Pinnacle Wealth Planning Services’s Jones Lang LaSalle JLL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.5K	Buy	37 +15	+68%	+$4.66K	﹤0.01%	2015
2026 Q1	$6.7K	Buy	22 +5	+29%	+$1.61K	﹤0.01%	2164
2025 Q4	$5.72K	Buy	+17	New	+$5.33K	﹤0.01%	2239
2021 Q1	–	Sell	-3	Closed	–	–	1167
2020 Q4	$0	Buy	+3	New	+$385	﹤0.01%	2280
2018 Q2	–	Sell	-1,198	Closed	-$209K	–	185
2018 Q1	$209K	Buy	+1,198	New	+$192K	0.22%	157

Other funds holding JLL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its Jones Lang LaSalle (JLL) stake by 68% in Q2 2026, buying an estimated $4.66K and bringing the position to 37 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2015.

Pinnacle Wealth Planning Services first reported a position in JLL in Q1 2018 and has held it in 5 quarters since. The position peaked at $209K in Q1 2018. 664 funds tracked by Wall St. Rank hold JLL as of Q2 2026.

Pinnacle Wealth Planning Services held 37 shares of Jones Lang LaSalle worth $11.5K as of Q2 2026.
Pinnacle Wealth Planning Services bought 15 Jones Lang LaSalle shares in Q2 2026, an estimated $4.66K.
Jones Lang LaSalle made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2015 holding.
Pinnacle Wealth Planning Services first reported a position in Jones Lang LaSalle in Q1 2018 and has held it in 5 quarters since.
Pinnacle Wealth Planning Services's Jones Lang LaSalle position peaked at $209K in Q1 2018.
664 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q2 2026.

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