LPL Financial
SHAK icon

LPL Financial’s Shake Shack SHAK Stock Holding History

LPL Financial’s Portfolio SHAK Stock Details SHAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,300
Closed -$215K – 6038
2025
Q3 		$215K Buy
+2,300
New +$264K ﹤0.01% 5297

Other funds holding SHAK

BlackRock
BlackRock New York $5.72T 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
1WCM
12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ACM
Anomaly Capital Management New York $1.65B AUM 26.47% 1-Year Est. Return

LPL Financial's SHAK Position: Q1 2026 in Review

LPL Financial increased its Shake Shack (SHAK) stake by 4.9% in Q1 2026, buying an estimated $154K and bringing the position to 36,041 shares worth $3.19M. The position accounts for ﹤0.01% of the portfolio, ranked #3054.

LPL Financial first reported a position in SHAK in Q4 2015 and has held it in 30 quarters since. The position peaked at $3.56M in Q2 2021. 371 funds tracked by Wall St. Rank hold SHAK as of Q1 2026.

  • LPL Financial held 36,041 shares of Shake Shack worth $3.19M as of Q1 2026.
  • LPL Financial bought 1,679 Shake Shack shares in Q1 2026, an estimated $154K.
  • Shake Shack made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3054 holding.
  • LPL Financial first reported a position in Shake Shack in Q4 2015 and has held it in 30 quarters since.
  • LPL Financial's Shake Shack position peaked at $3.56M in Q2 2021.
  • 371 funds tracked by Wall St. Rank held Shake Shack as of Q1 2026.

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