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DJT icon

Pinnacle Wealth Planning Services’s Trump Media & Technology Group DJT Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio DJT Stock Details DJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$45K Buy
4,849
+38
+0.8% +$436 ﹤0.01% 1261
2025
Q4 		$63.7K Buy
+4,811
New +$65.6K 0.01% 1040
2024
Q2 		– Sell
-4,811
Closed -$298K – 553
2024
Q1 		$298K Buy
+4,811
New +$187K 0.04% 297
2022
Q2 		– Sell
-6,211
Closed -$401K – 488
2022
Q1 		$401K Buy
+6,211
New +$467K 0.07% 204

Other funds holding DJT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
YAG
Yorkville Advisors Global Mountainside, New Jersey $155M AUM 58.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $2.29B AUM 370.24% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its Trump Media & Technology Group (DJT) stake by 0.79% in Q1 2026, buying an estimated $436 and bringing the position to 4,849 shares worth $45K. The position accounts for ﹤0.01% of the portfolio, ranked #1261.

Pinnacle Wealth Planning Services first reported a position in DJT in Q1 2022 and has held it in 4 quarters since. The position peaked at $401K in Q1 2022. 328 funds tracked by Wall St. Rank hold DJT as of Q1 2026.

  • Pinnacle Wealth Planning Services held 4,849 shares of Trump Media & Technology Group worth $45K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 38 Trump Media & Technology Group shares in Q1 2026, an estimated $436.
  • Trump Media & Technology Group made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1261 holding.
  • Pinnacle Wealth Planning Services first reported a position in Trump Media & Technology Group in Q1 2022 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Trump Media & Technology Group position peaked at $401K in Q1 2022.
  • 328 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q1 2026.

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