PWPS
LB

Pinnacle Wealth Planning Services’s LandBridge Co LB Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio LB Stock Details LB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$88.4K Buy
1,280
+291
+29% +$18.5K 0.01% 865
2025
Q4 		$48.5K Buy
+989
New +$57.5K 0.01% 1218

Other funds holding LB

First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its LandBridge Co (LB) stake by 29% in Q1 2026, buying an estimated $18.5K and bringing the position to 1,280 shares worth $88.4K. The position accounts for 0.01% of the portfolio, ranked #865.

Pinnacle Wealth Planning Services first reported a position in LB in Q4 2025 and has held it in 2 quarters since. 187 funds tracked by Wall St. Rank hold LB as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,280 shares of LandBridge Co worth $88.4K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 291 LandBridge Co shares in Q1 2026, an estimated $18.5K.
  • LandBridge Co made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #865 holding.
  • Pinnacle Wealth Planning Services first reported a position in LandBridge Co in Q4 2025 and has held it in 2 quarters since.
  • 187 funds tracked by Wall St. Rank held LandBridge Co as of Q1 2026.

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