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Martingale Asset Management’s LPL Financial LPLA Stock Holding History

Martingale Asset Management’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,253
Closed -$737K – 825
2025
Q1 		$737K Buy
+2,253
New +$785K 0.02% 528
2024
Q3 		– Sell
-7,697
Closed -$2.15M – 819
2024
Q2 		$2.15M Buy
+7,697
New +$2.09M 0.05% 282
2024
Q1 		– Sell
-2,157
Closed -$491K – 839
2023
Q4 		$491K Sell
2,157
-10,242
-83% -$2.3M 0.01% 618
2023
Q3 		$2.95M Buy
12,399
+11,417
+1,163% +$2.65M 0.06% 198
2023
Q2 		$214K Buy
+982
New +$197K ﹤0.01% 754
2021
Q2 		– Sell
-1,825
Closed -$260K – 873
2021
Q1 		$260K Sell
1,825
-42,455
-96% -$5.42M ﹤0.01% 775
2020
Q4 		$4.62M Sell
44,280
-37,313
-46% -$3.35M 0.05% 229
2020
Q3 		$6.26M Buy
81,593
+190
+0.2% +$15.1K 0.07% 199
2020
Q2 		$6.38M Sell
81,403
-788
-1% -$52.7K 0.08% 261
2020
Q1 		$4.47M Buy
82,191
+4,207
+5% +$339K 0.06% 311
2019
Q4 		$7.2M Sell
77,984
-16,244
-17% -$1.39M 0.07% 291
2019
Q3 		$7.72M Sell
94,228
-10,996
-10% -$880K 0.08% 277
2019
Q2 		$8.58M Buy
105,224
+1,106
+1% +$87.5K 0.09% 244
2019
Q1 		$7.25M Buy
104,118
+9,402
+10% +$678K 0.08% 278
2018
Q4 		$5.79M Buy
94,716
+91,516
+2,860% +$5.58M 0.08% 282
2018
Q3 		$207K Sell
3,200
-52,515
-94% -$3.48M ﹤0.01% 936
2018
Q2 		$3.65M Buy
+55,715
New +$3.66M 0.04% 391
2018
Q1 		– Sell
-11,610
Closed -$664K – 960
2017
Q4 		$664K Sell
11,610
-65,247
-85% -$3.43M 0.01% 778
2017
Q3 		$3.96M Buy
76,857
+35,237
+85% +$1.62M 0.05% 371
2017
Q2 		$1.77M Buy
+41,620
New +$1.69M 0.03% 589
2014
Q2 		– Sell
-40,909
Closed -$2.15M – 896
2014
Q1 		$2.15M Sell
40,909
-99,268
-71% -$5.24M 0.07% 292
2013
Q4 		$6.6M Sell
140,177
-35,085
-20% -$1.47M 0.23% 129
2013
Q3 		$6.71M Buy
175,262
+140,202
+400% +$5.36M 0.24% 128
2013
Q2 		$1.32M Buy
+35,060
New +$1.25M 0.05% 385

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Martingale Asset Management's LPLA Position: Q2 2025 in Review

Martingale Asset Management sold out of LPL Financial (LPLA) in Q2 2025, closing a stake of 2,253 shares — an estimated $737K sold.

Martingale Asset Management first reported a position in LPLA in Q2 2013 and held it in 24 quarters. The position peaked at $8.58M in Q2 2019. 801 funds tracked by Wall St. Rank hold LPLA as of Q2 2025.

  • Martingale Asset Management reported no remaining LPL Financial position as of Q2 2025 after selling out during the quarter.
  • Martingale Asset Management sold 2,253 LPL Financial shares in Q2 2025, an estimated $737K.
  • Martingale Asset Management first reported a position in LPL Financial in Q2 2013 and held it in 24 quarters.
  • Martingale Asset Management's LPL Financial position peaked at $8.58M in Q2 2019.
  • 801 funds tracked by Wall St. Rank held LPL Financial as of Q2 2025.

Based on Martingale Asset Management's 13F filing for Q2 2025, filed 11 Aug 2025.