LPL Financial’s Semler Scientific SMLR Stock Holding History

LPL Financial’s Portfolio SMLR Stock Details SMLR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-18,454	Closed	-$282K	–	6143
2025 Q4	$282K	Sell	18,454 -55,272	-75%	-$1.25M	﹤0.01%	5191
2025 Q3	$2.21M	Sell	73,726 -8,336	-10%	-$287K	﹤0.01%	3223
2025 Q2	$3.18M	Sell	82,062 -11,050	-12%	-$394K	﹤0.01%	2688
2025 Q1	$3.37M	Sell	93,112 -17,521	-16%	-$821K	﹤0.01%	2467
2024 Q4	$5.97M	Buy	110,633 +22,305	+25%	+$1.02M	﹤0.01%	1929
2024 Q3	$2.08M	Buy	88,328 +5,549	+7%	+$159K	﹤0.01%	2697
2024 Q2	$2.85M	Buy	82,779 +75,793	+1,085%	+$2.18M	﹤0.01%	2306
2024 Q1	$204K	Sell	6,986 -1,373	-16%	-$57.3K	﹤0.01%	4497
2023 Q4	$370K	Buy	+8,359	New	+$300K	﹤0.01%	3915

LPL Financial's SMLR Position: Q1 2026 in Review

LPL Financial sold out of Semler Scientific (SMLR) in Q1 2026, closing a stake of 18,454 shares — an estimated $282K sold.

LPL Financial first reported a position in SMLR in Q4 2023 and held it in 9 quarters. The position peaked at $5.97M in Q4 2024. 0 funds tracked by Wall St. Rank hold SMLR as of Q1 2026.

LPL Financial reported no remaining Semler Scientific position as of Q1 2026 after selling out during the quarter.
LPL Financial sold 18,454 Semler Scientific shares in Q1 2026, an estimated $282K.
LPL Financial first reported a position in Semler Scientific in Q4 2023 and held it in 9 quarters.
LPL Financial's Semler Scientific position peaked at $5.97M in Q4 2024.
0 funds tracked by Wall St. Rank held Semler Scientific as of Q1 2026.

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