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
Q3 		$9.7M Buy
254,618
+1,450
+0.6% +$55.6K ﹤0.01% 2226
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 $106B AUM 2.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Jordan Park Trust
Jordan Park Trust Portsmouth, New Hampshire $167M AUM 3.31% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

LPL Financial's IOT Position: Q3 2026 in Review

LPL Financial increased its Samsara (IOT) stake by 0.57% in Q3 2026, buying an estimated $55.6K and bringing the position to 254,618 shares worth $9.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2226.

LPL Financial first reported a position in IOT in Q2 2022 and has held it in 18 quarters since. The position peaked at $10.9M in Q4 2025. 339 funds tracked by Wall St. Rank hold IOT as of Q3 2026.

  • LPL Financial held 254,618 shares of Samsara worth $9.7M as of Q3 2026.
  • LPL Financial bought 1,450 Samsara shares in Q3 2026, an estimated $55.6K.
  • Samsara made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #2226 holding.
  • LPL Financial first reported a position in Samsara in Q2 2022 and has held it in 18 quarters since.
  • LPL Financial's Samsara position peaked at $10.9M in Q4 2025.
  • 339 funds tracked by Wall St. Rank held Samsara as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.