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Pinnacle Wealth Management Advisory Group’s Goldman Sachs GS Stock Holding History

Pinnacle Wealth Management Advisory Group’s Portfolio GS Stock Details GS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.56M Sell
3,022
-236
-7% -$211K 0.17% 104
2025
Q4 		$2.86M Buy
3,258
+94
+3% +$76.7K 0.2% 94
2025
Q3 		$2.52M Sell
3,164
-51
-2% -$37.8K 0.19% 97
2025
Q2 		$2.28M Buy
3,215
+281
+10% +$163K 0.19% 97
2025
Q1 		$1.6M Sell
2,934
-4
-0.1% -$2.41K 0.15% 105
2024
Q4 		$1.68M Buy
2,938
+290
+11% +$162K 0.16% 103
2024
Q3 		$1.31M Buy
2,648
+10
+0.4% +$4.89K 0.13% 114
2024
Q2 		$1.19M Buy
2,638
+112
+4% +$49.1K 0.12% 121
2024
Q1 		$1.05M Sell
2,526
-8
-0.3% -$3.1K 0.11% 124
2023
Q4 		$977K Sell
2,534
-541
-18% -$181K 0.11% 124
2023
Q3 		$995K Sell
3,075
-25
-0.8% -$8.35K 0.13% 114
2023
Q2 		$1,000K Sell
3,100
-486
-14% -$160K 0.12% 117
2023
Q1 		$1.17M Sell
3,586
-260
-7% -$90.5K 0.16% 106
2022
Q4 		$1.32M Buy
3,846
+346
+10% +$120K 0.2% 96
2022
Q3 		$1.03M Sell
3,500
-793
-18% -$257K 0.17% 102
2022
Q2 		$1.27M Sell
4,293
-1,789
-29% -$557K 0.21% 96
2022
Q1 		$2.01M Buy
6,082
+2,530
+71% +$894K 0.29% 82
2021
Q4 		$1.36M Buy
3,552
+1,029
+41% +$407K 0.22% 98
2021
Q3 		$954K Sell
2,523
-50
-2% -$19.5K 0.22% 101
2021
Q2 		$976K Sell
2,573
-62
-2% -$22.2K 0.23% 98
2021
Q1 		$862K Sell
2,635
-908
-26% -$283K 0.24% 89
2020
Q4 		$934K Buy
3,543
+233
+7% +$51.9K 0.28% 83
2020
Q3 		$665K Buy
3,310
+1,100
+50% +$224K 0.23% 98
2020
Q2 		$437K Hold
2,210
– – 0.16% 116
2020
Q1 		$342K Buy
2,210
+1,075
+95% +$228K 0.17% 110
2019
Q4 		$261K Hold
1,135
– – 0.1% 158
2019
Q3 		$235K Hold
1,135
– – 0.1% 156
2019
Q2 		$232K Hold
1,135
– – 0.1% 166
2019
Q1 		$218K Buy
+1,135
New +$219K 0.1% 170

Other funds holding GS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's GS Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its Goldman Sachs (GS) stake by 7.2% in Q1 2026, selling an estimated $211K and leaving 3,022 shares worth $2.56M. The position accounts for 0.17% of the portfolio, ranked #104.

Pinnacle Wealth Management Advisory Group first reported a position in GS in Q1 2019 and has held it in 29 quarters since. The position peaked at $2.86M in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Pinnacle Wealth Management Advisory Group held 3,022 shares of Goldman Sachs worth $2.56M as of Q1 2026.
  • Pinnacle Wealth Management Advisory Group sold 236 Goldman Sachs shares in Q1 2026, an estimated $211K.
  • Goldman Sachs made up 0.17% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #104 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in Goldman Sachs in Q1 2019 and has held it in 29 quarters since.
  • Pinnacle Wealth Management Advisory Group's Goldman Sachs position peaked at $2.86M in Q4 2025.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.