LPL Financial
TDS icon

LPL Financial’s Telephone and Data Systems TDS Stock Holding History

LPL Financial’s Portfolio TDS Stock Details TDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$636K Sell
15,114
-94
-0.6% -$4.13K ﹤0.01% 4554
2025
Q4 		$624K Sell
15,208
-26,161
-63% -$1.02M ﹤0.01% 4516
2025
Q3 		$1.62M Sell
41,369
-6,391
-13% -$246K ﹤0.01% 3508
2025
Q2 		$1.7M Sell
47,760
-16,547
-26% -$581K ﹤0.01% 3279
2025
Q1 		$2.49M Sell
64,307
-5,207
-7% -$188K ﹤0.01% 2748
2024
Q4 		$2.37M Buy
+69,514
New +$2.11M ﹤0.01% 2706
2024
Q2 		– Sell
-14,493
Closed -$232K – 5134
2024
Q1 		$232K Sell
14,493
-13,517
-48% -$231K ﹤0.01% 4388
2023
Q4 		$514K Buy
28,010
+9,622
+52% +$178K ﹤0.01% 3649
2023
Q3 		$337K Sell
18,388
-7,437
-29% -$107K ﹤0.01% 3818
2023
Q2 		$213K Sell
25,825
-108,925
-81% -$924K ﹤0.01% 4108
2023
Q1 		$1.42M Buy
134,750
+6,023
+5% +$70.2K ﹤0.01% 2467
2022
Q4 		$1.35M Buy
128,727
+58,211
+83% +$720K ﹤0.01% 2406
2022
Q3 		$980K Sell
70,516
-11,941
-14% -$190K ﹤0.01% 2563
2022
Q2 		$1.3M Buy
82,457
+4,264
+5% +$76.2K ﹤0.01% 2358
2022
Q1 		$1.48M Buy
78,193
+11,571
+17% +$224K ﹤0.01% 2287
2021
Q4 		$1.34M Buy
+66,622
New +$1.3M ﹤0.01% 2418
2021
Q3 		– Sell
-17,695
Closed -$401K – 4412
2021
Q2 		$401K Sell
17,695
-648
-4% -$15.8K ﹤0.01% 3346
2021
Q1 		$421K Buy
+18,343
New +$375K ﹤0.01% 3176

Other funds holding TDS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
CCM
Carronade Capital Management Darien, Connecticut $7.65B AUM 80.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LPL Financial's TDS Position: Q1 2026 in Review

LPL Financial reduced its Telephone and Data Systems (TDS) stake by 0.62% in Q1 2026, selling an estimated $4.13K and leaving 15,114 shares worth $636K. The position accounts for ﹤0.01% of the portfolio, ranked #4554.

LPL Financial first reported a position in TDS in Q1 2021 and has held it in 18 quarters since. The position peaked at $2.49M in Q1 2025. 354 funds tracked by Wall St. Rank hold TDS as of Q1 2026.

  • LPL Financial held 15,114 shares of Telephone and Data Systems worth $636K as of Q1 2026.
  • LPL Financial sold 94 Telephone and Data Systems shares in Q1 2026, an estimated $4.13K.
  • Telephone and Data Systems made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4554 holding.
  • LPL Financial first reported a position in Telephone and Data Systems in Q1 2021 and has held it in 18 quarters since.
  • LPL Financial's Telephone and Data Systems position peaked at $2.49M in Q1 2025.
  • 354 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q1 2026.

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