LPL Financial’s ATI ATI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $24.1M | Buy |
165,570
+98,944
| +149% | +$13.8M | 0.01% | 1336 |
|
|
2025
Q4 | $7.65M | Sell |
66,626
-10,148
| -13% | -$989K | ﹤0.01% | 2169 |
|
|
2025
Q3 | $6.24M | Buy |
76,774
+21,392
| +39% | +$1.73M | ﹤0.01% | 2277 |
|
|
2025
Q2 | $4.78M | Sell |
55,382
-1,426
| -3% | -$97.6K | ﹤0.01% | 2347 |
|
|
2025
Q1 | $2.96M | Buy |
56,808
+8,876
| +19% | +$504K | ﹤0.01% | 2577 |
|
|
2024
Q4 | $2.64M | Sell |
47,932
-2,203
| -4% | -$130K | ﹤0.01% | 2617 |
|
|
2024
Q3 | $3.35M | Buy |
50,135
+2,472
| +5% | +$153K | ﹤0.01% | 2282 |
|
|
2024
Q2 | $2.64M | Buy |
47,663
+7,205
| +18% | +$404K | ﹤0.01% | 2364 |
|
|
2024
Q1 | $2.07M | Buy |
40,458
+335
| +0.8% | +$15.1K | ﹤0.01% | 2511 |
|
|
2023
Q4 | $1.82M | Buy |
40,123
+3,573
| +10% | +$148K | ﹤0.01% | 2486 |
|
|
2023
Q3 | $1.5M | Buy |
36,550
+2,447
| +7% | +$109K | ﹤0.01% | 2551 |
|
|
2023
Q2 | $1.51M | Buy |
34,103
+5,797
| +20% | +$222K | ﹤0.01% | 2506 |
|
|
2023
Q1 | $1.12M | Buy |
28,306
+11,290
| +66% | +$426K | ﹤0.01% | 2671 |
|
|
2022
Q4 | $508K | Buy |
17,016
+1,620
| +11% | +$47.4K | ﹤0.01% | 3231 |
|
|
2022
Q3 | $410K | Sell |
15,396
-814
| -5% | -$22.7K | ﹤0.01% | 3329 |
|
|
2022
Q2 | $368K | Sell |
16,210
-2,007
| -11% | -$52.9K | ﹤0.01% | 3455 |
|
|
2022
Q1 | $489K | Buy |
18,217
+2,244
| +14% | +$52K | ﹤0.01% | 3224 |
|
|
2021
Q4 | $254K | Buy |
15,973
+233
| +1% | +$3.74K | ﹤0.01% | 3809 |
|
|
2021
Q3 | $262K | Buy |
15,740
+823
| +6% | +$15.6K | ﹤0.01% | 3756 |
|
|
2021
Q2 | $311K | Sell |
14,917
-2,455
| -14% | -$56.3K | ﹤0.01% | 3562 |
|
|
2021
Q1 | $366K | Buy |
17,372
+718
| +4% | +$14K | ﹤0.01% | 3309 |
|
|
2020
Q4 | $279K | Sell |
16,654
-2,938
| -15% | -$37.3K | ﹤0.01% | 3260 |
|
|
2020
Q3 | $171K | Buy |
19,592
+2,720
| +16% | +$25K | ﹤0.01% | 3250 |
|
|
2020
Q2 | $172K | Buy |
+16,872
| New | +$146K | ﹤0.01% | 3168 |
|
|
2020
Q1 | – | Sell |
-10,226
| Closed | -$211K | – | 3221 |
|
|
2019
Q4 | $211K | Sell |
10,226
-1,835
| -15% | -$39.8K | ﹤0.01% | 3060 |
|
|
2019
Q3 | $244K | Sell |
12,061
-1,165
| -9% | -$24.6K | ﹤0.01% | 2848 |
|
|
2019
Q2 | $333K | Buy |
13,226
+3,530
| +36% | +$86K | ﹤0.01% | 2615 |
|
|
2019
Q1 | $248K | Sell |
9,696
-130
| -1% | -$3.42K | ﹤0.01% | 2780 |
|
|
2018
Q4 | $214K | Buy |
9,826
+1,326
| +16% | +$34.4K | ﹤0.01% | 2762 |
|
|
2018
Q3 | $251K | Buy |
+8,500
| New | +$229K | ﹤0.01% | 2831 |
|
|
2017
Q3 | – | Sell |
-10,231
| Closed | -$174K | – | 2866 |
|
|
2017
Q2 | $174K | Buy |
+10,231
| New | +$172K | ﹤0.01% | 2620 |
|
|
2016
Q2 | – | Sell |
-13,477
| Closed | -$204K | – | 2644 |
|
|
2016
Q1 | $204K | Sell |
13,477
-3,260
| -19% | -$39.7K | ﹤0.01% | 2784 |
|
|
2015
Q4 | $187K | Buy |
16,737
+926
| +6% | +$12.7K | ﹤0.01% | 2846 |
|
|
2015
Q3 | $252K | Buy |
15,811
+1,034
| +7% | +$21.4K | ﹤0.01% | 2339 |
|
|
2015
Q2 | $423K | Sell |
14,777
-20,024
| -58% | -$662K | ﹤0.01% | 2036 |
|
|
2015
Q1 | $1.03M | Buy |
34,801
+27,374
| +369% | +$851K | 0.01% | 1334 |
|
|
2014
Q4 | $258K | Buy |
7,427
+656
| +10% | +$21.7K | ﹤0.01% | 2292 |
|
|
2014
Q3 | $244K | Buy |
6,771
+1,496
| +28% | +$62.9K | ﹤0.01% | 2316 |
|
|
2014
Q2 | $238K | Buy |
+5,275
| New | +$216K | ﹤0.01% | 2369 |
|
Other funds holding ATI
VCM
VPM
LPL Financial's ATI Position: Q1 2026 in Review
LPL Financial increased its ATI (ATI) stake by 149% in Q1 2026, buying an estimated $13.8M and bringing the position to 165,570 shares worth $24.1M. The position accounts for 0.01% of the portfolio, ranked #1336.
LPL Financial first reported a position in ATI in Q2 2014 and has held it in 39 quarters since. 674 funds tracked by Wall St. Rank hold ATI as of Q1 2026.
- LPL Financial held 165,570 shares of ATI worth $24.1M as of Q1 2026.
- LPL Financial bought 98,944 ATI shares in Q1 2026, an estimated $13.8M.
- ATI made up 0.01% of LPL Financial's portfolio in Q1 2026, its #1336 holding.
- LPL Financial first reported a position in ATI in Q2 2014 and has held it in 39 quarters since.
- 674 funds tracked by Wall St. Rank held ATI as of Q1 2026.
Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.