Pinnacle Wealth Planning Services’s Lifecore Biomedical LFCR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$27.4K	Hold	7,355	–	–	﹤0.01%	1529
2025 Q4	$60.2K	Buy	+7,355	New	+$54.4K	0.01%	1076
2024 Q4	–	Sell	-14,697	Closed	-$72.5K	–	490
2024 Q3	$72.5K	Sell	14,697 -789	-5%	-$4.12K	0.01%	514
2024 Q2	$79.4K	Hold	15,486	–	–	0.01%	490
2024 Q1	$82.2K	Sell	15,486 -2,254	-13%	-$16.1K	0.01%	488
2023 Q4	$110K	Sell	17,740 -1,131	-6%	-$7.85K	0.02%	455
2023 Q3	$142K	Hold	18,871	–	–	0.02%	384
2023 Q2	$182K	Sell	18,871 -154	-0.8%	-$940	0.03%	394
2023 Q1	$71.8K	Buy	+19,025	New	+$106K	0.01%	452

Other funds holding LFCR

22NW LP Seattle, Washington $146M AUM 29.83% 1-Year Est. Return

Wynnefield Capital New York $148M AUM 32.71% 1-Year Est. Return

Legion Partners Asset Management Los Angeles, California $138M AUM 53.69% 1-Year Est. Return

Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 1-Year Est. Return

325 Capital New York $274M AUM 49.96% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Grizzlyrock Capital Chicago, Illinois $126M AUM 11.88% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return