LPL Financial
ANNX icon

LPL Financial’s Annexon ANNX Stock Holding History

LPL Financial’s Portfolio ANNX Stock Details ANNX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$73.2K Buy
+13,214
New +$74.4K ﹤0.01% 5728
2025
Q2 		– Sell
-12,926
Closed -$24.9K – 5560
2025
Q1 		$24.9K Buy
+12,926
New +$43K ﹤0.01% 5234
2024
Q3 		– Sell
-22,997
Closed -$113K – 5167
2024
Q2 		$113K Buy
+22,997
New +$119K ﹤0.01% 4717

Other funds holding ANNX

RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.11B AUM 171.34% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
MCO
MAK Capital One New York $679M AUM 29.02% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

LPL Financial's ANNX Position: Q1 2026 in Review

LPL Financial opened a new position in Annexon (ANNX) in Q1 2026: 13,214 shares worth $73.2K. The stake represents ﹤0.01% of the portfolio and ranks #5728 among its holdings. This is a return to the name: LPL Financial previously reported a position in ANNX as recently as Q1 2025.

LPL Financial first reported a position in ANNX in Q2 2024 and has held it in 3 quarters since. The position peaked at $113K in Q2 2024. 217 funds tracked by Wall St. Rank hold ANNX as of Q1 2026.

  • LPL Financial held 13,214 shares of Annexon worth $73.2K as of Q1 2026.
  • Annexon was a new LPL Financial position in Q1 2026.
  • Annexon made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5728 holding.
  • LPL Financial first reported a position in Annexon in Q2 2024 and has held it in 3 quarters since.
  • LPL Financial's Annexon position peaked at $113K in Q2 2024.
  • 217 funds tracked by Wall St. Rank held Annexon as of Q1 2026.

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