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Lpl Financial Holdings shares owned by Walsh & Associates

Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Walsh & Associates from 13F filings

Historical chart of Walsh & Associates investment in Lpl Financial Holdings

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All positions including Lpl Financial Holdings held by Walsh & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lpl Financial Holdings by Walsh & Associates

Quarter filed Position value Share count Share price at filing
2026-03-31 $163k 542 300.83
2025-12-31 $194k 542 357.17

More positions owned by Walsh & Associates

Ishares Russell MF Closed and MF Open (IWF)
State Street MF Closed and MF Open (SPYG)
State Street MF Closed and MF Open (SPYV)
Dimensional Us MF Closed and MF Open (DFUV)
State Street MF Closed and MF Open (SPEM)
State Street MF Closed and MF Open (SPDW)
Dimensional Us MF Closed and MF Open (DFAT)
Nvidia Corp Common Stock (NVDA)
Apple Common Stock (AAPL)
State Street MF Closed and MF Open (MDYG)
Adams Diversified MF Closed and MF Open (ADX)
Ishares Core MF Closed and MF Open (ITOT)
State Street MF Closed and MF Open (SPTM)
State Street MF Closed and MF Open (SLYG)
Ishares Russ MF Closed and MF Open (IWS)

View all positions for Walsh & Associates

Top funds holding Lpl Financial Holdings

Vanguard Group
BlackRock
Robeco Investment Management
Dodge & Cox
Vanguard Portfolio Management
Massachusetts Financial Services
Henderson Group
Vanguard Capital Management
Principal Financial Group
Samlyn Capital
Capital World Investors
Kayne Anderson Rudnick Investment Management
Lone Pine Capital
State Street Corporation
WCM Investment Management

View all funds holding Lpl Financial Holdings