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
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

PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
TDC
Thompson Davis & Co Richmond, Virginia $167M AUM 33.45% 1-Year Est. Return
1CM
1492 Capital Management Milwaukee, Wisconsin $339M AUM 120.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $4.59B AUM 41.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return

LPL Financial's SHIM Position: Q4 2025 in Review

LPL Financial sold out of Shimmick (SHIM) in Q4 2025, closing a stake of 102,026 shares — an estimated $266K sold.

LPL Financial first reported a position in SHIM in Q4 2024 and held it in 4 quarters. The position peaked at $284K in Q4 2024. 16 funds tracked by Wall St. Rank hold SHIM as of Q4 2025.

  • LPL Financial reported no remaining Shimmick position as of Q4 2025 after selling out during the quarter.
  • LPL Financial sold 102,026 Shimmick shares in Q4 2025, an estimated $266K.
  • LPL Financial first reported a position in Shimmick in Q4 2024 and held it in 4 quarters.
  • LPL Financial's Shimmick position peaked at $284K in Q4 2024.
  • 16 funds tracked by Wall St. Rank held Shimmick as of Q4 2025.

Based on LPL Financial's 13F filing for Q4 2025, filed 11 Feb 2026.