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
2025
Q4 		– Sell
-10,000
Closed -$164K – 6098
2025
Q3 		$164K Buy
+10,000
New +$177K ﹤0.01% 5401
2024
Q3 		– Sell
-6,500
Closed -$213K – 5296
2024
Q2 		$213K Buy
+6,500
New +$273K ﹤0.01% 4521

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.