LPL Financial’s Snowflake SNOW Stock Holding History

LPL Financial’s Portfolio SNOW Stock Details SNOW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$226K	Buy	1,500 +200	+15%	+$37K	﹤0.01%	5402
2025 Q4	$285K	Sell	1,300 -200	-13%	-$48.8K	﹤0.01%	5182
2025 Q3	$338K	Buy	1,500 +500	+50%	+$107K	﹤0.01%	4957
2025 Q2	$224K	Buy	+1,000	New	+$181K	﹤0.01%	5001
2023 Q4	–	Sell	-2,000	Closed	-$306K	–	4894
2023 Q3	$306K	Hold	2,000	–	–	﹤0.01%	3908
2023 Q2	$352K	Hold	2,000	–	–	﹤0.01%	3718
2023 Q1	$309K	Sell	2,000 -1,500	-43%	-$220K	﹤0.01%	3716
2022 Q4	$502K	Hold	3,500	–	–	﹤0.01%	3241
2022 Q3	$595K	Hold	3,500	–	–	﹤0.01%	2992
2022 Q2	$487K	Buy	+3,500	New	+$554K	﹤0.01%	3230

Other funds holding SNOW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

LPL Financial's SNOW Position: Q1 2026 in Review

LPL Financial increased its Snowflake (SNOW) stake by 12% in Q1 2026, buying an estimated $9.3M and bringing the position to 460,253 shares worth $69.4M. The position accounts for 0.02% of the portfolio, ranked #762.

LPL Financial first reported a position in SNOW in Q3 2020 and has held it in 23 quarters since. The position peaked at $89.9M in Q4 2025. 1,276 funds tracked by Wall St. Rank hold SNOW as of Q1 2026.

LPL Financial held 460,253 shares of Snowflake worth $69.4M as of Q1 2026.
LPL Financial bought 50,249 Snowflake shares in Q1 2026, an estimated $9.3M.
Snowflake made up 0.02% of LPL Financial's portfolio in Q1 2026, its #762 holding.
LPL Financial first reported a position in Snowflake in Q3 2020 and has held it in 23 quarters since.
LPL Financial's Snowflake position peaked at $89.9M in Q4 2025.
1,276 funds tracked by Wall St. Rank held Snowflake as of Q1 2026.

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