Lord, Abbett & Co’s LPL Financial LPLA Stock Holding History

Lord, Abbett & 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 Q2	$1.36M	Sell	4,819 -7,881	-62%	-$2.37M	﹤0.01%	536
2026 Q1	$3.82M	Buy	12,700 +1,584	+14%	+$531K	0.01%	492
2025 Q4	$3.97M	Buy	+11,116	New	+$3.93M	0.01%	487
2020 Q1	–	Sell	-204,500	Closed	-$18.9M	–	682
2019 Q4	$18.9M	Sell	204,500 -297,300	-59%	-$25.5M	0.06%	401
2019 Q3	$41.1M	Sell	501,800 -8,200	-2%	-$656K	0.14%	241
2019 Q2	$41.6M	Sell	510,000 -8,100	-2%	-$641K	0.14%	259
2019 Q1	$36.1M	Sell	518,100 -8,100	-2%	-$584K	0.12%	274
2018 Q4	$32.1M	Sell	526,200 -18,200	-3%	-$1.11M	0.12%	269
2018 Q3	$35.1M	Sell	544,400 -7,800	-1%	-$517K	0.1%	348
2018 Q2	$36.2M	Buy	+552,200	New	+$36.3M	0.11%	309
2014 Q1	–	Sell	-75,500	Closed	-$3.55M	–	1045
2013 Q4	$3.55M	Buy	+75,500	New	+$3.17M	0.01%	912

Other funds holding LPLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Lord, Abbett & Co's LPLA Position: Q2 2026 in Review

Lord, Abbett & Co reduced its LPL Financial (LPLA) stake by 62% in Q2 2026, selling an estimated $2.37M and leaving 4,819 shares worth $1.36M. The position accounts for ﹤0.01% of the portfolio, ranked #536.

Lord, Abbett & Co first reported a position in LPLA in Q4 2013 and has held it in 11 quarters since. The position peaked at $41.6M in Q2 2019. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Lord, Abbett & Co held 4,819 shares of LPL Financial worth $1.36M as of Q2 2026.
Lord, Abbett & Co sold 7,881 LPL Financial shares in Q2 2026, an estimated $2.37M.
LPL Financial made up ﹤0.01% of Lord, Abbett & Co's portfolio in Q2 2026, its #536 holding.
Lord, Abbett & Co first reported a position in LPL Financial in Q4 2013 and has held it in 11 quarters since.
Lord, Abbett & Co's LPL Financial position peaked at $41.6M in Q2 2019.
763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Lord, Abbett & Co's 13F filing for Q2 2026, filed 14 Aug 2026.