LPL Financial
PRM icon

LPL Financial’s Perimeter Solutions PRM Stock Holding History

LPL Financial’s Portfolio PRM Stock Details PRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.26M Buy
63,410
+15,216
+32% +$475K ﹤0.01% 3616
2026
Q1 		$1.18M Buy
48,194
+4,834
+11% +$123K ﹤0.01% 4037
2025
Q4 		$1.19M Sell
43,360
-10,444
-19% -$264K ﹤0.01% 3890
2025
Q3 		$1.2M Sell
53,804
-6,757
-11% -$128K ﹤0.01% 3820
2025
Q2 		$843K Buy
60,561
+50,542
+504% +$583K ﹤0.01% 3906
2025
Q1 		$101K Sell
10,019
-55,434
-85% -$622K ﹤0.01% 5040
2024
Q4 		$836K Buy
65,453
+5,986
+10% +$78.2K ﹤0.01% 3646
2024
Q3 		$800K Buy
+59,467
New +$616K ﹤0.01% 3594

Other funds holding PRM

WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return

LPL Financial's PRM Position: Q2 2026 in Review

LPL Financial increased its Perimeter Solutions (PRM) stake by 32% in Q2 2026, buying an estimated $475K and bringing the position to 63,410 shares worth $2.26M. The position accounts for ﹤0.01% of the portfolio, ranked #3616.

LPL Financial first reported a position in PRM in Q3 2024 and has held it in 8 quarters since. 310 funds tracked by Wall St. Rank hold PRM as of Q2 2026.

  • LPL Financial held 63,410 shares of Perimeter Solutions worth $2.26M as of Q2 2026.
  • LPL Financial bought 15,216 Perimeter Solutions shares in Q2 2026, an estimated $475K.
  • Perimeter Solutions made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3616 holding.
  • LPL Financial first reported a position in Perimeter Solutions in Q3 2024 and has held it in 8 quarters since.
  • 310 funds tracked by Wall St. Rank held Perimeter Solutions as of Q2 2026.

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