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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
Q2 		$45.1K Sell
426
-8
-2% -$880 ﹤0.01% 1348
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 $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Pinnacle Wealth Planning Services reduced its LCI Industries (LCII) stake by 1.8% in Q2 2026, selling an estimated $880 and leaving 426 shares worth $45.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1348.

Pinnacle Wealth Planning Services first reported a position in LCII in Q4 2020 and has held it in 4 quarters since. The position peaked at $53.4K in Q1 2026. 359 funds tracked by Wall St. Rank hold LCII as of Q2 2026.

  • Pinnacle Wealth Planning Services held 426 shares of LCI Industries worth $45.1K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 8 LCI Industries shares in Q2 2026, an estimated $880.
  • LCI Industries made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1348 holding.
  • Pinnacle Wealth Planning Services first reported a position in LCI Industries in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's LCI Industries position peaked at $53.4K in Q1 2026.
  • 359 funds tracked by Wall St. Rank held LCI Industries as of Q2 2026.

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