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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Philip James Wealth Mangement's LPLA Position: Q1 2026 in Review

Philip James Wealth Mangement reduced its LPL Financial (LPLA) stake by 0.28% in Q1 2026, selling an estimated $1.34K and leaving 1,442 shares worth $434K. The position accounts for 0.05% of the portfolio, ranked #118.

Philip James Wealth Mangement first reported a position in LPLA in Q1 2025 and has held it in 5 quarters since. The position peaked at $516K in Q4 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Philip James Wealth Mangement held 1,442 shares of LPL Financial worth $434K as of Q1 2026.
  • Philip James Wealth Mangement sold 4 LPL Financial shares in Q1 2026, an estimated $1.34K.
  • LPL Financial made up 0.05% of Philip James Wealth Mangement's portfolio in Q1 2026, its #118 holding.
  • Philip James Wealth Mangement first reported a position in LPL Financial in Q1 2025 and has held it in 5 quarters since.
  • Philip James Wealth Mangement's LPL Financial position peaked at $516K in Q4 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Philip James Wealth Mangement's 13F filing for Q1 2026, filed 28 Apr 2026.