LPL Financial
APAM icon

LPL Financial’s Artisan Partners APAM Stock Holding History

LPL Financial’s Portfolio APAM Stock Details APAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.51M Sell
43,837
-5,091
-10% -$187K ﹤0.01% 4048
2026
Q1 		$1.78M Sell
48,928
-2,799
-5% -$114K ﹤0.01% 3634
2025
Q4 		$2.11M Sell
51,727
-1,136
-2% -$48.5K ﹤0.01% 3362
2025
Q3 		$2.29M Sell
52,863
-144
-0.3% -$6.64K ﹤0.01% 3193
2025
Q2 		$2.35M Buy
53,007
+11,666
+28% +$466K ﹤0.01% 2978
2025
Q1 		$1.62M Sell
41,341
-2,118
-5% -$89.7K ﹤0.01% 3138
2024
Q4 		$1.87M Sell
43,459
-4,912
-10% -$224K ﹤0.01% 2921
2024
Q3 		$2.1M Sell
48,371
-17,868
-27% -$737K ﹤0.01% 2689
2024
Q2 		$2.73M Buy
66,239
+12,433
+23% +$537K ﹤0.01% 2338
2024
Q1 		$2.46M Buy
53,806
+47,910
+813% +$2.06M ﹤0.01% 2360
2023
Q4 		$260K Sell
5,896
-861
-13% -$32.5K ﹤0.01% 4202
2023
Q3 		$253K Sell
6,757
-2,867
-30% -$111K ﹤0.01% 4068
2023
Q2 		$378K Sell
9,624
-23,759
-71% -$820K ﹤0.01% 3678
2023
Q1 		$1.07M Buy
33,383
+1,711
+5% +$57.4K ﹤0.01% 2699
2022
Q4 		$941K Sell
31,672
-674
-2% -$20.7K ﹤0.01% 2699
2022
Q3 		$871K Buy
32,346
+7,679
+31% +$270K ﹤0.01% 2655
2022
Q2 		$877K Buy
24,667
+2,137
+9% +$77.7K ﹤0.01% 2680
2022
Q1 		$887K Buy
22,530
+86
+0.4% +$3.49K ﹤0.01% 2703
2021
Q4 		$1.07M Sell
22,444
-1,730
-7% -$83.1K ﹤0.01% 2599
2021
Q3 		$1.18M Sell
24,174
-11,094
-31% -$560K ﹤0.01% 2484
2021
Q2 		$1.79M Buy
35,268
+23,745
+206% +$1.25M ﹤0.01% 2066
2021
Q1 		$601K Buy
11,523
+4,639
+67% +$237K ﹤0.01% 2864
2020
Q4 		$347K Buy
+6,884
New +$313K ﹤0.01% 3092
2020
Q1 		– Sell
-9,152
Closed -$296K – 3217
2019
Q4 		$296K Buy
9,152
+1,224
+15% +$35.3K ﹤0.01% 2782
2019
Q3 		$224K Sell
7,928
-1,969
-20% -$55.1K ﹤0.01% 2906
2019
Q2 		$272K Sell
9,897
-1,147
-10% -$30.5K ﹤0.01% 2782
2019
Q1 		$279K Buy
11,044
+745
+7% +$18.2K ﹤0.01% 2703
2018
Q4 		$228K Buy
+10,299
New +$275K ﹤0.01% 2705

Other funds holding APAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

LPL Financial's APAM Position: Q2 2026 in Review

LPL Financial reduced its Artisan Partners (APAM) stake by 10% in Q2 2026, selling an estimated $187K and leaving 43,837 shares worth $1.51M. The position accounts for ﹤0.01% of the portfolio, ranked #4048.

LPL Financial first reported a position in APAM in Q4 2018 and has held it in 28 quarters since. The position peaked at $2.73M in Q2 2024. 381 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

  • LPL Financial held 43,837 shares of Artisan Partners worth $1.51M as of Q2 2026.
  • LPL Financial sold 5,091 Artisan Partners shares in Q2 2026, an estimated $187K.
  • Artisan Partners made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4048 holding.
  • LPL Financial first reported a position in Artisan Partners in Q4 2018 and has held it in 28 quarters since.
  • LPL Financial's Artisan Partners position peaked at $2.73M in Q2 2024.
  • 381 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.