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MTM Investment Management’s LPL Financial LPLA Stock Holding History

MTM 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
Q2 		$3.94K Hold
14
– – ﹤0.01% 609
2026
Q1 		$4.21K Hold
14
– – ﹤0.01% 598
2025
Q4 		$5K Hold
14
– – ﹤0.01% 588
2025
Q3 		$4.66K Hold
14
– – ﹤0.01% 608
2025
Q2 		$5.25K Buy
+14
New +$4.91K ﹤0.01% 606

Other funds holding LPLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

MTM Investment Management's LPLA Position: Q2 2026 in Review

MTM Investment Management held its LPL Financial (LPLA) position steady in Q2 2026 at 14 shares worth $3.94K. The position accounts for ﹤0.01% of the portfolio, ranked #609.

MTM Investment Management first reported a position in LPLA in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.25K in Q2 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • MTM Investment Management held 14 shares of LPL Financial worth $3.94K as of Q2 2026.
  • MTM Investment Management left its LPL Financial share count unchanged in Q2 2026.
  • LPL Financial made up ﹤0.01% of MTM Investment Management's portfolio in Q2 2026, its #609 holding.
  • MTM Investment Management first reported a position in LPL Financial in Q2 2025 and has held it in 5 quarters since.
  • MTM Investment Management's LPL Financial position peaked at $5.25K in Q2 2025.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.