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Pinnacle Wealth Planning Services’s Cemex CX Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio CX Stock Details CX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$177K Hold
14,714
– – 0.02% 577
2026
Q1 		$168K Hold
14,714
– – 0.02% 542
2025
Q4 		$169K Hold
14,714
– – 0.02% 532
2025
Q3 		$132K Hold
14,714
– – 0.02% 462
2025
Q2 		$102K Hold
14,714
– – 0.01% 440
2025
Q1 		$82.5K Hold
14,714
– – 0.01% 387
2024
Q4 		$83K Sell
14,714
-5,871
-29% -$33.4K 0.01% 377
2024
Q3 		$126K Hold
20,585
– – 0.02% 492
2024
Q2 		$132K Hold
20,585
– – 0.02% 462
2024
Q1 		$185K Hold
20,585
– – 0.03% 439
2023
Q4 		$160K Hold
20,585
– – 0.03% 426
2023
Q3 		$134K Sell
20,585
-1
-0% -$7 0.02% 394
2023
Q2 		$146K Buy
20,586
+1
+0% +$6 0.02% 405
2023
Q1 		$114K Hold
20,585
– – 0.02% 428
2022
Q4 		$83.4K Sell
20,585
-625
-3% -$2.5K 0.01% 407
2022
Q3 		$73K Buy
21,210
+528
+3% +$2.09K 0.01% 382
2022
Q2 		$81K Buy
20,682
+153
+0.7% +$656 0.01% 392
2022
Q1 		$109K Sell
20,529
-65
-0.3% -$368 0.02% 398
2021
Q4 		$140K Buy
20,594
+165
+0.8% +$1.07K 0.03% 384
2021
Q3 		$146K Buy
20,429
+96
+0.5% +$758 0.03% 343
2021
Q2 		$171K Hold
20,333
– – 0.04% 328
2021
Q1 		$142K Hold
20,333
– – 0.04% 316
2020
Q4 		$105K Sell
20,333
-226
-1% -$1.04K 0.03% 450
2020
Q3 		$78K Sell
20,559
-591
-3% -$1.93K 0.03% 265
2020
Q2 		$61K Buy
+21,150
New +$49.6K 0.02% 263
2020
Q1 		– Sell
-11,036
Closed -$41K – 245
2019
Q4 		$41K Sell
11,036
-1,136
-9% -$4.33K 0.02% 243
2019
Q3 		$47K Buy
+12,172
New +$44.6K 0.03% 202

Other funds holding CX

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
PC
PointState Capital New York $7.82B AUM 43.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Pinnacle Wealth Planning Services held its Cemex (CX) position steady in Q2 2026 at 14,714 shares worth $177K. The position accounts for 0.02% of the portfolio, ranked #577.

Pinnacle Wealth Planning Services first reported a position in CX in Q3 2019 and has held it in 27 quarters since. The position peaked at $185K in Q1 2024. 320 funds tracked by Wall St. Rank hold CX as of Q2 2026.

  • Pinnacle Wealth Planning Services held 14,714 shares of Cemex worth $177K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Cemex share count unchanged in Q2 2026.
  • Cemex made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #577 holding.
  • Pinnacle Wealth Planning Services first reported a position in Cemex in Q3 2019 and has held it in 27 quarters since.
  • Pinnacle Wealth Planning Services's Cemex position peaked at $185K in Q1 2024.
  • 320 funds tracked by Wall St. Rank held Cemex as of Q2 2026.

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