Question 1

Does Geode Capital Management own LPLA stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Geode Capital Management holds 1,502,575 shares of LPLA (LPL Financial), worth $422M.

Question 2

How many shares of LPLA does Geode Capital Management own?

Accepted Answer

As of its Q2 2026 13F, Geode Capital Management holds 1,502,575 shares of LPLA (LPL Financial).

Question 3

What is Geode Capital Management's LPLA position worth?

Accepted Answer

As of its Q2 2026 13F, Geode Capital Management's LPLA position is worth $422M.

Question 4

Is Geode Capital Management buying or selling LPLA?

Accepted Answer

In Q2 2026, Geode Capital Management reduced its LPLA position by 92,175 shares (-5.8%).

Question 5

When did Geode Capital Management first buy LPLA?

Accepted Answer

Geode Capital Management already held LPLA in its Q4 2018 13F, the earliest on record, and has listed it in 31 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	1.5M	-5.8%	$422M	0.0%	$281.45	0
2026-Q1	Increased	1.6M	+2.6%	$478.5M	0.0%	$300.27	32
2025-Q4	Increased	1.6M	+0.8%	$553.9M	0.0%	$356.17	32
2025-Q3	Decreased	1.5M	-10.5%	$512M	0.0%	$331.49	0
2025-Q2	Increased	1.7M	+10.5%	$645.1M	0.0%	$373.30	35
2025-Q1	Increased	1.6M	+6.9%	$509.5M	0.0%	$325.43	34
2024-Q4	Increased	1.5M	+1.6%	$475.9M	0.0%	$324.49	32
2024-Q3	Increased	1.4M	+2.6%	$333.6M	0.0%	$230.97	32
2024-Q2	Increased	1.4M	+2.3%	$390.5M	0.0%	$276.89	32
2024-Q1	Increased	1.4M	+1.3%	$361.1M	0.0%	$261.63	31
2023-Q4	Increased	1.4M	+1.6%	$307.2M	0.0%	$225.15	31
2023-Q3	Increased	1.3M	+0.9%	$315.8M	0.0%	$234.75	31
2023-Q2	Decreased	1.3M	-9.5%	$286.3M	0.0%	$214.49	0
2023-Q1	Increased	1.5M	+9.9%	$294.5M	0.0%	$199.35	34
2022-Q4	Increased	1.3M	+19.1%	$286.3M	0.0%	$212.63	36
2022-Q3	Increased	1.1M	+3.4%	$243.1M	0.0%	$214.71	32
2022-Q2	Increased	1.1M	+1.5%	$198.4M	0.0%	$181.09	31
2022-Q1	Decreased	1.1M	-4.1%	$193.8M	0.0%	$179.11	0
2021-Q4	Decreased	1.1M	-0.5%	$177.1M	0.0%	$156.71	0
2021-Q3	Decreased	1.1M	-14.5%	$174.3M	0.0%	$153.22	0
2021-Q2	Decreased	1.3M	-1.9%	$175.6M	0.0%	$131.71	0
2021-Q1	Decreased	1.3M	-0.1%	$188.4M	0.0%	$138.48	0
2020-Q4	Decreased	1.3M	-2.7%	$138.3M	0.0%	$101.34	0
2020-Q3	Increased	1.4M	+1.9%	$104.6M	0.0%	$74.34	31
2020-Q2	Decreased	1.3M	-3.0%	$104.9M	0.0%	$75.79	0
2020-Q1	Increased	1.4M	+3.7%	$75.1M	0.0%	$52.44	31
2019-Q4	Decreased	1.3M	-4.1%	$122.7M	0.0%	$88.45	0
2019-Q3	Increased	1.4M	+2.4%	$113.6M	0.0%	$78.30	31
2019-Q2	Increased	1.4M	+0.9%	$110.5M	0.0%	$77.72	30
2019-Q1	Increased	1.3M	+12.6%	$93.5M	0.0%	$66.17	34
2018-Q4	First report	1.2M	-	$72.8M	0.0%	$57.83	0

LPLA31 quarters

LPLA
31 quarters