LPL Financial
MMS icon

LPL Financial’s Maximus MMS Stock Holding History

LPL Financial’s Portfolio MMS Stock Details MMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$489K Sell
9,101
-714
-7% -$44.5K ﹤0.01% 5049
2026
Q1 		$629K Sell
9,815
-773
-7% -$62.8K ﹤0.01% 4563
2025
Q4 		$914K Buy
10,588
+809
+8% +$69.2K ﹤0.01% 4162
2025
Q3 		$893K Buy
9,779
+3,627
+59% +$294K ﹤0.01% 4108
2025
Q2 		$432K Buy
6,152
+2,722
+79% +$191K ﹤0.01% 4497
2025
Q1 		$234K Sell
3,430
-1,196
-26% -$85.2K ﹤0.01% 4751
2024
Q4 		$345K Sell
4,626
-132,534
-97% -$10.8M ﹤0.01% 4395
2024
Q3 		$12.8M Buy
137,160
+10,771
+9% +$963K 0.01% 1303
2024
Q2 		$10.8M Sell
126,389
-1,470
-1% -$124K 0.01% 1327
2024
Q1 		$10.7M Buy
127,859
+9,825
+8% +$808K 0.01% 1289
2023
Q4 		$9.9M Buy
118,034
+690
+0.6% +$55K 0.01% 1264
2023
Q3 		$8.76M Buy
117,344
+1,423
+1% +$116K 0.01% 1242
2023
Q2 		$9.8M Sell
115,921
-58
-0.1% -$4.77K 0.01% 1151
2023
Q1 		$9.13M Buy
115,979
+3,291
+3% +$253K 0.01% 1144
2022
Q4 		$8.26M Buy
112,688
+753
+0.7% +$48.6K 0.01% 1144
2022
Q3 		$6.48M Buy
111,935
+4,715
+4% +$294K 0.01% 1204
2022
Q2 		$6.7M Buy
107,220
+7,849
+8% +$531K 0.01% 1200
2022
Q1 		$7.45M Buy
99,371
+99
+0.1% +$7.58K 0.01% 1179
2021
Q4 		$7.91M Buy
99,272
+10,661
+12% +$871K 0.01% 1166
2021
Q3 		$7.37M Buy
88,611
+9,964
+13% +$854K 0.01% 1133
2021
Q2 		$6.92M Buy
78,647
+6,955
+10% +$637K 0.01% 1127
2021
Q1 		$6.38M Buy
71,692
+13,313
+23% +$1.09M 0.01% 1078
2020
Q4 		$4.27M Buy
58,379
+15,103
+35% +$1.07M 0.01% 1204
2020
Q3 		$2.96M Buy
+43,276
New +$3.18M ﹤0.01% 1241
2020
Q1 		– Sell
-2,796
Closed -$208K – 3357
2019
Q4 		$208K Buy
2,796
+71
+3% +$5.33K ﹤0.01% 3076
2019
Q3 		$211K Sell
2,725
-5,776
-68% -$438K ﹤0.01% 2954
2019
Q2 		$617K Buy
+8,501
New +$617K ﹤0.01% 2107
2018
Q2 		– Sell
-6,227
Closed -$416K – 3259
2018
Q1 		$416K Sell
6,227
-4,537
-42% -$308K ﹤0.01% 2319
2017
Q4 		$770K Sell
10,764
-386
-3% -$26K ﹤0.01% 1726
2017
Q3 		$719K Sell
11,150
-86
-0.8% -$5.27K ﹤0.01% 1668
2017
Q2 		$704K Sell
11,236
-586
-5% -$36.4K ﹤0.01% 1623
2017
Q1 		$732K Sell
11,822
-187
-2% -$11K 0.01% 1487
2016
Q4 		$666K Buy
+12,009
New +$652K 0.01% 1489
2016
Q3 		– Sell
-3,720
Closed -$206K – 2704
2016
Q2 		$206K Sell
3,720
-21,780
-85% -$1.17M ﹤0.01% 2360
2016
Q1 		$1.33M Sell
25,500
-554
-2% -$28.3K ﹤0.01% 1452
2015
Q4 		$1.44M Buy
26,054
+16,318
+168% +$984K ﹤0.01% 1395
2015
Q3 		$583K Sell
9,736
-20,061
-67% -$1.28M ﹤0.01% 1664
2015
Q2 		$1.97M Buy
29,797
+3,478
+13% +$228K 0.01% 915
2015
Q1 		$1.74M Buy
26,319
+13,853
+111% +$823K 0.01% 987
2014
Q4 		$684K Buy
12,466
+6,637
+114% +$323K ﹤0.01% 1566
2014
Q3 		$227K Sell
5,829
-176
-3% -$7.28K ﹤0.01% 2361
2014
Q2 		$258K Sell
6,005
-77
-1% -$3.31K ﹤0.01% 2310
2014
Q1 		$273K Sell
6,082
-558
-8% -$25.2K ﹤0.01% 2192
2013
Q4 		$292K Buy
6,640
+75
+1% +$3.46K ﹤0.01% 2142
2013
Q3 		$311K Buy
6,565
+29
+0.4% +$1.12K ﹤0.01% 1977
2013
Q2 		$243K Buy
+6,536
New +$250K ﹤0.01% 2058

Other funds holding MMS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

LPL Financial's MMS Position: Q2 2026 in Review

LPL Financial reduced its Maximus (MMS) stake by 7.3% in Q2 2026, selling an estimated $44.5K and leaving 9,101 shares worth $489K. The position accounts for ﹤0.01% of the portfolio, ranked #5049.

LPL Financial first reported a position in MMS in Q2 2013 and has held it in 46 quarters since. The position peaked at $12.8M in Q3 2024. 148 funds tracked by Wall St. Rank hold MMS as of Q2 2026.

  • LPL Financial held 9,101 shares of Maximus worth $489K as of Q2 2026.
  • LPL Financial sold 714 Maximus shares in Q2 2026, an estimated $44.5K.
  • Maximus made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5049 holding.
  • LPL Financial first reported a position in Maximus in Q2 2013 and has held it in 46 quarters since.
  • LPL Financial's Maximus position peaked at $12.8M in Q3 2024.
  • 148 funds tracked by Wall St. Rank held Maximus as of Q2 2026.

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