Salomon & Ludwin’s LPL Financial LPLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$22.9K Buy
78
+61
+359% +$18.3K ﹤0.01% 1047
2026
Q1
$4.99K Sell
17
-55
-76% -$18.5K ﹤0.01% 1760
2025
Q4
$26.6K Sell
72
-2
-3% -$707 ﹤0.01% 691
2025
Q3
$23.3K Buy
+74
New +$26.8K ﹤0.01% 723

Other funds holding LPLA

Salomon & Ludwin's LPLA Position: Q2 2026 in Review

Salomon & Ludwin increased its LPL Financial (LPLA) stake by 359% in Q2 2026, buying an estimated $18.3K and bringing the position to 78 shares worth $22.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1047.

Salomon & Ludwin first reported a position in LPLA in Q3 2025 and has held it in 4 quarters since. The position peaked at $26.6K in Q4 2025. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Salomon & Ludwin held 78 shares of LPL Financial worth $22.9K as of Q2 2026.
  • Salomon & Ludwin bought 61 LPL Financial shares in Q2 2026, an estimated $18.3K.
  • LPL Financial made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #1047 holding.
  • Salomon & Ludwin first reported a position in LPL Financial in Q3 2025 and has held it in 4 quarters since.
  • Salomon & Ludwin's LPL Financial position peaked at $26.6K in Q4 2025.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.