LPL Financial
PAVM icon

LPL Financial’s PAVmed PAVM Stock Holding History

LPL Financial’s Portfolio PAVM Stock Details PAVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,852
Closed -$12.3K – 6119
2025
Q4 		$12.3K Buy
1,852
+1
+0.1% +$11 ﹤0.01% 5842
2025
Q3 		$23.9K Hold
1,851
– – ﹤0.01% 5721
2025
Q2 		$33.3K Hold
1,851
– – ﹤0.01% 5416
2025
Q1 		$40.1K Buy
+1,851
New +$38.4K ﹤0.01% 5173
2023
Q4 		– Sell
-216
Closed -$28.6K – 4873
2023
Q3 		$28.6K Sell
216
-7
-3% -$1.08K ﹤0.01% 4579
2023
Q2 		$40.8K Buy
223
+51
+30% +$10.2K ﹤0.01% 4445
2023
Q1 		$28.9K Hold
172
– – ﹤0.01% 4381
2022
Q4 		$37.2K Sell
172
-22
-11% -$8.31K ﹤0.01% 4308
2022
Q3 		$75K Buy
194
+83
+75% +$47K ﹤0.01% 4165
2022
Q2 		$47K Buy
111
+10
+10% +$4.83K ﹤0.01% 4245
2022
Q1 		$60K Buy
101
+31
+44% +$23K ﹤0.01% 4037
2021
Q4 		$77K Buy
+70
New +$152K ﹤0.01% 4176

Other funds holding PAVM

TSC
Two Seas Capital Rye, New York $7.15B AUM 169.27% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial's PAVM Position: Q1 2026 in Review

LPL Financial sold out of PAVmed (PAVM) in Q1 2026, closing a stake of 1,852 shares — an estimated $12.3K sold.

LPL Financial first reported a position in PAVM in Q4 2021 and held it in 12 quarters. The position peaked at $77K in Q4 2021. 20 funds tracked by Wall St. Rank hold PAVM as of Q1 2026.

  • LPL Financial reported no remaining PAVmed position as of Q1 2026 after selling out during the quarter.
  • LPL Financial sold 1,852 PAVmed shares in Q1 2026, an estimated $12.3K.
  • LPL Financial first reported a position in PAVmed in Q4 2021 and held it in 12 quarters.
  • LPL Financial's PAVmed position peaked at $77K in Q4 2021.
  • 20 funds tracked by Wall St. Rank held PAVmed as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.