LPL Financial
GS icon

LPL Financial’s Goldman Sachs GS Stock Holding History

LPL Financial’s Portfolio GS Stock Details GS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-700
Closed -$401K – 5427
2024
Q4 		$401K Buy
700
+100
+17% +$55.8K ﹤0.01% 4284
2024
Q3 		$297K Buy
600
+100
+20% +$48.9K ﹤0.01% 4439
2024
Q2 		$226K Buy
+500
New +$219K ﹤0.01% 4469

Other funds holding GS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial's GS Position: Q1 2026 in Review

LPL Financial increased its Goldman Sachs (GS) stake by 1.7% in Q1 2026, buying an estimated $7.4M and bringing the position to 492,177 shares worth $416M. The position accounts for 0.11% of the portfolio, ranked #189.

LPL Financial first reported a position in GS in Q2 2013 and has held it in 52 quarters since. The position peaked at $425M in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • LPL Financial held 492,177 shares of Goldman Sachs worth $416M as of Q1 2026.
  • LPL Financial bought 8,295 Goldman Sachs shares in Q1 2026, an estimated $7.4M.
  • Goldman Sachs made up 0.11% of LPL Financial's portfolio in Q1 2026, its #189 holding.
  • LPL Financial first reported a position in Goldman Sachs in Q2 2013 and has held it in 52 quarters since.
  • LPL Financial's Goldman Sachs position peaked at $425M in Q4 2025.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.