LPL Financial’s Dropbox DBX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$372K Sell
16,357
-30,975
-65% -$787K ﹤0.01% 5038
2025
Q4
$1.32M Sell
47,332
-1,665
-3% -$48.5K ﹤0.01% 3790
2025
Q3
$1.48M Buy
48,997
+57
+0.1% +$1.63K ﹤0.01% 3615
2025
Q2
$1.4M Buy
48,940
+15,767
+48% +$446K ﹤0.01% 3447
2025
Q1
$886K Buy
33,173
+8,667
+35% +$252K ﹤0.01% 3661
2024
Q4
$736K Buy
24,506
+5,823
+31% +$161K ﹤0.01% 3754
2024
Q3
$475K Sell
18,683
-4,158
-18% -$97.8K ﹤0.01% 4038
2024
Q2
$513K Sell
22,841
-6,919
-23% -$158K ﹤0.01% 3852
2024
Q1
$723K Buy
29,760
+980
+3% +$27.5K ﹤0.01% 3455
2023
Q4
$848K Sell
28,780
-17,856
-38% -$496K ﹤0.01% 3185
2023
Q3
$1.27M Sell
46,636
-5,147
-10% -$140K ﹤0.01% 2695
2023
Q2
$1.38M Sell
51,783
-2,305
-4% -$52.5K ﹤0.01% 2587
2023
Q1
$1.17M Sell
54,088
-5,313
-9% -$117K ﹤0.01% 2628
2022
Q4
$1.33M Sell
59,401
-7,094
-11% -$156K ﹤0.01% 2418
2022
Q3
$1.38M Sell
66,495
-2,080
-3% -$46.6K ﹤0.01% 2278
2022
Q2
$1.44M Sell
68,575
-7,032
-9% -$152K ﹤0.01% 2278
2022
Q1
$1.76M Sell
75,607
-6,257
-8% -$146K ﹤0.01% 2158
2021
Q4
$2.01M Sell
81,864
-4,662
-5% -$125K ﹤0.01% 2086
2021
Q3
$2.53M Sell
86,526
-60,776
-41% -$1.89M ﹤0.01% 1880
2021
Q2
$4.46M Buy
147,302
+79,176
+116% +$2.16M ﹤0.01% 1423
2021
Q1
$1.82M Buy
68,126
+10,482
+18% +$252K ﹤0.01% 1914
2020
Q4
$1.28M Buy
57,644
+49
+0.1% +$998 ﹤0.01% 1993
2020
Q3
$1.11M Sell
57,595
-10,289
-15% -$214K ﹤0.01% 1872
2020
Q2
$1.48M Buy
67,884
+38,990
+135% +$824K ﹤0.01% 1547
2020
Q1
$523K Buy
28,894
+7,931
+38% +$144K ﹤0.01% 2064
2019
Q4
$375K Sell
20,963
-6,289
-23% -$118K ﹤0.01% 2602
2019
Q3
$550K Sell
27,252
-1,627
-6% -$34.7K ﹤0.01% 2186
2019
Q2
$723K Sell
28,879
-10,256
-26% -$237K ﹤0.01% 1968
2019
Q1
$853K Sell
39,135
-6,369
-14% -$148K ﹤0.01% 1764
2018
Q4
$930K Sell
45,504
-5,542
-11% -$128K ﹤0.01% 1582
2018
Q3
$1.37M Buy
51,046
+17,907
+54% +$517K ﹤0.01% 1440
2018
Q2
$1.07M Buy
33,139
+4,775
+17% +$149K ﹤0.01% 1581
2018
Q1
$886K Buy
+28,364
New +$857K ﹤0.01% 1697

Other funds holding DBX

LPL Financial's DBX Position: Q1 2026 in Review

LPL Financial reduced its Dropbox (DBX) stake by 65% in Q1 2026, selling an estimated $787K and leaving 16,357 shares worth $372K. The position accounts for ﹤0.01% of the portfolio, ranked #5038.

LPL Financial first reported a position in DBX in Q1 2018 and has held it in 33 quarters since. The position peaked at $4.46M in Q2 2021. 423 funds tracked by Wall St. Rank hold DBX as of Q1 2026.

  • LPL Financial held 16,357 shares of Dropbox worth $372K as of Q1 2026.
  • LPL Financial sold 30,975 Dropbox shares in Q1 2026, an estimated $787K.
  • Dropbox made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5038 holding.
  • LPL Financial first reported a position in Dropbox in Q1 2018 and has held it in 33 quarters since.
  • LPL Financial's Dropbox position peaked at $4.46M in Q2 2021.
  • 423 funds tracked by Wall St. Rank held Dropbox as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.