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Pinnacle Wealth Planning Services’s LG Display LPL Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio LPL Stock Details LPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$102K Buy
26,180
+8,137
+45% +$34.4K 0.01% 791
2025
Q4 		$76K Buy
18,043
+913
+5% +$4.26K 0.01% 940
2025
Q3 		$89.4K Buy
17,130
+612
+4% +$2.54K 0.01% 472
2025
Q2 		$56.5K Buy
+16,518
New +$51K 0.01% 449
2024
Q4 		– Sell
-23,032
Closed -$93.3K – 492
2024
Q3 		$93.3K Sell
23,032
-528
-2% -$2.19K 0.01% 509
2024
Q2 		$97.1K Sell
23,560
-15,015
-39% -$58K 0.01% 486
2024
Q1 		$158K Buy
38,575
+19,386
+101% +$86.8K 0.02% 451
2023
Q4 		$92.5K Buy
19,189
+3,195
+20% +$15.2K 0.01% 461
2023
Q3 		$78.1K Sell
15,994
-207
-1% -$1.09K 0.01% 430
2023
Q2 		$98.2K Buy
16,201
+65
+0.4% +$396 0.02% 433
2023
Q1 		$103K Sell
16,136
-90
-0.6% -$511 0.02% 437
2022
Q4 		$80.5K Sell
16,226
-21,398
-57% -$109K 0.01% 410
2022
Q3 		$154K Sell
37,624
-4,459
-11% -$25.1K 0.03% 342
2022
Q2 		$235K Buy
42,083
+20,445
+94% +$139K 0.04% 302
2022
Q1 		$179K Buy
21,638
+1,420
+7% +$12.1K 0.03% 382
2021
Q4 		$204K Buy
20,218
+1,477
+8% +$12.7K 0.04% 364
2021
Q3 		$149K Sell
18,741
-166
-0.9% -$1.53K 0.03% 342
2021
Q2 		$202K Buy
18,907
+166
+0.9% +$1.77K 0.05% 318
2021
Q1 		$187K Buy
18,741
+324
+2% +$3.23K 0.05% 308
2020
Q4 		$155K Hold
18,417
– – 0.04% 337
2020
Q3 		$120K Buy
18,417
+336
+2% +$1.98K 0.04% 256
2020
Q2 		$87K Sell
18,081
-1,631
-8% -$7.44K 0.03% 257
2020
Q1 		$87K Buy
+19,712
New +$118K 0.04% 220

Other funds holding LPL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its LG Display (LPL) stake by 45% in Q1 2026, buying an estimated $34.4K and bringing the position to 26,180 shares worth $102K. The position accounts for 0.01% of the portfolio, ranked #791.

Pinnacle Wealth Planning Services first reported a position in LPL in Q1 2020 and has held it in 23 quarters since. The position peaked at $235K in Q2 2022. 158 funds tracked by Wall St. Rank hold LPL as of Q1 2026.

  • Pinnacle Wealth Planning Services held 26,180 shares of LG Display worth $102K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 8,137 LG Display shares in Q1 2026, an estimated $34.4K.
  • LG Display made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #791 holding.
  • Pinnacle Wealth Planning Services first reported a position in LG Display in Q1 2020 and has held it in 23 quarters since.
  • Pinnacle Wealth Planning Services's LG Display position peaked at $235K in Q2 2022.
  • 158 funds tracked by Wall St. Rank held LG Display as of Q1 2026.

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