LPL Financial
DJT icon

LPL Financial’s Trump Media & Technology Group DJT Stock Holding History

LPL Financial’s Portfolio DJT Stock Details DJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.55M Buy
166,677
+36,991
+29% +$425K ﹤0.01% 3749
2025
Q4 		$1.72M Sell
129,686
-13,279
-9% -$181K ﹤0.01% 3540
2025
Q3 		$2.35M Buy
142,965
+6,128
+4% +$109K ﹤0.01% 3174
2025
Q2 		$2.47M Buy
136,837
+11,923
+10% +$259K ﹤0.01% 2927
2025
Q1 		$2.44M Sell
124,914
-4,298
-3% -$121K ﹤0.01% 2766
2024
Q4 		$4.41M Buy
129,212
+11,574
+10% +$368K ﹤0.01% 2183
2024
Q3 		$1.89M Buy
117,638
+20,853
+22% +$505K ﹤0.01% 2794
2024
Q2 		$3.17M Buy
96,785
+14,786
+18% +$621K ﹤0.01% 2211
2024
Q1 		$5.08M Buy
81,999
+35,108
+75% +$1.36M ﹤0.01% 1770
2023
Q4 		$821K Sell
46,891
-513
-1% -$8.37K ﹤0.01% 3230
2023
Q3 		$778K Buy
47,404
+6,914
+17% +$108K ﹤0.01% 3116
2023
Q2 		$509K Sell
40,490
-51
-0.1% -$668 ﹤0.01% 3433
2023
Q1 		$570K Buy
40,541
+1,662
+4% +$24.7K ﹤0.01% 3221
2022
Q4 		$583K Sell
38,879
-5,676
-13% -$111K ﹤0.01% 3110
2022
Q3 		$749K Sell
44,555
-1,978
-4% -$52.2K ﹤0.01% 2772
2022
Q2 		$1.12M Buy
+46,533
New +$1.94M ﹤0.01% 2491
2022
Q1 		– Sell
-34,261
Closed -$1.76M – 4407
2021
Q4 		$1.76M Buy
+34,261
New +$1.55M ﹤0.01% 2189

Other funds holding DJT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
YAG
Yorkville Advisors Global Mountainside, New Jersey $155M AUM 58.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $2.29B AUM 370.24% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

LPL Financial's DJT Position: Q1 2026 in Review

LPL Financial increased its Trump Media & Technology Group (DJT) stake by 29% in Q1 2026, buying an estimated $425K and bringing the position to 166,677 shares worth $1.55M. The position accounts for ﹤0.01% of the portfolio, ranked #3749.

LPL Financial first reported a position in DJT in Q4 2021 and has held it in 17 quarters since. The position peaked at $5.08M in Q1 2024. 328 funds tracked by Wall St. Rank hold DJT as of Q1 2026.

  • LPL Financial held 166,677 shares of Trump Media & Technology Group worth $1.55M as of Q1 2026.
  • LPL Financial bought 36,991 Trump Media & Technology Group shares in Q1 2026, an estimated $425K.
  • Trump Media & Technology Group made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3749 holding.
  • LPL Financial first reported a position in Trump Media & Technology Group in Q4 2021 and has held it in 17 quarters since.
  • LPL Financial's Trump Media & Technology Group position peaked at $5.08M in Q1 2024.
  • 328 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q1 2026.

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