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Pinnacle Wealth Planning Services’s LCI Industries LCII Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio LCII Stock Details LCII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$53.4K Buy
434
+11
+3% +$1.5K 0.01% 1165
2025
Q4 		$51.3K Buy
+423
New +$45K 0.01% 1179
2021
Q1 		– Sell
-214
Closed -$28K – 1220
2020
Q4 		$28K Buy
+214
New +$26.3K 0.01% 1022

Other funds holding LCII

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its LCI Industries (LCII) stake by 2.6% in Q1 2026, buying an estimated $1.5K and bringing the position to 434 shares worth $53.4K. The position accounts for 0.01% of the portfolio, ranked #1165.

Pinnacle Wealth Planning Services first reported a position in LCII in Q4 2020 and has held it in 3 quarters since. 348 funds tracked by Wall St. Rank hold LCII as of Q1 2026.

  • Pinnacle Wealth Planning Services held 434 shares of LCI Industries worth $53.4K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 11 LCI Industries shares in Q1 2026, an estimated $1.5K.
  • LCI Industries made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1165 holding.
  • Pinnacle Wealth Planning Services first reported a position in LCI Industries in Q4 2020 and has held it in 3 quarters since.
  • 348 funds tracked by Wall St. Rank held LCI Industries as of Q1 2026.

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