Question 1

Does LPL Financial own SOXX stock?

Accepted Answer

Yes. As of its Q2 2026 13F, LPL Financial holds 1,096,518 shares of SOXX, worth $702.6M.

Question 2

How many shares of SOXX does LPL Financial own?

Accepted Answer

As of its Q2 2026 13F, LPL Financial holds 1,096,518 shares of SOXX.

Question 3

What is LPL Financial's SOXX position worth?

Accepted Answer

As of its Q2 2026 13F, LPL Financial's SOXX position is worth $702.6M.

Question 4

Is LPL Financial buying or selling SOXX?

Accepted Answer

In Q2 2026, LPL Financial increased its SOXX position by 18,377 shares (+1.7%).

Question 5

When did LPL Financial first buy SOXX?

Accepted Answer

LPL Financial already held SOXX 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	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