LPL Financial’s Southwest Gas SWX Stock Holding History

LPL Financial’s Portfolio SWX Stock Details SWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-4,500	Closed	-$272K	–	4896
2023 Q3	$272K	Buy	+4,500	New	+$287K	﹤0.01%	4001

Other funds holding SWX

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

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

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

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

LPL Financial's SWX Position: Q1 2026 in Review

LPL Financial increased its Southwest Gas (SWX) stake by 37% in Q1 2026, buying an estimated $462K and bringing the position to 19,919 shares worth $1.73M. The position accounts for ﹤0.01% of the portfolio, ranked #3660.

LPL Financial first reported a position in SWX in Q2 2015 and has held it in 37 quarters since. 396 funds tracked by Wall St. Rank hold SWX as of Q1 2026.

LPL Financial held 19,919 shares of Southwest Gas worth $1.73M as of Q1 2026.
LPL Financial bought 5,419 Southwest Gas shares in Q1 2026, an estimated $462K.
Southwest Gas made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3660 holding.
LPL Financial first reported a position in Southwest Gas in Q2 2015 and has held it in 37 quarters since.
396 funds tracked by Wall St. Rank held Southwest Gas as of Q1 2026.

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