LPL Financial
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LPL Financial’s BlackBerry BB Stock Holding History

LPL Financial’s Portfolio BB Stock Details BB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.56M Buy
202,121
+110,106
+120% +$769K ﹤0.01% 3480
2026
Q1 		$298K Sell
92,015
-80,320
-47% -$284K ﹤0.01% 5190
2025
Q4 		$653K Sell
172,335
-17,354
-9% -$76.3K ﹤0.01% 4475
2025
Q3 		$926K Sell
189,689
-2,841
-1% -$11.3K ﹤0.01% 4073
2025
Q2 		$882K Buy
192,530
+34,789
+22% +$131K ﹤0.01% 3862
2025
Q1 		$595K Sell
157,741
-35,083
-18% -$160K ﹤0.01% 4004
2024
Q4 		$729K Buy
192,824
+92,738
+93% +$246K ﹤0.01% 3761
2024
Q3 		$262K Buy
100,086
+2,778
+3% +$6.62K ﹤0.01% 4537
2024
Q2 		$241K Buy
97,308
+6,244
+7% +$17.4K ﹤0.01% 4421
2024
Q1 		$251K Buy
91,064
+2,523
+3% +$7.37K ﹤0.01% 4344
2023
Q4 		$313K Buy
88,541
+3,921
+5% +$14.7K ﹤0.01% 4054
2023
Q3 		$399K Sell
84,620
-2,463
-3% -$12.1K ﹤0.01% 3664
2023
Q2 		$482K Sell
87,083
-16,426
-16% -$79.6K ﹤0.01% 3484
2023
Q1 		$472K Buy
103,509
+862
+0.8% +$3.42K ﹤0.01% 3384
2022
Q4 		$335K Buy
102,647
+8,869
+9% +$39.4K ﹤0.01% 3570
2022
Q3 		$441K Sell
93,778
-10,283
-10% -$61.5K ﹤0.01% 3269
2022
Q2 		$561K Buy
104,061
+9,824
+10% +$58.3K ﹤0.01% 3110
2022
Q1 		$703K Buy
94,237
+22,082
+31% +$166K ﹤0.01% 2908
2021
Q4 		$675K Sell
72,155
-96,807
-57% -$969K ﹤0.01% 3018
2021
Q3 		$1.64M Sell
168,962
-1,910
-1% -$20K ﹤0.01% 2203
2021
Q2 		$2.09M Sell
170,872
-74,662
-30% -$782K ﹤0.01% 1942
2021
Q1 		$2.07M Buy
245,534
+205,971
+521% +$2.31M ﹤0.01% 1810
2020
Q4 		$262K Buy
39,563
+18,817
+91% +$111K ﹤0.01% 3315
2020
Q3 		$95K Buy
20,746
+6,803
+49% +$32.9K ﹤0.01% 3375
2020
Q2 		$68K Sell
13,943
-1,928
-12% -$8.71K ﹤0.01% 3329
2020
Q1 		$66K Sell
15,871
-7,386
-32% -$40.1K ﹤0.01% 3060
2019
Q4 		$149K Buy
23,257
+214
+0.9% +$1.18K ﹤0.01% 3165
2019
Q3 		$121K Sell
23,043
-10,264
-31% -$72K ﹤0.01% 3126
2019
Q2 		$248K Buy
33,307
+3,398
+11% +$29.5K ﹤0.01% 2856
2019
Q1 		$302K Buy
29,909
+5,023
+20% +$42.3K ﹤0.01% 2628
2018
Q4 		$177K Buy
24,886
+32
+0.1% +$282 ﹤0.01% 2842
2018
Q3 		$283K Buy
24,854
+7,585
+44% +$77.5K ﹤0.01% 2745
2018
Q2 		$167K Sell
17,269
-7,297
-30% -$81.4K ﹤0.01% 3023
2018
Q1 		$283K Buy
+24,566
New +$312K ﹤0.01% 2667
2017
Q4 		– Sell
-10,183
Closed -$114K – 3024
2017
Q3 		$114K Buy
+10,183
New +$95.8K ﹤0.01% 2767
2017
Q2 		– Sell
-10,510
Closed -$82K – 2808
2017
Q1 		$82K Buy
10,510
+380
+4% +$2.71K ﹤0.01% 2631
2016
Q4 		$71K Sell
10,130
-3,420
-25% -$25.4K ﹤0.01% 2613
2016
Q3 		$104K Sell
13,550
-5,034
-27% -$37.8K ﹤0.01% 2523
2016
Q2 		$121K Sell
18,584
-80,960
-81% -$566K ﹤0.01% 2481
2016
Q1 		$709K Sell
99,544
-10,260
-9% -$77K ﹤0.01% 1930
2015
Q4 		$973K Buy
109,804
+53,065
+94% +$408K ﹤0.01% 1701
2015
Q3 		$375K Buy
56,739
+5,745
+11% +$42.9K ﹤0.01% 2035
2015
Q2 		$406K Buy
50,994
+14,568
+40% +$141K ﹤0.01% 2067
2015
Q1 		$324K Buy
36,426
+6,216
+21% +$63.2K ﹤0.01% 2185
2014
Q4 		$332K Sell
30,210
-1,719
-5% -$17.6K ﹤0.01% 2066
2014
Q3 		$318K Sell
31,929
-11,550
-27% -$118K ﹤0.01% 2119
2014
Q2 		$445K Sell
43,479
-31,900
-42% -$251K ﹤0.01% 1889
2014
Q1 		$609K Buy
75,379
+18,770
+33% +$176K ﹤0.01% 1586
2013
Q4 		$421K Sell
56,609
-19,980
-26% -$141K ﹤0.01% 1845
2013
Q3 		$623K Buy
76,589
+3,192
+4% +$31K ﹤0.01% 1480
2013
Q2 		$768K Buy
+73,397
New +$1.06M 0.01% 1286

Other funds holding BB

TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LI
Louisbourg Investments Dieppe, New Brunswick, Canada $542M AUM 21.44% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
PC
Pier Capital Stamford, Connecticut $755M AUM 94.38% 1-Year Est. Return

LPL Financial's BB Position: Q2 2026 in Review

LPL Financial increased its BlackBerry (BB) stake by 120% in Q2 2026, buying an estimated $769K and bringing the position to 202,121 shares worth $2.56M. The position accounts for ﹤0.01% of the portfolio, ranked #3480.

LPL Financial first reported a position in BB in Q2 2013 and has held it in 51 quarters since. 119 funds tracked by Wall St. Rank hold BB as of Q2 2026.

  • LPL Financial held 202,121 shares of BlackBerry worth $2.56M as of Q2 2026.
  • LPL Financial bought 110,106 BlackBerry shares in Q2 2026, an estimated $769K.
  • BlackBerry made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3480 holding.
  • LPL Financial first reported a position in BlackBerry in Q2 2013 and has held it in 51 quarters since.
  • 119 funds tracked by Wall St. Rank held BlackBerry as of Q2 2026.

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