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
Q2 		$101K Sell
1,275
-5
-0.4% -$343 0.01% 864
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 $39.2B AUM 21.04% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Pinnacle Wealth Planning Services reduced its LandBridge Co (LB) stake by 0.39% in Q2 2026, selling an estimated $343 and leaving 1,275 shares worth $101K. The position accounts for 0.01% of the portfolio, ranked #864.

Pinnacle Wealth Planning Services first reported a position in LB in Q4 2025 and has held it in 3 quarters since. 193 funds tracked by Wall St. Rank hold LB as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,275 shares of LandBridge Co worth $101K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 5 LandBridge Co shares in Q2 2026, an estimated $343.
  • LandBridge Co made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #864 holding.
  • Pinnacle Wealth Planning Services first reported a position in LandBridge Co in Q4 2025 and has held it in 3 quarters since.
  • 193 funds tracked by Wall St. Rank held LandBridge Co as of Q2 2026.

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