LPL Financial
CALX icon

LPL Financial’s Calix CALX Stock Holding History

LPL Financial’s Portfolio CALX Stock Details CALX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.49M Sell
39,989
-261
-0.6% -$11K ﹤0.01% 4062
2026
Q1 		$1.97M Buy
40,250
+32,098
+394% +$1.68M ﹤0.01% 3525
2025
Q4 		$431K Sell
8,152
-1,169
-13% -$68.1K ﹤0.01% 4849
2025
Q3 		$572K Sell
9,321
-32
-0.3% -$1.84K ﹤0.01% 4509
2025
Q2 		$497K Sell
9,353
-866
-8% -$37K ﹤0.01% 4401
2025
Q1 		$362K Buy
10,219
+2,091
+26% +$77.6K ﹤0.01% 4448
2024
Q4 		$283K Sell
8,128
-8,146
-50% -$287K ﹤0.01% 4576
2024
Q3 		$631K Buy
16,274
+4,054
+33% +$149K ﹤0.01% 3803
2024
Q2 		$433K Buy
12,220
+374
+3% +$12K ﹤0.01% 3982
2024
Q1 		$393K Buy
11,846
+363
+3% +$13.5K ﹤0.01% 3984
2023
Q4 		$502K Buy
11,483
+212
+2% +$8.48K ﹤0.01% 3668
2023
Q3 		$517K Buy
11,271
+828
+8% +$37.5K ﹤0.01% 3464
2023
Q2 		$521K Sell
10,443
-3,996
-28% -$193K ﹤0.01% 3410
2023
Q1 		$774K Sell
14,439
-2,790
-16% -$152K ﹤0.01% 2966
2022
Q4 		$1.18M Buy
17,229
+2,965
+21% +$199K ﹤0.01% 2513
2022
Q3 		$872K Buy
14,264
+4,070
+40% +$218K ﹤0.01% 2653
2022
Q2 		$348K Sell
10,194
-424
-4% -$15.8K ﹤0.01% 3506
2022
Q1 		$456K Buy
10,618
+1,297
+14% +$65.6K ﹤0.01% 3271
2021
Q4 		$745K Sell
9,321
-644
-6% -$42K ﹤0.01% 2914
2021
Q3 		$493K Buy
9,965
+4,661
+88% +$215K ﹤0.01% 3225
2021
Q2 		$252K Buy
+5,304
New +$233K ﹤0.01% 3730
2021
Q1 		– Sell
-30,535
Closed -$909K – 4089
2020
Q4 		$909K Buy
+30,535
New +$754K ﹤0.01% 2270

Other funds holding CALX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

LPL Financial's CALX Position: Q2 2026 in Review

LPL Financial reduced its Calix (CALX) stake by 0.65% in Q2 2026, selling an estimated $11K and leaving 39,989 shares worth $1.49M. The position accounts for ﹤0.01% of the portfolio, ranked #4062.

LPL Financial first reported a position in CALX in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.97M in Q1 2026. 285 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

  • LPL Financial held 39,989 shares of Calix worth $1.49M as of Q2 2026.
  • LPL Financial sold 261 Calix shares in Q2 2026, an estimated $11K.
  • Calix made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4062 holding.
  • LPL Financial first reported a position in Calix in Q4 2020 and has held it in 22 quarters since.
  • LPL Financial's Calix position peaked at $1.97M in Q1 2026.
  • 285 funds tracked by Wall St. Rank held Calix as of Q2 2026.

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