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Whalen Wealth Management’s LPL Financial LPLA Stock Holding History

Whalen Wealth 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
Q1 		– Sell
-765
Closed -$273K – 204
2025
Q4 		$273K Buy
+765
New +$271K 0.15% 169

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VPM
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SC
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Whalen Wealth Management's LPLA Position: Q1 2026 in Review

Whalen Wealth Management sold out of LPL Financial (LPLA) in Q1 2026, closing a stake of 765 shares — an estimated $273K sold.

Whalen Wealth Management first reported a position in LPLA in Q4 2025 and held it in 1 quarter. The position peaked at $273K in Q4 2025. 766 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Whalen Wealth Management reported no remaining LPL Financial position as of Q1 2026 after selling out during the quarter.
  • Whalen Wealth Management sold 765 LPL Financial shares in Q1 2026, an estimated $273K.
  • Whalen Wealth Management first reported a position in LPL Financial in Q4 2025 and held it in 1 quarter.
  • Whalen Wealth Management's LPL Financial position peaked at $273K in Q4 2025.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.