Mawer Investment Management
LPLA icon

Mawer Investment Management’s LPL Financial LPLA Stock Holding History

Mawer Investment 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
2026
Q1 		$14.7M Sell
48,723
-883
-2% -$296K 0.09% 91
2025
Q4 		$17.7M Sell
49,606
-3,084
-6% -$1.09M 0.1% 83
2025
Q3 		$17.5M Sell
52,690
-294
-0.6% -$107K 0.09% 86
2025
Q2 		$19.9M Sell
52,984
-1,942
-4% -$680K 0.1% 87
2025
Q1 		$18M Sell
54,926
-3,084
-5% -$1.07M 0.09% 83
2024
Q4 		$18.9M Buy
58,010
+14,994
+35% +$4.43M 0.09% 81
2024
Q3 		$10M Buy
43,016
+1,341
+3% +$302K 0.05% 92
2024
Q2 		$11.6M Buy
41,675
+12,049
+41% +$3.27M 0.06% 88
2024
Q1 		$7.83M Buy
29,626
+14,799
+100% +$3.74M 0.04% 91
2023
Q4 		$3.37M Buy
+14,827
New +$3.33M 0.02% 91

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VPM
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VCM
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SC
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