LPL Financial
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LPL Financial’s CEL-SCI Corp CVM Stock Holding History

LPL Financial’s Portfolio CVM Stock Details CVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,437
Closed -$9.93K – 5582
2025
Q1 		$9.93K Sell
1,437
-1
-0.1% -$11 ﹤0.01% 5317
2024
Q4 		$17.3K Sell
1,438
-9
-0.6% -$208 ﹤0.01% 5218
2024
Q3 		$46K Buy
1,447
+687
+90% +$24.2K ﹤0.01% 5007
2024
Q2 		$26.5K Hold
760
– – ﹤0.01% 4910
2024
Q1 		$43.6K Hold
760
– – ﹤0.01% 4781
2023
Q4 		$62K Buy
760
+43
+6% +$2.68K ﹤0.01% 4623
2023
Q3 		$26.9K Hold
717
– – ﹤0.01% 4581
2023
Q2 		$51.8K Hold
717
– – ﹤0.01% 4419
2023
Q1 		$49.9K Hold
717
– – ﹤0.01% 4302
2022
Q4 		$50.5K Hold
717
– – ﹤0.01% 4254
2022
Q3 		$66K Sell
717
-65
-8% -$7.83K ﹤0.01% 4192
2022
Q2 		$106K Buy
782
+57
+8% +$5.94K ﹤0.01% 4115
2022
Q1 		$86K Hold
725
– – ﹤0.01% 4003
2021
Q4 		$154K Buy
725
+110
+18% +$33.7K ﹤0.01% 4046
2021
Q3 		$203K Buy
615
+52
+9% +$15.2K ﹤0.01% 3974
2021
Q2 		$147K Buy
563
+48
+9% +$29.7K ﹤0.01% 3979
2021
Q1 		$235K Sell
515
-1
-0.2% -$546 ﹤0.01% 3645
2020
Q4 		$180K Hold
516
– – ﹤0.01% 3557
2020
Q3 		$197K Buy
+516
New +$203K ﹤0.01% 3211

Other funds holding CVM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $2.87B AUM 25.44% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return

LPL Financial's CVM Position: Q2 2025 in Review

LPL Financial sold out of CEL-SCI Corp (CVM) in Q2 2025, closing a stake of 1,437 shares — an estimated $9.93K sold.

LPL Financial first reported a position in CVM in Q3 2020 and held it in 19 quarters. The position peaked at $235K in Q1 2021. 28 funds tracked by Wall St. Rank hold CVM as of Q2 2025.

  • LPL Financial reported no remaining CEL-SCI Corp position as of Q2 2025 after selling out during the quarter.
  • LPL Financial sold 1,437 CEL-SCI Corp shares in Q2 2025, an estimated $9.93K.
  • LPL Financial first reported a position in CEL-SCI Corp in Q3 2020 and held it in 19 quarters.
  • LPL Financial's CEL-SCI Corp position peaked at $235K in Q1 2021.
  • 28 funds tracked by Wall St. Rank held CEL-SCI Corp as of Q2 2025.

Based on LPL Financial's 13F filing for Q2 2025, filed 12 Aug 2025.