LPL Financial’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.66M | Buy |
239,018
+55,385
| +30% | +$426K | ﹤0.01% | 3687 |
|
|
2025
Q4 | $1.53M | Sell |
183,633
-2,127
| -1% | -$18.4K | ﹤0.01% | 3646 |
|
|
2025
Q3 | $1.7M | Buy |
185,760
+211
| +0.1% | +$2.17K | ﹤0.01% | 3471 |
|
|
2025
Q2 | $2.12M | Buy |
185,549
+35,624
| +24% | +$435K | ﹤0.01% | 3067 |
|
|
2025
Q1 | $2.19M | Buy |
149,925
+33,622
| +29% | +$506K | ﹤0.01% | 2875 |
|
|
2024
Q4 | $1.9M | Sell |
116,303
-52,608
| -31% | -$960K | ﹤0.01% | 2911 |
|
|
2024
Q3 | $2.96M | Buy |
168,911
+7,672
| +5% | +$131K | ﹤0.01% | 2380 |
|
|
2024
Q2 | $2.73M | Buy |
161,239
+2,076
| +1% | +$37.7K | ﹤0.01% | 2337 |
|
|
2024
Q1 | $3M | Buy |
159,163
+2,040
| +1% | +$38.3K | ﹤0.01% | 2181 |
|
|
2023
Q4 | $3.06M | Buy |
157,123
+76,261
| +94% | +$1.47M | ﹤0.01% | 2064 |
|
|
2023
Q3 | $1.65M | Sell |
80,862
-2,095
| -3% | -$43.8K | ﹤0.01% | 2457 |
|
|
2023
Q2 | $1.8M | Buy |
82,957
+18,653
| +29% | +$416K | ﹤0.01% | 2342 |
|
|
2023
Q1 | $1.4M | Buy |
64,304
+22,770
| +55% | +$500K | ﹤0.01% | 2476 |
|
|
2022
Q4 | $940K | Sell |
41,534
-8,760
| -17% | -$187K | ﹤0.01% | 2701 |
|
|
2022
Q3 | $940K | Buy |
50,294
+14,023
| +39% | +$282K | ﹤0.01% | 2591 |
|
|
2022
Q2 | $685K | Sell |
36,271
-13,497
| -27% | -$256K | ﹤0.01% | 2912 |
|
|
2022
Q1 | $1.09M | Sell |
49,768
-1,149
| -2% | -$25.9K | ﹤0.01% | 2541 |
|
|
2021
Q4 | $1.21M | Buy |
50,917
+1,897
| +4% | +$42.2K | ﹤0.01% | 2489 |
|
|
2021
Q3 | $1.06M | Buy |
49,020
+2,057
| +4% | +$46.9K | ﹤0.01% | 2561 |
|
|
2021
Q2 | $1.1M | Buy |
46,963
+1,122
| +2% | +$25.8K | ﹤0.01% | 2480 |
|
|
2021
Q1 | $929K | Buy |
45,841
+3,938
| +9% | +$81.8K | ﹤0.01% | 2453 |
|
|
2020
Q4 | $919K | Sell |
41,903
-427
| -1% | -$9.73K | ﹤0.01% | 2262 |
|
|
2020
Q3 | $944K | Sell |
42,330
-11,606
| -22% | -$256K | ﹤0.01% | 1993 |
|
|
2020
Q2 | $1.18M | Sell |
53,936
-2,851
| -5% | -$56.7K | ﹤0.01% | 1707 |
|
|
2020
Q1 | $845K | Buy |
56,787
+12,640
| +29% | +$249K | ﹤0.01% | 1735 |
|
|
2019
Q4 | $980K | Buy |
44,147
+1,015
| +2% | +$21.5K | ﹤0.01% | 1852 |
|
|
2019
Q3 | $862K | Buy |
43,132
+1,946
| +5% | +$38.8K | ﹤0.01% | 1844 |
|
|
2019
Q2 | $806K | Sell |
41,186
-16,314
| -28% | -$307K | ﹤0.01% | 1891 |
|
|
2019
Q1 | $1.03M | Sell |
57,500
-673
| -1% | -$11.4K | ﹤0.01% | 1632 |
|
|
2018
Q4 | $908K | Buy |
58,173
+1,872
| +3% | +$31.9K | ﹤0.01% | 1605 |
|
|
2018
Q3 | $965K | Buy |
56,301
+1,499
| +3% | +$26.2K | ﹤0.01% | 1697 |
|
|
2018
Q2 | $941K | Buy |
54,802
+1,342
| +3% | +$22.8K | ﹤0.01% | 1666 |
|
|
2018
Q1 | $938K | Sell |
53,460
-1,473
| -3% | -$24.4K | ﹤0.01% | 1653 |
|
|
2017
Q4 | $902K | Buy |
54,933
+3,401
| +7% | +$51.7K | ﹤0.01% | 1598 |
|
|
2017
Q3 | $800K | Sell |
51,532
-6,449
| -11% | -$98.8K | ﹤0.01% | 1595 |
|
|
2017
Q2 | $899K | Sell |
57,981
-5
| -0% | -$76 | ﹤0.01% | 1442 |
|
|
2017
Q1 | $786K | Buy |
57,986
+11,817
| +26% | +$161K | 0.01% | 1432 |
|
|
2016
Q4 | $620K | Sell |
46,169
-5,037
| -10% | -$60.8K | ﹤0.01% | 1549 |
|
|
2016
Q3 | $540K | Hold |
51,206
| – | – | 0.01% | 1642 |
|
|
2016
Q2 | $493K | Sell |
51,206
-98,826
| -66% | -$1.04M | ﹤0.01% | 1684 |
|
|
2016
Q1 | $1.65M | Buy |
150,032
+33,034
| +28% | +$327K | ﹤0.01% | 1328 |
|
|
2015
Q4 | $1.23M | Buy |
116,998
+58,546
| +100% | +$577K | ﹤0.01% | 1515 |
|
|
2015
Q3 | $511K | Buy |
58,452
+500
| +0.9% | +$4.85K | ﹤0.01% | 1773 |
|
|
2015
Q2 | $616K | Buy |
57,952
+4,027
| +7% | +$44.4K | ﹤0.01% | 1737 |
|
|
2015
Q1 | $585K | Buy |
53,925
+5,344
| +11% | +$57.1K | ﹤0.01% | 1741 |
|
|
2014
Q4 | $439K | Buy |
48,581
+3,675
| +8% | +$31K | ﹤0.01% | 1862 |
|
|
2014
Q3 | $364K | Sell |
44,906
-353
| -0.8% | -$2.89K | ﹤0.01% | 2022 |
|
|
2014
Q2 | $386K | Sell |
45,259
-39,871
| -47% | -$336K | ﹤0.01% | 1997 |
|
|
2014
Q1 | $776K | Buy |
85,130
+29,825
| +54% | +$273K | ﹤0.01% | 1428 |
|
|
2013
Q4 | $482K | Buy |
55,305
+17,345
| +46% | +$149K | ﹤0.01% | 1754 |
|
|
2013
Q3 | $324K | Buy |
37,960
+18,930
| +99% | +$142K | ﹤0.01% | 1955 |
|
|
2013
Q2 | $111K | Buy |
+19,030
| New | +$110K | ﹤0.01% | 2325 |
|
Other funds holding WEN
TFM
VPM
VCM
LPL Financial's WEN Position: Q1 2026 in Review
LPL Financial increased its Wendy's (WEN) stake by 30% in Q1 2026, buying an estimated $426K and bringing the position to 239,018 shares worth $1.66M. The position accounts for ﹤0.01% of the portfolio, ranked #3687.
LPL Financial first reported a position in WEN in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.06M in Q4 2023. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.
- LPL Financial held 239,018 shares of Wendy's worth $1.66M as of Q1 2026.
- LPL Financial bought 55,385 Wendy's shares in Q1 2026, an estimated $426K.
- Wendy's made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3687 holding.
- LPL Financial first reported a position in Wendy's in Q2 2013 and has held it in 52 quarters since.
- LPL Financial's Wendy's position peaked at $3.06M in Q4 2023.
- 407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.
Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.