LPL Financial
CDP icon

LPL Financial’s COPT Defense Properties CDP Stock Holding History

LPL Financial’s Portfolio CDP Stock Details CDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$956K Sell
26,266
-37
-0.1% -$1.2K ﹤0.01% 4461
2026
Q1 		$805K Sell
26,303
-17,439
-40% -$542K ﹤0.01% 4364
2025
Q4 		$1.22M Sell
43,742
-215
-0.5% -$6.2K ﹤0.01% 3871
2025
Q3 		$1.28M Sell
43,957
-969
-2% -$27.8K ﹤0.01% 3767
2025
Q2 		$1.24M Sell
44,926
-3,626
-7% -$98.2K ﹤0.01% 3555
2025
Q1 		$1.32M Sell
48,552
-609
-1% -$17.2K ﹤0.01% 3312
2024
Q4 		$1.52M Sell
49,161
-862
-2% -$27.4K ﹤0.01% 3131
2024
Q3 		$1.52M Buy
50,023
+1,809
+4% +$51.5K ﹤0.01% 2994
2024
Q2 		$1.21M Buy
48,214
+2,728
+6% +$65.6K ﹤0.01% 3082
2024
Q1 		$1.1M Buy
45,486
+14,815
+48% +$361K ﹤0.01% 3087
2023
Q4 		$786K Sell
30,671
-218
-0.7% -$5.28K ﹤0.01% 3269
2023
Q3 		$736K Buy
30,889
+4,142
+15% +$105K ﹤0.01% 3170
2023
Q2 		$635K Sell
26,747
-1,319
-5% -$30.8K ﹤0.01% 3232
2023
Q1 		$665K Sell
28,066
-2,672
-9% -$68.7K ﹤0.01% 3112
2022
Q4 		$797K Buy
30,738
+589
+2% +$15.1K ﹤0.01% 2822
2022
Q3 		$700K Buy
30,149
+631
+2% +$16.5K ﹤0.01% 2833
2022
Q2 		$773K Sell
29,518
-331
-1% -$8.93K ﹤0.01% 2810
2022
Q1 		$852K Buy
29,849
+2,149
+8% +$57.9K ﹤0.01% 2743
2021
Q4 		$775K Buy
+27,700
New +$764K ﹤0.01% 2881
2013
Q4 		– Sell
-9,544
Closed -$229K – 2652
2013
Q3 		$229K Buy
9,544
+200
+2% +$4.99K ﹤0.01% 2217
2013
Q2 		$238K Buy
+9,344
New +$257K ﹤0.01% 2074

Other funds holding CDP

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

LPL Financial's CDP Position: Q2 2026 in Review

LPL Financial reduced its COPT Defense Properties (CDP) stake by 0.14% in Q2 2026, selling an estimated $1.2K and leaving 26,266 shares worth $956K. The position accounts for ﹤0.01% of the portfolio, ranked #4461.

LPL Financial first reported a position in CDP in Q2 2013 and has held it in 21 quarters since. The position peaked at $1.52M in Q4 2024. 326 funds tracked by Wall St. Rank hold CDP as of Q2 2026.

  • LPL Financial held 26,266 shares of COPT Defense Properties worth $956K as of Q2 2026.
  • LPL Financial sold 37 COPT Defense Properties shares in Q2 2026, an estimated $1.2K.
  • COPT Defense Properties made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4461 holding.
  • LPL Financial first reported a position in COPT Defense Properties in Q2 2013 and has held it in 21 quarters since.
  • LPL Financial's COPT Defense Properties position peaked at $1.52M in Q4 2024.
  • 326 funds tracked by Wall St. Rank held COPT Defense Properties as of Q2 2026.

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