LPL Financial
GHC icon

LPL Financial’s Graham Holdings Company GHC Stock Holding History

LPL Financial’s Portfolio GHC Stock Details GHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.48M Buy
8,969
+132
+1% +$145K ﹤0.01% 2044
2025
Q4 		$9.71M Sell
8,837
-447
-5% -$478K ﹤0.01% 1954
2025
Q3 		$10.9M Sell
9,284
-229
-2% -$237K ﹤0.01% 1787
2025
Q2 		$9M Sell
9,513
-299
-3% -$282K ﹤0.01% 1820
2025
Q1 		$9.43M Sell
9,812
-195
-2% -$181K ﹤0.01% 1651
2024
Q4 		$8.73M Buy
+10,007
New +$8.76M ﹤0.01% 1641
2022
Q3 		– Sell
-441
Closed -$250K – 4458
2022
Q2 		$250K Buy
441
+41
+10% +$24.4K ﹤0.01% 3775
2022
Q1 		$245K Sell
400
-21
-5% -$12.6K ﹤0.01% 3717
2021
Q4 		$265K Buy
421
+14
+3% +$8.24K ﹤0.01% 3772
2021
Q3 		$240K Sell
407
-167
-29% -$104K ﹤0.01% 3821
2021
Q2 		$364K Buy
+574
New +$370K ﹤0.01% 3431

Other funds holding GHC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WCM
Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return