Pinnacle Wealth Planning Services’s Ionis Pharmaceuticals IONS Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio IONS Stock Details IONS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$316K	Buy	4,213 +349	+9%	+$27.5K	0.03%	321
2025 Q4	$306K	Sell	3,864 -1,249	-24%	-$94K	0.03%	314
2025 Q3	$334K	Sell	5,113 -171	-3%	-$8.35K	0.04%	288
2025 Q2	$209K	Buy	+5,284	New	+$173K	0.03%	416
2021 Q1	–	Sell	-25	Closed	-$1K	–	1122
2020 Q4	$1K	Buy	+25	New	+$1.25K	﹤0.01%	2128

Other funds holding IONS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its Ionis Pharmaceuticals (IONS) stake by 9% in Q1 2026, buying an estimated $27.5K and bringing the position to 4,213 shares worth $316K. The position accounts for 0.03% of the portfolio, ranked #321.

Pinnacle Wealth Planning Services first reported a position in IONS in Q4 2020 and has held it in 5 quarters since. The position peaked at $334K in Q3 2025. 493 funds tracked by Wall St. Rank hold IONS as of Q1 2026.

Pinnacle Wealth Planning Services held 4,213 shares of Ionis Pharmaceuticals worth $316K as of Q1 2026.
Pinnacle Wealth Planning Services bought 349 Ionis Pharmaceuticals shares in Q1 2026, an estimated $27.5K.
Ionis Pharmaceuticals made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #321 holding.
Pinnacle Wealth Planning Services first reported a position in Ionis Pharmaceuticals in Q4 2020 and has held it in 5 quarters since.
Pinnacle Wealth Planning Services's Ionis Pharmaceuticals position peaked at $334K in Q3 2025.
493 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q1 2026.

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