Question 1

How many shares of SOXX does LPL Financial LLC own?

Accepted Answer

As of 2026-Q2, LPL Financial LLC holds 1.1M shares of SOXX (ISHARES SEMICONDUCTOR ETF).

Question 2

What is LPL Financial LLC's SOXX position worth?

Accepted Answer

As of 2026-Q2, LPL Financial LLC's SOXX position is worth $702.6M.

Question 3

Is LPL Financial LLC buying or selling SOXX?

Accepted Answer

In 2026-Q2, LPL Financial LLC increased their SOXX position (+1.7% change in shares).

Question 4

When did LPL Financial LLC first buy SOXX?

Accepted Answer

Based on available 13F filings, LPL Financial LLC first reported a position in SOXX in 2024-Q3. They have held the position across 31 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	1.1M	+1.7%	$702.6M	0.2%	$640.76	38
2026-Q1	Increased	1.1M	+3.5%	$354.3M	0.1%	$334.78	32
2025-Q4	Increased	1M	+1.9%	$313.7M	0.1%	$304.92	31
2025-Q3	Increased	1M	+0.2%	$277.3M	0.1%	$268.54	31
2025-Q2	Increased	1M	+20.9%	$243.6M	0.1%	$238.01	37
2025-Q1	Increased	843,995	+7.3%	$158.8M	0.1%	$187.60	33
2024-Q4	Increased	786,645	+2.8%	$169.5M	0.1%	$215.76	31
2024-Q3	Decreased	765,304	-1.5%	$176.5M	0.1%	$230.69	0

SOXXShowing 8 of 31 quarters

SOXX
Showing 8 of 31 quarters