WCM Investment Management’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 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