LPL Financial’s Western Asset Mortgage Opportunity Fund DMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.06M | Buy |
284,570
+32,980
| +13% | +$364K | ﹤0.01% | 3113 |
|
|
2025
Q4 | $2.78M | Buy |
251,590
+30,402
| +14% | +$355K | ﹤0.01% | 3081 |
|
|
2025
Q3 | $2.59M | Buy |
221,188
+14,478
| +7% | +$172K | ﹤0.01% | 3073 |
|
|
2025
Q2 | $2.47M | Buy |
206,710
+20,655
| +11% | +$240K | ﹤0.01% | 2928 |
|
|
2025
Q1 | $2.2M | Buy |
186,055
+97,825
| +111% | +$1.15M | ﹤0.01% | 2871 |
|
|
2024
Q4 | $1.04M | Buy |
88,230
+5,627
| +7% | +$67.9K | ﹤0.01% | 3454 |
|
|
2024
Q3 | $989K | Sell |
82,603
-534
| -0.6% | -$6.45K | ﹤0.01% | 3423 |
|
|
2024
Q2 | $992K | Buy |
83,137
+3,056
| +4% | +$35.7K | ﹤0.01% | 3263 |
|
|
2024
Q1 | $938K | Buy |
80,081
+15,038
| +23% | +$171K | ﹤0.01% | 3235 |
|
|
2023
Q4 | $727K | Buy |
65,043
+2,549
| +4% | +$27.3K | ﹤0.01% | 3343 |
|
|
2023
Q3 | $669K | Buy |
62,494
+9,964
| +19% | +$109K | ﹤0.01% | 3252 |
|
|
2023
Q2 | $556K | Sell |
52,530
-1,407
| -3% | -$14.7K | ﹤0.01% | 3349 |
|
|
2023
Q1 | $564K | Buy |
53,937
+2,685
| +5% | +$29.5K | ﹤0.01% | 3226 |
|
|
2022
Q4 | $552K | Sell |
51,252
-2,045
| -4% | -$22.2K | ﹤0.01% | 3162 |
|
|
2022
Q3 | $592K | Sell |
53,297
-684
| -1% | -$8.19K | ﹤0.01% | 2998 |
|
|
2022
Q2 | $630K | Buy |
53,981
+2,729
| +5% | +$33.5K | ﹤0.01% | 2995 |
|
|
2022
Q1 | $685K | Buy |
+51,252
| New | +$734K | ﹤0.01% | 2931 |
|
|
2020
Q1 | – | Sell |
-19,660
| Closed | -$399K | – | 3263 |
|
|
2019
Q4 | $399K | Hold |
19,660
| – | – | ﹤0.01% | 2554 |
|
|
2019
Q3 | $428K | Sell |
19,660
-687
| -3% | -$14.9K | ﹤0.01% | 2382 |
|
|
2019
Q2 | $435K | Sell |
20,347
-8,552
| -30% | -$180K | ﹤0.01% | 2374 |
|
|
2019
Q1 | $600K | Buy |
28,899
+17,983
| +165% | +$375K | ﹤0.01% | 2066 |
|
|
2018
Q4 | $223K | Sell |
10,916
-3,220
| -23% | -$70.6K | ﹤0.01% | 2726 |
|
|
2018
Q3 | $325K | Sell |
14,136
-4,407
| -24% | -$99.8K | ﹤0.01% | 2610 |
|
|
2018
Q2 | $427K | Buy |
18,543
+9,679
| +109% | +$238K | ﹤0.01% | 2337 |
|
|
2018
Q1 | $217K | Buy |
8,864
+580
| +7% | +$14.5K | ﹤0.01% | 2889 |
|
|
2017
Q4 | $204K | Buy |
+8,284
| New | +$206K | ﹤0.01% | 2811 |
|
|
2017
Q2 | – | Sell |
-9,041
| Closed | -$216K | – | 2847 |
|
|
2017
Q1 | $216K | Buy |
+9,041
| New | +$211K | ﹤0.01% | 2441 |
|
|
2015
Q4 | – | Sell |
-42,487
| Closed | -$1.06M | – | 3183 |
|
|
2015
Q3 | $1.06M | Sell |
42,487
-44,611
| -51% | -$1.1M | 0.01% | 1204 |
|
|
2015
Q2 | $2.12M | Buy |
87,098
+7,880
| +10% | +$193K | 0.01% | 875 |
|
|
2015
Q1 | $1.9M | Buy |
79,218
+29,378
| +59% | +$711K | 0.01% | 940 |
|
|
2014
Q4 | $1.19M | Buy |
+49,840
| New | +$1.21M | 0.01% | 1193 |
|
Other funds holding DMO
GC
VVP
TJHA
SIA
PAS
LPL Financial's DMO Position: Q1 2026 in Review
LPL Financial increased its Western Asset Mortgage Opportunity Fund (DMO) stake by 13% in Q1 2026, buying an estimated $364K and bringing the position to 284,570 shares worth $3.06M. The position accounts for ﹤0.01% of the portfolio, ranked #3113.
LPL Financial first reported a position in DMO in Q4 2014 and has held it in 31 quarters since. 44 funds tracked by Wall St. Rank hold DMO as of Q1 2026.
- LPL Financial held 284,570 shares of Western Asset Mortgage Opportunity Fund worth $3.06M as of Q1 2026.
- LPL Financial bought 32,980 Western Asset Mortgage Opportunity Fund shares in Q1 2026, an estimated $364K.
- Western Asset Mortgage Opportunity Fund made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3113 holding.
- LPL Financial first reported a position in Western Asset Mortgage Opportunity Fund in Q4 2014 and has held it in 31 quarters since.
- 44 funds tracked by Wall St. Rank held Western Asset Mortgage Opportunity Fund as of Q1 2026.
Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.