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Philip James Wealth Mangement’s LPL Financial LPLA Stock Holding History

Philip James Wealth Mangement’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 		$293K Sell
1,041
-401
-28% -$120K 0.03% 132
2026
Q1 		$434K Sell
1,442
-4
-0.3% -$1.34K 0.05% 118
2025
Q4 		$516K Buy
1,446
+81
+6% +$28.6K 0.06% 116
2025
Q3 		$454K Buy
1,365
+597
+78% +$216K 0.05% 120
2025
Q2 		$288K Sell
768
-3
-0.4% -$1.05K 0.04% 141
2025
Q1 		$252K Buy
+771
New +$268K 0.03% 145

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

Philip James Wealth Mangement's LPLA Position: Q2 2026 in Review

Philip James Wealth Mangement reduced its LPL Financial (LPLA) stake by 28% in Q2 2026, selling an estimated $120K and leaving 1,041 shares worth $293K. The position accounts for 0.03% of the portfolio, ranked #132.

Philip James Wealth Mangement first reported a position in LPLA in Q1 2025 and has held it in 6 quarters since. The position peaked at $516K in Q4 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Philip James Wealth Mangement held 1,041 shares of LPL Financial worth $293K as of Q2 2026.
  • Philip James Wealth Mangement sold 401 LPL Financial shares in Q2 2026, an estimated $120K.
  • LPL Financial made up 0.03% of Philip James Wealth Mangement's portfolio in Q2 2026, its #132 holding.
  • Philip James Wealth Mangement first reported a position in LPL Financial in Q1 2025 and has held it in 6 quarters since.
  • Philip James Wealth Mangement's LPL Financial position peaked at $516K in Q4 2025.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Philip James Wealth Mangement's 13F filing for Q2 2026, filed 27 Jul 2026.