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
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 $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return