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WMS Partners’s LPL Financial LPLA Stock Holding History

WMS Partners’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
2025
Q1 		– Sell
-5,005
Closed -$1.63M – 158
2024
Q4 		$1.63M Buy
5,005
+5
+0.1% +$1.48K 0.09% 89
2024
Q3 		$1.16M Hold
5,000
– – 0.07% 110
2024
Q2 		$1.4M Buy
+5,000
New +$1.36M 0.09% 86

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WMS Partners's LPLA Position: Q1 2025 in Review

WMS Partners sold out of LPL Financial (LPLA) in Q1 2025, closing a stake of 5,005 shares — an estimated $1.63M sold.

WMS Partners first reported a position in LPLA in Q2 2024 and held it in 3 quarters. The position peaked at $1.63M in Q4 2024. 789 funds tracked by Wall St. Rank hold LPLA as of Q1 2025.

  • WMS Partners reported no remaining LPL Financial position as of Q1 2025 after selling out during the quarter.
  • WMS Partners sold 5,005 LPL Financial shares in Q1 2025, an estimated $1.63M.
  • WMS Partners first reported a position in LPL Financial in Q2 2024 and held it in 3 quarters.
  • WMS Partners's LPL Financial position peaked at $1.63M in Q4 2024.
  • 789 funds tracked by Wall St. Rank held LPL Financial as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.