LPL Financial
LFMD icon

LPL Financial’s LifeMD LFMD Stock Holding History

LPL Financial’s Portfolio LFMD Stock Details LFMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$102K Buy
24,668
+1,168
+5% +$5.15K ﹤0.01% 5916
2026
Q1 		$84.8K Buy
+23,500
New +$81.3K ﹤0.01% 5703
2025
Q2 		– Sell
-19,129
Closed -$104K – 5636
2025
Q1 		$104K Sell
19,129
-13,700
-42% -$77.7K ﹤0.01% 5033
2024
Q4 		$163K Sell
32,829
-9,837
-23% -$51.6K ﹤0.01% 4878
2024
Q3 		$224K Sell
42,666
-6,166
-13% -$35.5K ﹤0.01% 4652
2024
Q2 		$335K Buy
+48,832
New +$447K ﹤0.01% 4182
2024
Q1 		– Sell
-12,100
Closed -$100K – 4983
2023
Q4 		$100K Buy
+12,100
New +$87K ﹤0.01% 4551

Other funds holding LFMD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return
BRF
B. Riley Financial Los Angeles, California $434M AUM 751.56% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

LPL Financial's LFMD Position: Q2 2026 in Review

LPL Financial increased its LifeMD (LFMD) stake by 5% in Q2 2026, buying an estimated $5.15K and bringing the position to 24,668 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #5916.

LPL Financial first reported a position in LFMD in Q4 2023 and has held it in 7 quarters since. The position peaked at $335K in Q2 2024. 116 funds tracked by Wall St. Rank hold LFMD as of Q2 2026.

  • LPL Financial held 24,668 shares of LifeMD worth $102K as of Q2 2026.
  • LPL Financial bought 1,168 LifeMD shares in Q2 2026, an estimated $5.15K.
  • LifeMD made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5916 holding.
  • LPL Financial first reported a position in LifeMD in Q4 2023 and has held it in 7 quarters since.
  • LPL Financial's LifeMD position peaked at $335K in Q2 2024.
  • 116 funds tracked by Wall St. Rank held LifeMD as of Q2 2026.

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