William Blair & Company’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 | $5.17M | Buy |
17,170
+11,593
| +208% | +$3.89M | 0.01% | 500 |
|
|
2025
Q4 | $1.99M | Buy |
5,577
+3,655
| +190% | +$1.29M | 0.01% | 744 |
|
|
2025
Q3 | $640K | Sell |
1,922
-8,226
| -81% | -$2.98M | ﹤0.01% | 1038 |
|
|
2025
Q2 | $3.81M | Sell |
10,148
-10,290
| -50% | -$3.61M | 0.01% | 571 |
|
|
2025
Q1 | $6.69M | Sell |
20,438
-918
| -4% | -$320K | 0.02% | 410 |
|
|
2024
Q4 | $6.97M | Sell |
21,356
-1,766
| -8% | -$522K | 0.02% | 417 |
|
|
2024
Q3 | $5.38M | Sell |
23,122
-1,479
| -6% | -$333K | 0.02% | 489 |
|
|
2024
Q2 | $6.87M | Sell |
24,601
-686
| -3% | -$186K | 0.02% | 405 |
|
|
2024
Q1 | $6.68M | Buy |
25,287
+1,832
| +8% | +$462K | 0.02% | 407 |
|
|
2023
Q4 | $5.34M | Sell |
23,455
-1,202
| -5% | -$270K | 0.02% | 447 |
|
|
2023
Q3 | $5.86M | Buy |
24,657
+11,646
| +90% | +$2.7M | 0.02% | 402 |
|
|
2023
Q2 | $2.83M | Buy |
+13,011
| New | +$2.61M | 0.01% | 583 |
|
|
2016
Q1 | – | Sell |
-68,989
| Closed | -$2.94M | – | 1218 |
|
|
2015
Q4 | $2.94M | Sell |
68,989
-8,985
| -12% | -$383K | 0.03% | 385 |
|
|
2015
Q3 | $3.1M | Sell |
77,974
-2,480,798
| -97% | -$107M | 0.03% | 416 |
|
|
2015
Q2 | $119M | Sell |
2,558,772
-1,914,112
| -43% | -$82.8M | 0.18% | 168 |
|
|
2015
Q1 | $196M | Buy |
4,472,884
+227,819
| +5% | +$10.1M | 0.3% | 88 |
|
|
2014
Q4 | $189M | Buy |
4,245,065
+394,576
| +10% | +$17M | 0.31% | 82 |
|
|
2014
Q3 | $177M | Sell |
3,850,489
-9,201
| -0.2% | -$443K | 0.3% | 82 |
|
|
2014
Q2 | $192M | Buy |
3,859,690
+689,559
| +22% | +$33.4M | 0.31% | 77 |
|
|
2014
Q1 | $167M | Sell |
3,170,131
-1,377,751
| -30% | -$72.7M | 0.28% | 100 |
|
|
2013
Q4 | $214M | Sell |
4,547,882
-44,177
| -1% | -$1.85M | 0.35% | 62 |
|
|
2013
Q3 | $176M | Buy |
4,592,059
+1,590,449
| +53% | +$60.8M | 0.31% | 73 |
|
|
2013
Q2 | $113M | Buy |
+3,001,610
| New | +$107M | 0.22% | 120 |
|
Other funds holding LPLA
VPM
VCM
SC
