LPL Financial
PIM

LPL Financial’s Franklin Master Intermediate Income Trust PIM Stock Holding History

LPL Financial’s Portfolio PIM Stock Details PIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$241K Buy
73,644
+3,248
+5% +$10.6K ﹤0.01% 5356
2025
Q4 		$235K Sell
70,396
-735
-1% -$2.45K ﹤0.01% 5341
2025
Q3 		$245K Sell
71,131
-20,259
-22% -$68.3K ﹤0.01% 5202
2025
Q2 		$306K Buy
91,390
+40,963
+81% +$135K ﹤0.01% 4761
2025
Q1 		$167K Sell
50,427
-350
-0.7% -$1.15K ﹤0.01% 4917
2024
Q4 		$166K Buy
50,777
+3,948
+8% +$13K ﹤0.01% 4872
2024
Q3 		$159K Sell
46,829
-750
-2% -$2.49K ﹤0.01% 4789
2024
Q2 		$153K Sell
47,579
-735
-2% -$2.32K ﹤0.01% 4643
2024
Q1 		$155K Buy
48,314
+135
+0.3% +$433 ﹤0.01% 4564
2023
Q4 		$154K Sell
48,179
-2,212
-4% -$6.76K ﹤0.01% 4459
2023
Q3 		$152K Sell
50,391
-949
-2% -$2.98K ﹤0.01% 4325
2023
Q2 		$162K Sell
51,340
-1,067
-2% -$3.36K ﹤0.01% 4215
2023
Q1 		$167K Buy
52,407
+287
+0.6% +$933 ﹤0.01% 4096
2022
Q4 		$167K Sell
52,120
-139
-0.3% -$457 ﹤0.01% 4038
2022
Q3 		$170K Buy
52,259
+1,042
+2% +$3.58K ﹤0.01% 3996
2022
Q2 		$175K Buy
51,217
+3,201
+7% +$11.1K ﹤0.01% 3993
2022
Q1 		$172K Buy
48,016
+7,065
+17% +$25.6K ﹤0.01% 3862
2021
Q4 		$162K Sell
40,951
-949
-2% -$3.77K ﹤0.01% 4035
2021
Q3 		$171K Buy
41,900
+254
+0.6% +$1.05K ﹤0.01% 4034
2021
Q2 		$174K Buy
41,646
+4,408
+12% +$18.7K ﹤0.01% 3945
2021
Q1 		$161K Buy
37,238
+298
+0.8% +$1.26K ﹤0.01% 3831
2020
Q4 		$156K Sell
36,940
-5,827
-14% -$24.1K ﹤0.01% 3592
2020
Q3 		$176K Buy
42,767
+1,037
+2% +$4.31K ﹤0.01% 3243
2020
Q2 		$170K Buy
41,730
+5,881
+16% +$25K ﹤0.01% 3172
2020
Q1 		$146K Buy
35,849
+22,561
+170% +$102K ﹤0.01% 2905
2019
Q4 		$63K Buy
13,288
+12
+0.1% +$56 ﹤0.01% 3261
2019
Q3 		$61K Sell
13,276
-12,615
-49% -$57.9K ﹤0.01% 3192
2019
Q2 		$119K Sell
25,891
-6
-0% -$27 ﹤0.01% 3137
2019
Q1 		$118K Buy
25,897
+1,245
+5% +$5.54K ﹤0.01% 3055
2018
Q4 		$105K Sell
24,652
-892
-3% -$3.93K ﹤0.01% 2948
2018
Q3 		$115K Sell
25,544
-3,374
-12% -$15.5K ﹤0.01% 3116
2018
Q2 		$135K Buy
28,918
+4,009
+16% +$18.9K ﹤0.01% 3075
2018
Q1 		$117K Buy
24,909
+9,170
+58% +$43.7K ﹤0.01% 3059
2017
Q4 		$75K Buy
+15,739
New +$74.7K ﹤0.01% 2955
2017
Q2 		– Sell
-29,165
Closed -$138K – 2939
2017
Q1 		$138K Sell
29,165
-632
-2% -$2.95K ﹤0.01% 2567
2016
Q4 		$137K Sell
29,797
-146
-0.5% -$647 ﹤0.01% 2547
2016
Q3 		$132K Sell
29,943
-4,847
-14% -$21.5K ﹤0.01% 2492
2016
Q2 		$151K Sell
34,790
-51,464
-60% -$226K ﹤0.01% 2442
2016
Q1 		$376K Sell
86,254
-9,894
-10% -$42.4K ﹤0.01% 2361
2015
Q4 		$434K Buy
96,148
+40,854
+74% +$186K ﹤0.01% 2285
2015
Q3 		$247K Sell
55,294
-5,259
-9% -$24.4K ﹤0.01% 2358
2015
Q2 		$285K Sell
60,553
-7,898
-12% -$38.2K ﹤0.01% 2344
2015
Q1 		$335K Sell
68,451
-3,486
-5% -$16.9K ﹤0.01% 2153
2014
Q4 		$346K Sell
71,937
-8,387
-10% -$41.6K ﹤0.01% 2044
2014
Q3 		$404K Sell
80,324
-3,611
-4% -$18.2K ﹤0.01% 1953
2014
Q2 		$432K Sell
83,935
-640
-0.8% -$3.28K ﹤0.01% 1908
2014
Q1 		$436K Buy
84,575
+5,071
+6% +$25.7K ﹤0.01% 1841
2013
Q4 		$401K Sell
79,504
-11,454
-13% -$57K ﹤0.01% 1892
2013
Q3 		$446K Buy
90,958
+5,864
+7% +$28.9K ﹤0.01% 1735
2013
Q2 		$424K Buy
+85,094
New +$435K ﹤0.01% 1677

Other funds holding PIM

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PM
Penbrook Management New York $132M AUM 29.91% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

LPL Financial's PIM Position: Q1 2026 in Review

LPL Financial increased its Franklin Master Intermediate Income Trust (PIM) stake by 4.6% in Q1 2026, buying an estimated $10.6K and bringing the position to 73,644 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #5356.

LPL Financial first reported a position in PIM in Q2 2013 and has held it in 50 quarters since. The position peaked at $446K in Q3 2013. 59 funds tracked by Wall St. Rank hold PIM as of Q1 2026.

  • LPL Financial held 73,644 shares of Franklin Master Intermediate Income Trust worth $241K as of Q1 2026.
  • LPL Financial bought 3,248 Franklin Master Intermediate Income Trust shares in Q1 2026, an estimated $10.6K.
  • Franklin Master Intermediate Income Trust made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5356 holding.
  • LPL Financial first reported a position in Franklin Master Intermediate Income Trust in Q2 2013 and has held it in 50 quarters since.
  • LPL Financial's Franklin Master Intermediate Income Trust position peaked at $446K in Q3 2013.
  • 59 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q1 2026.

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