,518,366
New +$450M 2.01% 21

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