LPL Financial
SPOT icon

LPL Financial’s Spotify SPOT Stock Holding History

LPL Financial’s Portfolio SPOT Stock Details SPOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.15M Buy
6,500
+500
+8% +$251K ﹤0.01% 3077
2025
Q4 		$3.48M Buy
6,000
+500
+9% +$313K ﹤0.01% 2867
2025
Q3 		$3.84M Buy
+5,500
New +$3.85M ﹤0.01% 2716

Other funds holding SPOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

LPL Financial's SPOT Position: Q1 2026 in Review

LPL Financial reduced its Spotify (SPOT) stake by 20% in Q1 2026, selling an estimated $15.5M and leaving 120,255 shares worth $58.3M. The position accounts for 0.02% of the portfolio, ranked #843.

LPL Financial first reported a position in SPOT in Q2 2018 and has held it in 32 quarters since. The position peaked at $106M in Q3 2025. 1,273 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

  • LPL Financial held 120,255 shares of Spotify worth $58.3M as of Q1 2026.
  • LPL Financial sold 30,792 Spotify shares in Q1 2026, an estimated $15.5M.
  • Spotify made up 0.02% of LPL Financial's portfolio in Q1 2026, its #843 holding.
  • LPL Financial first reported a position in Spotify in Q2 2018 and has held it in 32 quarters since.
  • LPL Financial's Spotify position peaked at $106M in Q3 2025.
  • 1,273 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

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