LPL Financial
IMOS

LPL Financial’s ChipMOS TECHNOLOGIES IMOS Stock Holding History

LPL Financial’s Portfolio IMOS Stock Details IMOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$482K Buy
13,469
+2,411
+22% +$91K ﹤0.01% 4784
2025
Q4 		$328K Sell
11,058
-70
-0.6% -$1.74K ﹤0.01% 5077
2025
Q3 		$213K Buy
11,128
+775
+7% +$13.7K ﹤0.01% 5304
2025
Q2 		$187K Buy
+10,353
New +$183K ﹤0.01% 5114
2024
Q3 		– Sell
-9,743
Closed -$254K – 5233
2024
Q2 		$254K Buy
9,743
+1,076
+12% +$30.1K ﹤0.01% 4386
2024
Q1 		$273K Buy
8,667
+782
+10% +$22.2K ﹤0.01% 4276
2023
Q4 		$215K Sell
7,885
-2,666
-25% -$67K ﹤0.01% 4341
2023
Q3 		$243K Buy
+10,551
New +$245K ﹤0.01% 4096
2022
Q2 		– Sell
-13,265
Closed -$471K – 4481
2022
Q1 		$471K Sell
13,265
-2,653
-17% -$92.3K ﹤0.01% 3249
2021
Q4 		$559K Sell
15,918
-3,126
-16% -$104K ﹤0.01% 3185
2021
Q3 		$652K Buy
19,044
+2,771
+17% +$107K ﹤0.01% 2985
2021
Q2 		$553K Buy
16,273
+884
+6% +$29.1K ﹤0.01% 3071
2021
Q1 		$486K Buy
15,389
+1,479
+11% +$39.6K ﹤0.01% 3047
2020
Q4 		$339K Sell
13,910
-28
-0.2% -$607 ﹤0.01% 3105
2020
Q3 		$268K Buy
+13,938
New +$289K ﹤0.01% 2986

Other funds holding IMOS

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
VPIM
Vanguard Personalized Indexing Management Oakland, California $10.2B AUM 34.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
RG
Renaissance Group Covington, Kentucky $2.39B AUM 27.81% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

LPL Financial's IMOS Position: Q1 2026 in Review

LPL Financial increased its ChipMOS TECHNOLOGIES (IMOS) stake by 22% in Q1 2026, buying an estimated $91K and bringing the position to 13,469 shares worth $482K. The position accounts for ﹤0.01% of the portfolio, ranked #4784.

LPL Financial first reported a position in IMOS in Q3 2020 and has held it in 15 quarters since. The position peaked at $652K in Q3 2021. 72 funds tracked by Wall St. Rank hold IMOS as of Q1 2026.

  • LPL Financial held 13,469 shares of ChipMOS TECHNOLOGIES worth $482K as of Q1 2026.
  • LPL Financial bought 2,411 ChipMOS TECHNOLOGIES shares in Q1 2026, an estimated $91K.
  • ChipMOS TECHNOLOGIES made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4784 holding.
  • LPL Financial first reported a position in ChipMOS TECHNOLOGIES in Q3 2020 and has held it in 15 quarters since.
  • LPL Financial's ChipMOS TECHNOLOGIES position peaked at $652K in Q3 2021.
  • 72 funds tracked by Wall St. Rank held ChipMOS TECHNOLOGIES as of Q1 2026.

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