LPL Financial
GAM

LPL Financial’s General American Investors Company GAM Stock Holding History

LPL Financial’s Portfolio GAM Stock Details GAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.2M Buy
18,875
+599
+3% +$37.9K ﹤0.01% 4263
2026
Q1 		$1.07M Sell
18,276
-3,423
-16% -$207K ﹤0.01% 4119
2025
Q4 		$1.27M Sell
21,699
-3,193
-13% -$194K ﹤0.01% 3823
2025
Q3 		$1.55M Buy
24,892
+5,119
+26% +$302K ﹤0.01% 3564
2025
Q2 		$1.11M Buy
19,773
+6,360
+47% +$332K ﹤0.01% 3660
2025
Q1 		$676K Buy
13,413
+3,865
+40% +$199K ﹤0.01% 3884
2024
Q4 		$487K Sell
9,548
-3,802
-28% -$200K ﹤0.01% 4114
2024
Q3 		$716K Buy
13,350
+1,047
+9% +$54K ﹤0.01% 3702
2024
Q2 		$612K Buy
12,303
+16
+0.1% +$758 ﹤0.01% 3690
2024
Q1 		$571K Buy
+12,287
New +$544K ﹤0.01% 3661
2021
Q3 		– Sell
-4,964
Closed -$216K – 4363
2021
Q2 		$216K Buy
+4,964
New +$211K ﹤0.01% 3851
2018
Q4 		– Sell
-5,508
Closed -$204K – 3144
2018
Q3 		$204K Buy
+5,508
New +$199K ﹤0.01% 2979
2017
Q2 		– Sell
-11,063
Closed -$370K – 2870
2017
Q1 		$370K Hold
11,063
– – ﹤0.01% 2051
2016
Q4 		$344K Sell
11,063
-9,290
-46% -$291K ﹤0.01% 2052
2016
Q3 		$659K Hold
20,353
– – 0.01% 1496
2016
Q2 		$631K Sell
20,353
-5,901
-22% -$183K 0.01% 1478
2016
Q1 		$803K Sell
26,254
-108
-0.4% -$3.15K ﹤0.01% 1834
2015
Q4 		$822K Buy
26,362
+14,574
+124% +$472K ﹤0.01% 1832
2015
Q3 		$378K Sell
11,788
-1,281
-10% -$42.6K ﹤0.01% 2028
2015
Q2 		$453K Sell
13,069
-796
-6% -$28.2K ﹤0.01% 1971
2015
Q1 		$481K Sell
13,865
-357
-3% -$12.4K ﹤0.01% 1871
2014
Q4 		$498K Buy
14,222
+842
+6% +$30.1K ﹤0.01% 1773
2014
Q3 		$488K Sell
13,380
-236
-2% -$8.81K ﹤0.01% 1806
2014
Q2 		$501K Buy
13,616
+401
+3% +$14.3K ﹤0.01% 1797
2014
Q1 		$466K Sell
13,215
-687
-5% -$23.6K ﹤0.01% 1791
2013
Q4 		$489K Sell
13,902
-1,554
-10% -$54K ﹤0.01% 1740
2013
Q3 		$534K Sell
15,456
-2,350
-13% -$78.5K ﹤0.01% 1604
2013
Q2 		$569K Buy
+17,806
New +$568K ﹤0.01% 1477

Other funds holding GAM

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

LPL Financial's GAM Position: Q2 2026 in Review

LPL Financial increased its General American Investors Company (GAM) stake by 3.3% in Q2 2026, buying an estimated $37.9K and bringing the position to 18,875 shares worth $1.2M. The position accounts for ﹤0.01% of the portfolio, ranked #4263.

LPL Financial first reported a position in GAM in Q2 2013 and has held it in 28 quarters since. The position peaked at $1.55M in Q3 2025. 104 funds tracked by Wall St. Rank hold GAM as of Q2 2026.

  • LPL Financial held 18,875 shares of General American Investors Company worth $1.2M as of Q2 2026.
  • LPL Financial bought 599 General American Investors Company shares in Q2 2026, an estimated $37.9K.
  • General American Investors Company made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4263 holding.
  • LPL Financial first reported a position in General American Investors Company in Q2 2013 and has held it in 28 quarters since.
  • LPL Financial's General American Investors Company position peaked at $1.55M in Q3 2025.
  • 104 funds tracked by Wall St. Rank held General American Investors Company as of Q2 2026.

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