LPL Financial
ALGM icon

LPL Financial’s Allegro MicroSystems ALGM Stock Holding History

LPL Financial’s Portfolio ALGM Stock Details ALGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.14M Buy
36,078
+3,605
+11% +$124K ﹤0.01% 4070
2025
Q4 		$857K Sell
32,473
-5,037
-13% -$139K ﹤0.01% 4224
2025
Q3 		$1.1M Buy
37,510
+1,415
+4% +$45.8K ﹤0.01% 3907
2025
Q2 		$1.23M Sell
36,095
-22,875
-39% -$570K ﹤0.01% 3559
2025
Q1 		$1.48M Buy
58,970
+19,471
+49% +$486K ﹤0.01% 3219
2024
Q4 		$863K Sell
39,499
-6,630
-14% -$141K ﹤0.01% 3624
2024
Q3 		$1.07M Sell
46,129
-6,334
-12% -$159K ﹤0.01% 3326
2024
Q2 		$1.48M Sell
52,463
-6,601
-11% -$188K ﹤0.01% 2884
2024
Q1 		$1.59M Buy
59,064
+10,398
+21% +$300K ﹤0.01% 2747
2023
Q4 		$1.47M Buy
48,666
+15,689
+48% +$448K ﹤0.01% 2695
2023
Q3 		$1.05M Buy
32,977
+9,257
+39% +$376K ﹤0.01% 2849
2023
Q2 		$1.07M Buy
23,720
+6,364
+37% +$258K ﹤0.01% 2785
2023
Q1 		$833K Buy
+17,356
New +$706K ﹤0.01% 2891

Other funds holding ALGM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return