John Armitage's LPLA Position Overview
John Armitage (via Egerton Capital (Uk) Llp) currently holds 254,813 shares of LPL Financial Holdings Inc. (LPLA) worth $91.01 M, representing 0.99% of the portfolio. First purchased in 2022-Q1, this medium-term investment has been held for 11 quarters.
Based on 13F filings, John Armitage has maintained a strategic position in LPLA, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2025, adding 613,555 shares. Largest reduction occurred in Q2 2023, reducing 1.02 M shares.
Analysis based on 13F filings available since 2013 Q2
John Armitage's LPL Financial Holdings (LPLA) Holding Value Over Time
Track share changes against reported price movement
Quarterly LPL Financial Holdings (LPLA) Trades by John Armitage
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +254,813 | New Buy | 254,813 | $357.17 |
| Q3 2025 | -832,516 | Sold Out | 0 | $0.00 |
| Q2 2025 | -38,749 | Reduce 4.45% | 832,516 | $374.97 |
| Q1 2025 | +613,555 | Add 238.08% | 871,265 | $327.14 |
| Q4 2024 | +257,710 | New Buy | 257,710 | $326.51 |
| Q2 2023 | -1.02 M | Sold Out | 0 | $0.00 |
| Q1 2023 | -208,517 | Reduce 16.98% | 1.02 M | $202.40 |
| Q4 2022 | +13,720 | Add 1.13% | 1.23 M | $216.17 |
| Q3 2022 | +103,214 | Add 9.29% | 1.21 M | $218.48 |
| Q2 2022 | +311,849 | Add 39.01% | 1.11 M | $184.48 |
| Q1 2022 | +799,461 | New Buy | 799,461 | $182.68 |
John Armitage's LPL Financial Holdings Investment FAQs
John Armitage first purchased LPL Financial Holdings Inc. (LPLA) in Q1 2022, acquiring 799,461 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Armitage has held LPL Financial Holdings Inc. (LPLA) for 11 quarters since Q1 2022.
John Armitage's largest addition to LPL Financial Holdings Inc. (LPLA) was in Q1 2022, adding 799,461 shares worth $146.05 M.
According to the latest 13F filing for Q4 2025, John Armitage's firm, Egerton Capital (Uk) Llp, owns 254,813 shares of LPL Financial Holdings Inc. (LPLA), valued at approximately $91.01 M.
As of the Q4 2025 filing, LPL Financial Holdings Inc. (LPLA) represents approximately 0.99% of John Armitage's publicly disclosed stock portfolio, making it one of their key holdings.
John Armitage's peak holding in LPL Financial Holdings Inc. (LPLA) was 1,228,244 shares, as reported at the end of Q4 2022.