LPL Financial’s Sigma Lithium SGML Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$150K Sell
11,833
-2,740
-19% -$46.1K ﹤0.01% 5837
2026
Q1
$180K Sell
14,573
-6,454
-31% -$82.5K ﹤0.01% 5538
2025
Q4
$277K Buy
+21,027
New +$181K ﹤0.01% 5206
2023
Q4
Sell
-6,637
Closed -$215K 4888
2023
Q3
$215K Sell
6,637
-8,183
-55% -$293K ﹤0.01% 4176
2023
Q2
$597K Buy
14,820
+8,054
+119% +$307K ﹤0.01% 3285
2023
Q1
$255K Buy
+6,766
New +$217K ﹤0.01% 3870
2022
Q4
Sell
-9,088
Closed -$247K 4539
2022
Q3
$247K Buy
+9,088
New +$190K ﹤0.01% 3757

Other funds holding SGML

LPL Financial's SGML Position: Q2 2026 in Review

LPL Financial reduced its Sigma Lithium (SGML) stake by 19% in Q2 2026, selling an estimated $46.1K and leaving 11,833 shares worth $150K. The position accounts for ﹤0.01% of the portfolio, ranked #5837.

LPL Financial first reported a position in SGML in Q3 2022 and has held it in 7 quarters since. The position peaked at $597K in Q2 2023. 119 funds tracked by Wall St. Rank hold SGML as of Q2 2026.

  • LPL Financial held 11,833 shares of Sigma Lithium worth $150K as of Q2 2026.
  • LPL Financial sold 2,740 Sigma Lithium shares in Q2 2026, an estimated $46.1K.
  • Sigma Lithium made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5837 holding.
  • LPL Financial first reported a position in Sigma Lithium in Q3 2022 and has held it in 7 quarters since.
  • LPL Financial's Sigma Lithium position peaked at $597K in Q2 2023.
  • 119 funds tracked by Wall St. Rank held Sigma Lithium as of Q2 2026.

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