PWPS
ALK icon

Pinnacle Wealth Planning Services’s Alaska Air ALK Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio ALK Stock Details ALK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.36K Buy
200
+18
+10% +$868 ﹤0.01% 2133
2025
Q4 		$9.15K Buy
+182
New +$8.41K ﹤0.01% 2044
2021
Q2 		– Sell
-2,936
Closed -$203K – 361
2021
Q1 		$203K Sell
2,936
-17
-0.6% -$1.02K 0.05% 303
2020
Q4 		$153K Buy
+2,953
New +$133K 0.04% 339

Other funds holding ALK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Pinnacle Wealth Planning Services's ALK Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Alaska Air (ALK) stake by 9.9% in Q1 2026, buying an estimated $868 and bringing the position to 200 shares worth $7.36K. The position accounts for ﹤0.01% of the portfolio, ranked #2133.

Pinnacle Wealth Planning Services first reported a position in ALK in Q4 2020 and has held it in 4 quarters since. The position peaked at $203K in Q1 2021. 449 funds tracked by Wall St. Rank hold ALK as of Q1 2026.

  • Pinnacle Wealth Planning Services held 200 shares of Alaska Air worth $7.36K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 18 Alaska Air shares in Q1 2026, an estimated $868.
  • Alaska Air made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2133 holding.
  • Pinnacle Wealth Planning Services first reported a position in Alaska Air in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Alaska Air position peaked at $203K in Q1 2021.
  • 449 funds tracked by Wall St. Rank held Alaska Air as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.