LPL Financial
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LPL Financial’s Icahn Enterprises IEP Stock Holding History

LPL Financial’s Portfolio IEP Stock Details IEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-27,500
Closed -$372K – 5364
2024
Q3 		$372K Buy
+27,500
New +$416K ﹤0.01% 4258

Other funds holding IEP

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Soviero Asset Management New York $200M AUM 134.59% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

LPL Financial's IEP Position: Q1 2026 in Review

LPL Financial reduced its Icahn Enterprises (IEP) stake by 10% in Q1 2026, selling an estimated $117K and leaving 132,989 shares worth $1M. The position accounts for ﹤0.01% of the portfolio, ranked #4170.

LPL Financial first reported a position in IEP in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.88M in Q1 2023. 111 funds tracked by Wall St. Rank hold IEP as of Q1 2026.

  • LPL Financial held 132,989 shares of Icahn Enterprises worth $1M as of Q1 2026.
  • LPL Financial sold 14,893 Icahn Enterprises shares in Q1 2026, an estimated $117K.
  • Icahn Enterprises made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4170 holding.
  • LPL Financial first reported a position in Icahn Enterprises in Q2 2013 and has held it in 52 quarters since.
  • LPL Financial's Icahn Enterprises position peaked at $7.88M in Q1 2023.
  • 111 funds tracked by Wall St. Rank held Icahn Enterprises as of Q1 2026.

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