LPL Financial
MTRN icon

LPL Financial’s Materion MTRN Stock Holding History

LPL Financial’s Portfolio MTRN Stock Details MTRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.92M Sell
7,135
-143
-2% -$35.8K ﹤0.01% 3850
2026
Q2 		$2.16M Buy
7,278
+387
+6% +$81K ﹤0.01% 3660
2026
Q1 		$997K Sell
6,891
-413
-6% -$60.1K ﹤0.01% 4179
2025
Q4 		$908K Buy
7,304
+2,980
+69% +$367K ﹤0.01% 4169
2025
Q3 		$522K Buy
4,324
+5
+0.1% +$525 ﹤0.01% 4583
2025
Q2 		$343K Buy
4,319
+660
+18% +$52.1K ﹤0.01% 4683
2025
Q1 		$299K Sell
3,659
-81
-2% -$7.63K ﹤0.01% 4575
2024
Q4 		$370K Buy
3,740
+241
+7% +$26.2K ﹤0.01% 4344
2024
Q3 		$391K Buy
3,499
+397
+13% +$44.2K ﹤0.01% 4215
2024
Q2 		$335K Buy
3,102
+94
+3% +$10.8K ﹤0.01% 4180
2024
Q1 		$396K Buy
3,008
+229
+8% +$29K ﹤0.01% 3981
2023
Q4 		$362K Sell
2,779
-40
-1% -$4.39K ﹤0.01% 3937
2023
Q3 		$287K Buy
+2,819
New +$308K ﹤0.01% 3955
2017
Q1 		– Sell
-6,012
Closed -$241K – 2761
2016
Q4 		$241K Sell
6,012
-3,712
-38% -$131K ﹤0.01% 2340
2016
Q3 		$291K Hold
9,724
– – ﹤0.01% 2146
2016
Q2 		$241K Sell
9,724
-9,724
-50% -$250K ﹤0.01% 2248
2016
Q1 		$485K Hold
19,448
– – ﹤0.01% 2176
2015
Q4 		$523K Buy
19,448
+9,724
+100% +$294K ﹤0.01% 2157
2015
Q3 		$317K Sell
9,724
-750
-7% -$23.9K ﹤0.01% 2152
2015
Q2 		$356K Sell
10,474
-1,013
-9% -$39K ﹤0.01% 2170
2015
Q1 		$447K Buy
11,487
+145
+1% +$5.21K ﹤0.01% 1930
2014
Q4 		$400K Hold
11,342
– – ﹤0.01% 1938
2014
Q3 		$339K Sell
11,342
-250
-2% -$8.5K ﹤0.01% 2076
2014
Q2 		$429K Hold
11,592
– – ﹤0.01% 1912
2014
Q1 		$393K Hold
11,592
– – ﹤0.01% 1939
2013
Q4 		$358K Sell
11,592
-115
-1% -$3.34K ﹤0.01% 1983
2013
Q3 		$336K Hold
11,707
– – ﹤0.01% 1926
2013
Q2 		$317K Buy
+11,707
New +$329K ﹤0.01% 1870

Other funds holding MTRN

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Emerald Advisers
Emerald Advisers Leola, Pennsylvania $3.64B AUM 71.19% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

LPL Financial's MTRN Position: Q3 2026 in Review

LPL Financial reduced its Materion (MTRN) stake by 2% in Q3 2026, selling an estimated $35.8K and leaving 7,135 shares worth $1.92M. The position accounts for ﹤0.01% of the portfolio, ranked #3850.

LPL Financial first reported a position in MTRN in Q2 2013 and has held it in 28 quarters since. The position peaked at $2.16M in Q2 2026. 230 funds tracked by Wall St. Rank hold MTRN as of Q3 2026.

  • LPL Financial held 7,135 shares of Materion worth $1.92M as of Q3 2026.
  • LPL Financial sold 143 Materion shares in Q3 2026, an estimated $35.8K.
  • Materion made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #3850 holding.
  • LPL Financial first reported a position in Materion in Q2 2013 and has held it in 28 quarters since.
  • LPL Financial's Materion position peaked at $2.16M in Q2 2026.
  • 230 funds tracked by Wall St. Rank held Materion as of Q3 2026.

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