LPL Financial
AEBI

LPL Financial’s Aebi Schmidt Holding AG AEBI Stock Holding History

LPL Financial’s Portfolio AEBI Stock Details AEBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$132K Buy
13,574
+203
+2% +$2.78K ﹤0.01% 5612
2025
Q4 		$169K Hold
13,371
– – ﹤0.01% 5492
2025
Q3 		$167K Buy
+13,371
New +$168K ﹤0.01% 5400

Other funds holding AEBI

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return
MVP
Medina Value Partners Los Angeles, California $477M AUM 25.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return

LPL Financial's AEBI Position: Q1 2026 in Review

LPL Financial increased its Aebi Schmidt Holding AG (AEBI) stake by 1.5% in Q1 2026, buying an estimated $2.78K and bringing the position to 13,574 shares worth $132K. The position accounts for ﹤0.01% of the portfolio, ranked #5612.

LPL Financial first reported a position in AEBI in Q3 2025 and has held it in 3 quarters since. The position peaked at $169K in Q4 2025. 140 funds tracked by Wall St. Rank hold AEBI as of Q1 2026.

  • LPL Financial held 13,574 shares of Aebi Schmidt Holding AG worth $132K as of Q1 2026.
  • LPL Financial bought 203 Aebi Schmidt Holding AG shares in Q1 2026, an estimated $2.78K.
  • Aebi Schmidt Holding AG made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5612 holding.
  • LPL Financial first reported a position in Aebi Schmidt Holding AG in Q3 2025 and has held it in 3 quarters since.
  • LPL Financial's Aebi Schmidt Holding AG position peaked at $169K in Q4 2025.
  • 140 funds tracked by Wall St. Rank held Aebi Schmidt Holding AG as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.