WCM Investment Management
LPLA icon

WCM Investment Management’s LPL Financial LPLA Stock Holding History

WCM 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 		$487M Buy
1,810,058
+75,663
+4% +$22.7M 0.88% 36
2026
Q1 		$521M Buy
1,734,395
+12,922
+0.8% +$4.34M 1.19% 33
2025
Q4 		$619M Sell
1,721,473
-21,518
-1% -$7.61M 1.28% 29
2025
Q3 		$594M Buy
1,742,991
+12,214
+0.7% +$4.43M 1.24% 29
2025
Q2 		$632M Buy
1,730,777
+95,423
+6% +$33.4M 1.44% 27
2025
Q1 		$551M Sell
1,635,354
-6,261
-0.4% -$2.18M 1.42% 29
2024
Q4 		$537M Sell
1,641,615
-8,053
-0.5% -$2.38M 1.26% 33
2024
Q3 		$381M Sell
1,649,668
-14,050
-0.8% -$3.17M 0.86% 41
2024
Q2 		$460M Sell
1,663,718
-33,346
-2% -$9.05M 1.09% 34
2024
Q1 		$448M Buy
1,697,064
+970
+0.1% +$245K 1.07% 37
2023
Q4 		$387M Sell
1,696,094
-760,933
-31% -$171M 1.07% 32
2023
Q3 		$584M Buy
2,457,027
+10,182
+0.4% +$2.36M 1.71% 20
2023
Q2 		$532M Sell
2,446,845
-17,200
-0.7% -$3.44M 1.59% 25
2023
Q1 		$499M Sell
2,464,045
-92,231
-4% -$21.1M 1.59% 21
2022
Q4 		$553M Buy
2,556,276
+161,784
+7% +$37.8M 1.84% 17
2022
Q3 		$518M Buy
2,394,492
+860,943
+56% +$183M 1.86% 16
2022
Q2 		$286M Buy
+1,533,549
New +$291M 1.02% 33

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

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

WCM Investment Management increased its LPL Financial (LPLA) stake by 4.4% in Q2 2026, buying an estimated $22.7M and bringing the position to 1,810,058 shares worth $487M. The position accounts for 0.88% of the portfolio, ranked #36.

WCM Investment Management first reported a position in LPLA in Q2 2022 and has held it in 17 quarters since. The position peaked at $632M in Q2 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • WCM Investment Management held 1,810,058 shares of LPL Financial worth $487M as of Q2 2026.
  • WCM Investment Management bought 75,663 LPL Financial shares in Q2 2026, an estimated $22.7M.
  • LPL Financial made up 0.88% of WCM Investment Management's portfolio in Q2 2026, its #36 holding.
  • WCM Investment Management first reported a position in LPL Financial in Q2 2022 and has held it in 17 quarters since.
  • WCM Investment Management's LPL Financial position peaked at $632M in Q2 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

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