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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
YAG
Yorkville Advisors Global Mountainside, New Jersey $86.2M AUM 41.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial's DJT Position: Q2 2026 in Review

LPL Financial reduced its Trump Media & Technology Group (DJT) stake by 9.8% in Q2 2026, selling an estimated $144K and leaving 150,342 shares worth $1.16M. The position accounts for ﹤0.01% of the portfolio, ranked #4298.

LPL Financial first reported a position in DJT in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.08M in Q1 2024. 327 funds tracked by Wall St. Rank hold DJT as of Q2 2026.

  • LPL Financial held 150,342 shares of Trump Media & Technology Group worth $1.16M as of Q2 2026.
  • LPL Financial sold 16,335 Trump Media & Technology Group shares in Q2 2026, an estimated $144K.
  • Trump Media & Technology Group made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4298 holding.
  • LPL Financial first reported a position in Trump Media & Technology Group in Q4 2021 and has held it in 18 quarters since.
  • LPL Financial's Trump Media & Technology Group position peaked at $5.08M in Q1 2024.
  • 327 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q2 2026.

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