LPL Financial
PLMR icon

LPL Financial’s Palomar PLMR Stock Holding History

LPL Financial’s Portfolio PLMR Stock Details PLMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.4M Buy
11,720
+2,124
+22% +$265K ﹤0.01% 3841
2025
Q4 		$1.29M Sell
9,596
-2,403
-20% -$293K ﹤0.01% 3813
2025
Q3 		$1.4M Sell
11,999
-10,253
-46% -$1.3M ﹤0.01% 3661
2025
Q2 		$3.43M Buy
22,252
+17,612
+380% +$2.73M ﹤0.01% 2619
2025
Q1 		$636K Buy
4,640
+1,558
+51% +$185K ﹤0.01% 3941
2024
Q4 		$325K Buy
3,082
+194
+7% +$19.7K ﹤0.01% 4454
2024
Q3 		$273K Buy
+2,888
New +$266K ﹤0.01% 4507
2024
Q2 		– Sell
-8,025
Closed -$673K – 5099
2024
Q1 		$673K Buy
+8,025
New +$550K ﹤0.01% 3521
2021
Q4 		– Sell
-9,561
Closed -$773K – 4436
2021
Q3 		$773K Buy
9,561
+1,878
+24% +$155K ﹤0.01% 2831
2021
Q2 		$580K Buy
7,683
+3,324
+76% +$240K ﹤0.01% 3030
2021
Q1 		$292K Sell
4,359
-756
-15% -$67.8K ﹤0.01% 3483
2020
Q4 		$454K Sell
5,115
-6,879
-57% -$579K ﹤0.01% 2847
2020
Q3 		$1.25M Buy
11,994
+1,122
+10% +$110K ﹤0.01% 1763
2020
Q2 		$932K Buy
+10,872
New +$721K ﹤0.01% 1872
2019
Q4 		– Sell
-8,238
Closed -$325K – 3397
2019
Q3 		$325K Sell
8,238
-226
-3% -$7.06K ﹤0.01% 2610
2019
Q2 		$203K Buy
+8,464
New +$186K ﹤0.01% 3017

Other funds holding PLMR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return