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PDS Planning’s LG Display LPL Stock Holding History

PDS Planning’s Portfolio LPL Stock Details LPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$781K Buy
200,765
+75,603
+60% +$347K 0.05% 199
2026
Q1 		$486K Buy
125,162
+39,757
+47% +$168K 0.03% 276
2025
Q4 		$360K Buy
85,405
+7,608
+10% +$35.5K 0.02% 331
2025
Q3 		$406K Buy
77,797
+11,122
+17% +$46.2K 0.03% 292
2025
Q2 		$228K Buy
66,675
+19,411
+41% +$60K 0.02% 440
2025
Q1 		$147K Buy
47,264
+23,482
+99% +$76.4K 0.01% 453
2024
Q4 		$73K Buy
23,782
+3,401
+17% +$12K 0.01% 426
2024
Q3 		$82.5K Sell
20,381
-1,946
-9% -$8.05K 0.01% 429
2024
Q2 		$92K Sell
22,327
-9,006
-29% -$34.8K 0.01% 375
2024
Q1 		$128K Buy
31,333
+5,290
+20% +$23.7K 0.01% 371
2023
Q4 		$126K Sell
26,043
-13,458
-34% -$64.2K 0.01% 345
2023
Q3 		$193K Buy
39,501
+536
+1% +$2.82K 0.02% 308
2023
Q2 		$236K Buy
38,965
+1,673
+4% +$10.2K 0.03% 259
2023
Q1 		$238K Buy
37,292
+18,947
+103% +$108K 0.03% 239
2022
Q4 		$91K Sell
18,345
-4,244
-19% -$21.6K 0.01% 215
2022
Q3 		$92K Buy
22,589
+4,232
+23% +$23.9K 0.02% 193
2022
Q2 		$102K Buy
18,357
+496
+3% +$3.36K 0.02% 202
2022
Q1 		$148K Sell
17,861
-304
-2% -$2.58K 0.03% 220
2021
Q4 		$183K Buy
18,165
+7,566
+71% +$65.2K 0.04% 202
2021
Q3 		$84K Sell
10,599
-4,704
-31% -$43.3K 0.02% 201
2021
Q2 		$164K Buy
15,303
+4,257
+39% +$45.4K 0.04% 185
2021
Q1 		$110K Buy
11,046
+910
+9% +$9.08K 0.03% 167
2020
Q4 		$86K Sell
10,136
-1,917
-16% -$13.6K 0.03% 156
2020
Q3 		$79K Buy
+12,053
New +$71K 0.03% 134

Other funds holding LPL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

PDS Planning's LPL Position: Q2 2026 in Review

PDS Planning increased its LG Display (LPL) stake by 60% in Q2 2026, buying an estimated $347K and bringing the position to 200,765 shares worth $781K. The position accounts for 0.05% of the portfolio, ranked #199.

PDS Planning first reported a position in LPL in Q3 2020 and has held it in 24 quarters since. 190 funds tracked by Wall St. Rank hold LPL as of Q2 2026.

  • PDS Planning held 200,765 shares of LG Display worth $781K as of Q2 2026.
  • PDS Planning bought 75,603 LG Display shares in Q2 2026, an estimated $347K.
  • LG Display made up 0.05% of PDS Planning's portfolio in Q2 2026, its #199 holding.
  • PDS Planning first reported a position in LG Display in Q3 2020 and has held it in 24 quarters since.
  • 190 funds tracked by Wall St. Rank held LG Display as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.