LPL Financial
IOT icon

LPL Financial’s Samsara IOT Stock Holding History

LPL Financial’s Portfolio IOT Stock Details IOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.21M Sell
253,168
-1,027
-0.4% -$31.8K ﹤0.01% 2325
2026
Q1 		$8.06M Sell
254,195
-54,428
-18% -$1.66M ﹤0.01% 2179
2025
Q4 		$10.9M Buy
308,623
+119,136
+63% +$4.61M ﹤0.01% 1855
2025
Q3 		$7.06M Buy
189,487
+62,966
+50% +$2.34M ﹤0.01% 2191
2025
Q2 		$5.03M Buy
126,521
+2,073
+2% +$85.7K ﹤0.01% 2300
2025
Q1 		$4.77M Sell
124,448
-2,736
-2% -$127K ﹤0.01% 2185
2024
Q4 		$5.56M Buy
127,184
+26,684
+27% +$1.31M ﹤0.01% 1996
2024
Q3 		$4.84M Sell
100,500
-499
-0.5% -$20.2K ﹤0.01% 2027
2024
Q2 		$3.4M Buy
100,999
+3,492
+4% +$120K ﹤0.01% 2159
2024
Q1 		$3.68M Buy
97,507
+16,438
+20% +$559K ﹤0.01% 2027
2023
Q4 		$2.71M Buy
81,069
+12,829
+19% +$356K ﹤0.01% 2152
2023
Q3 		$1.72M Buy
68,240
+7,209
+12% +$191K ﹤0.01% 2425
2023
Q2 		$1.69M Buy
61,031
+3,942
+7% +$87.4K ﹤0.01% 2396
2023
Q1 		$1.13M Sell
57,089
-206
-0.4% -$3.27K ﹤0.01% 2664
2022
Q4 		$712K Buy
57,295
+200
+0.4% +$2.28K ﹤0.01% 2930
2022
Q3 		$689K Buy
57,095
+8,063
+16% +$114K ﹤0.01% 2847
2022
Q2 		$548K Buy
+49,032
New +$592K ﹤0.01% 3124

Other funds holding IOT

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

LPL Financial's IOT Position: Q2 2026 in Review

LPL Financial reduced its Samsara (IOT) stake by 0.4% in Q2 2026, selling an estimated $31.8K and leaving 253,168 shares worth $8.21M. The position accounts for ﹤0.01% of the portfolio, ranked #2325.

LPL Financial first reported a position in IOT in Q2 2022 and has held it in 17 quarters since. The position peaked at $10.9M in Q4 2025. 550 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • LPL Financial held 253,168 shares of Samsara worth $8.21M as of Q2 2026.
  • LPL Financial sold 1,027 Samsara shares in Q2 2026, an estimated $31.8K.
  • Samsara made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2325 holding.
  • LPL Financial first reported a position in Samsara in Q2 2022 and has held it in 17 quarters since.
  • LPL Financial's Samsara position peaked at $10.9M in Q4 2025.
  • 550 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

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