LPL Financial
SHIM icon

LPL Financial’s Shimmick SHIM Stock Holding History

LPL Financial’s Portfolio SHIM Stock Details SHIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$103K Buy
+34,789
New +$129K ﹤0.01% 6014
2025
Q4 		– Sell
-102,026
Closed -$266K – 6039
2025
Q3 		$266K Sell
102,026
-20,075
-16% -$49.3K ﹤0.01% 5148
2025
Q2 		$209K Sell
122,101
-2,500
-2% -$3.99K ﹤0.01% 5060
2025
Q1 		$224K Buy
124,601
+15,101
+14% +$33K ﹤0.01% 4784
2024
Q4 		$284K Buy
+109,500
New +$263K ﹤0.01% 4575

Other funds holding SHIM

Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
1492 Capital Management
1492 Capital Management Milwaukee, Wisconsin $296M AUM 85.17% 1-Year Est. Return
MYDA Advisors
MYDA Advisors Woodmere, New York $900M AUM 46.04% 1-Year Est. Return
Pacific Ridge Capital Partners
Pacific Ridge Capital Partners Lake Oswego, Oregon $565M AUM 37.24% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Sanders Morris Harris
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return
GC
Gratia Capital Los Angeles, California $127M AUM 8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

LPL Financial's SHIM Position: Q3 2026 in Review

LPL Financial opened a new position in Shimmick (SHIM) in Q3 2026: 34,789 shares worth $103K. The stake represents ﹤0.01% of the portfolio and ranks #6014 among its holdings. This is a return to the name: LPL Financial previously reported a position in SHIM as recently as Q3 2025.

LPL Financial first reported a position in SHIM in Q4 2024 and has held it in 5 quarters since. The position peaked at $284K in Q4 2024. 46 funds tracked by Wall St. Rank hold SHIM as of Q3 2026.

  • LPL Financial held 34,789 shares of Shimmick worth $103K as of Q3 2026.
  • Shimmick was a new LPL Financial position in Q3 2026.
  • Shimmick made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #6014 holding.
  • LPL Financial first reported a position in Shimmick in Q4 2024 and has held it in 5 quarters since.
  • LPL Financial's Shimmick position peaked at $284K in Q4 2024.
  • 46 funds tracked by Wall St. Rank held Shimmick as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.