WJ Wealth Management’s LPL Financial LPLA Stock Holding History

WJ 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 Q3	$306K	Hold	1,000	–	–	0.12%	71
2026 Q2	$282K	Hold	1,000	–	–	0.11%	75
2026 Q1	$301K	Hold	1,000	–	–	0.14%	66
2025 Q4	$357K	Hold	1,000	–	–	0.16%	62
2025 Q3	$377K	Sell	1,000 -1,000	-50%	-$362K	0.17%	59
2025 Q2	$750K	Hold	2,000	–	–	0.24%	58
2025 Q1	$654K	Hold	2,000	–	–	0.23%	54
2024 Q4	$653K	Hold	2,000	–	–	0.22%	53
2024 Q3	$465K	Hold	2,000	–	–	0.16%	56
2024 Q2	$559K	Hold	2,000	–	–	0.2%	55
2024 Q1	$528K	Hold	2,000	–	–	0.21%	52
2023 Q4	$455K	Hold	2,000	–	–	0.2%	55
2023 Q3	$475K	Hold	2,000	–	–	0.23%	47
2023 Q2	$435K	Buy	2,000 +1,000	+100%	+$200K	0.21%	45
2023 Q1	$202K	Sell	1,000 -1,000	-50%	-$229K	0.14%	49
2022 Q4	$432K	Sell	2,000 -2,000	-50%	-$468K	0.25%	39
2022 Q3	$874K	Hold	4,000	–	–	0.55%	28
2022 Q2	$738K	Buy	4,000 +2,000	+100%	+$380K	0.52%	26
2022 Q1	$365K	Hold	2,000	–	–	0.24%	33
2021 Q4	$320K	Hold	2,000	–	–	0.19%	45
2021 Q3	$314K	Hold	2,000	–	–	0.21%	45
2021 Q2	$270K	Hold	2,000	–	–	0.84%	37
2021 Q1	$284K	Hold	2,000	–	–	0.88%	33
2020 Q4	$208K	Buy	+2,000	New	+$180K	0.65%	37
2020 Q3	–	Sell	-4,000	Closed	-$314K	–	43
2020 Q2	$314K	Buy	+4,000	New	+$267K	0.22%	38

Other funds holding LPLA

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Coronation Fund Managers Cape Town, South Africa $2.59B AUM 22% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

WJ Wealth Management's LPLA Position: Q3 2026 in Review

WJ Wealth Management held its LPL Financial (LPLA) position steady in Q3 2026 at 1,000 shares worth $306K. The position accounts for 0.12% of the portfolio, ranked #71.

WJ Wealth Management first reported a position in LPLA in Q2 2020 and has held it in 25 quarters since. The position peaked at $874K in Q3 2022. 394 funds tracked by Wall St. Rank hold LPLA as of Q3 2026.

WJ Wealth Management held 1,000 shares of LPL Financial worth $306K as of Q3 2026.
WJ Wealth Management left its LPL Financial share count unchanged in Q3 2026.
LPL Financial made up 0.12% of WJ Wealth Management's portfolio in Q3 2026, its #71 holding.
WJ Wealth Management first reported a position in LPL Financial in Q2 2020 and has held it in 25 quarters since.
WJ Wealth Management's LPL Financial position peaked at $874K in Q3 2022.
394 funds tracked by Wall St. Rank held LPL Financial as of Q3 2026.

Based on WJ Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.