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Pinnacle Wealth Planning Services’s Idexx Laboratories IDXX Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio IDXX Stock Details IDXX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$285K Buy
508
+2
+0.4% +$1.28K 0.03% 354
2025
Q4 		$342K Sell
506
-3
-0.6% -$2.04K 0.04% 287
2025
Q3 		$325K Hold
509
– – 0.04% 294
2025
Q2 		$273K Buy
+509
New +$243K 0.04% 327
2024
Q4 		– Sell
-498
Closed -$251K – 472
2024
Q3 		$251K Buy
498
+1
+0.2% +$486 0.03% 362
2024
Q2 		$242K Sell
497
-1
-0.2% -$502 0.03% 356
2024
Q1 		$269K Hold
498
– – 0.04% 330
2023
Q4 		$276K Sell
498
-9
-2% -$4.22K 0.04% 292
2023
Q3 		$221K Sell
507
-1
-0.2% -$499 0.04% 339
2023
Q2 		$255K Buy
508
+1
+0.2% +$479 0.04% 302
2023
Q1 		$253K Hold
507
– – 0.04% 308
2022
Q4 		$207K Buy
+507
New +$197K 0.04% 368
2022
Q2 		– Sell
-433
Closed -$237K – 446
2022
Q1 		$237K Buy
433
+44
+11% +$23.1K 0.04% 330
2021
Q4 		$256K Buy
389
+36
+10% +$22.6K 0.05% 291
2021
Q3 		$219K Sell
353
-1
-0.3% -$672 0.05% 313
2021
Q2 		$223K Buy
+354
New +$195K 0.05% 297
2021
Q1 		– Sell
-300
Closed -$149K – 1097
2020
Q4 		$149K Buy
+300
New +$134K 0.04% 345

Other funds holding IDXX

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its Idexx Laboratories (IDXX) stake by 0.4% in Q1 2026, buying an estimated $1.28K and bringing the position to 508 shares worth $285K. The position accounts for 0.03% of the portfolio, ranked #354.

Pinnacle Wealth Planning Services first reported a position in IDXX in Q4 2020 and has held it in 17 quarters since. The position peaked at $342K in Q4 2025. 1,311 funds tracked by Wall St. Rank hold IDXX as of Q1 2026.

  • Pinnacle Wealth Planning Services held 508 shares of Idexx Laboratories worth $285K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 2 Idexx Laboratories shares in Q1 2026, an estimated $1.28K.
  • Idexx Laboratories made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #354 holding.
  • Pinnacle Wealth Planning Services first reported a position in Idexx Laboratories in Q4 2020 and has held it in 17 quarters since.
  • Pinnacle Wealth Planning Services's Idexx Laboratories position peaked at $342K in Q4 2025.
  • 1,311 funds tracked by Wall St. Rank held Idexx Laboratories as of Q1 2026.

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