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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

WJ Wealth Management's LPLA Position: Q1 2026 in Review

WJ Wealth Management held its LPL Financial (LPLA) position steady in Q1 2026 at 1,000 shares worth $301K. The position accounts for 0.14% of the portfolio, ranked #66.

WJ Wealth Management first reported a position in LPLA in Q2 2020 and has held it in 23 quarters since. The position peaked at $874K in Q3 2022. 765 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

WJ Wealth Management held 1,000 shares of LPL Financial worth $301K as of Q1 2026.
WJ Wealth Management left its LPL Financial share count unchanged in Q1 2026.
LPL Financial made up 0.14% of WJ Wealth Management's portfolio in Q1 2026, its #66 holding.
WJ Wealth Management first reported a position in LPL Financial in Q2 2020 and has held it in 23 quarters since.
WJ Wealth Management's LPL Financial position peaked at $874K in Q3 2022.
765 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on WJ Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.