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Pinnacle Wealth Planning Services’s Alarm.com ALRM Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio ALRM Stock Details ALRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$39.6K Sell
847
-125
-13% -$5.6K ﹤0.01% 1439
2026
Q1 		$42K Buy
972
+834
+604% +$39.8K ﹤0.01% 1294
2025
Q4 		$7.04K Buy
+138
New +$7.04K ﹤0.01% 2164
2021
Q1 		– Sell
-73
Closed -$8K – 406
2020
Q4 		$8K Buy
+73
New +$5.3K ﹤0.01% 1453

Other funds holding ALRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Pinnacle Wealth Planning Services's ALRM Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Alarm.com (ALRM) stake by 13% in Q2 2026, selling an estimated $5.6K and leaving 847 shares worth $39.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1439.

Pinnacle Wealth Planning Services first reported a position in ALRM in Q4 2020 and has held it in 4 quarters since. The position peaked at $42K in Q1 2026. 315 funds tracked by Wall St. Rank hold ALRM as of Q2 2026.

  • Pinnacle Wealth Planning Services held 847 shares of Alarm.com worth $39.6K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 125 Alarm.com shares in Q2 2026, an estimated $5.6K.
  • Alarm.com made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1439 holding.
  • Pinnacle Wealth Planning Services first reported a position in Alarm.com in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Alarm.com position peaked at $42K in Q1 2026.
  • 315 funds tracked by Wall St. Rank held Alarm.com as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.