LPL Financial
VUZI icon

LPL Financial’s Vuzix VUZI Stock Holding History

LPL Financial’s Portfolio VUZI Stock Details VUZI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$257K Sell
88,636
-20,993
-19% -$66.1K ﹤0.01% 5574
2026
Q1 		$253K Buy
109,629
+85,462
+354% +$233K ﹤0.01% 5319
2025
Q4 		$91.4K Sell
24,167
-16,989
-41% -$53.4K ﹤0.01% 5621
2025
Q3 		$129K Buy
41,156
+200
+0.5% +$472 ﹤0.01% 5454
2025
Q2 		$120K Sell
40,956
-984
-2% -$2.32K ﹤0.01% 5229
2025
Q1 		$85.6K Buy
41,940
+15,172
+57% +$49.7K ﹤0.01% 5078
2024
Q4 		$105K Buy
26,768
+1,864
+7% +$3.82K ﹤0.01% 4984
2024
Q3 		$29.1K Buy
24,904
+3,949
+19% +$4.31K ﹤0.01% 5053
2024
Q2 		$28.3K Buy
20,955
+5,903
+39% +$8.13K ﹤0.01% 4905
2024
Q1 		$18.2K Sell
15,052
-1,207
-7% -$1.97K ﹤0.01% 4850
2023
Q4 		$33.9K Sell
16,259
-1,815
-10% -$4.95K ﹤0.01% 4697
2023
Q3 		$65.6K Buy
18,074
+774
+4% +$3.43K ﹤0.01% 4483
2023
Q2 		$88.2K Sell
17,300
-2,637
-13% -$11.7K ﹤0.01% 4345
2023
Q1 		$82.5K Hold
19,937
– – ﹤0.01% 4242
2022
Q4 		$72.6K Sell
19,937
-3,402
-15% -$15.6K ﹤0.01% 4220
2022
Q3 		$135K Buy
23,339
+3,016
+15% +$23.3K ﹤0.01% 4046
2022
Q2 		$144K Buy
20,323
+134
+0.7% +$787 ﹤0.01% 4038
2022
Q1 		$133K Buy
20,189
+2,825
+16% +$18.6K ﹤0.01% 3929
2021
Q4 		$151K Buy
17,364
+5,751
+50% +$62.1K ﹤0.01% 4057
2021
Q3 		$121K Sell
11,613
-4,647
-29% -$62.1K ﹤0.01% 4100
2021
Q2 		$298K Sell
16,260
-1,085
-6% -$21.9K ﹤0.01% 3588
2021
Q1 		$441K Buy
17,345
+6,945
+67% +$113K ﹤0.01% 3132
2020
Q4 		$94K Buy
+10,400
New +$51.9K ﹤0.01% 3687
2018
Q3 		– Sell
-17,200
Closed -$128K – 3312
2018
Q2 		$128K Sell
17,200
-8,783
-34% -$55.6K ﹤0.01% 3080
2018
Q1 		$143K Buy
25,983
+6,972
+37% +$56.9K ﹤0.01% 3026
2017
Q4 		$119K Buy
19,011
+3,911
+26% +$22.6K ﹤0.01% 2913
2017
Q3 		$82K Buy
+15,100
New +$92.4K ﹤0.01% 2790

Other funds holding VUZI

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACM
AIGH Capital Management Baltimore, Maryland $1.59B AUM 855.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

LPL Financial's VUZI Position: Q2 2026 in Review

LPL Financial reduced its Vuzix (VUZI) stake by 19% in Q2 2026, selling an estimated $66.1K and leaving 88,636 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #5574.

LPL Financial first reported a position in VUZI in Q3 2017 and has held it in 27 quarters since. The position peaked at $441K in Q1 2021. 127 funds tracked by Wall St. Rank hold VUZI as of Q2 2026.

  • LPL Financial held 88,636 shares of Vuzix worth $257K as of Q2 2026.
  • LPL Financial sold 20,993 Vuzix shares in Q2 2026, an estimated $66.1K.
  • Vuzix made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5574 holding.
  • LPL Financial first reported a position in Vuzix in Q3 2017 and has held it in 27 quarters since.
  • LPL Financial's Vuzix position peaked at $441K in Q1 2021.
  • 127 funds tracked by Wall St. Rank held Vuzix as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.