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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
Q2 		$342K Buy
87,951
+61,771
+236% +$284K 0.03% 327
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 $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its LG Display (LPL) stake by 236% in Q2 2026, buying an estimated $284K and bringing the position to 87,951 shares worth $342K. The position accounts for 0.03% of the portfolio, ranked #327.

Pinnacle Wealth Planning Services first reported a position in LPL in Q1 2020 and has held it in 24 quarters since. 191 funds tracked by Wall St. Rank hold LPL as of Q2 2026.

  • Pinnacle Wealth Planning Services held 87,951 shares of LG Display worth $342K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 61,771 LG Display shares in Q2 2026, an estimated $284K.
  • LG Display made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #327 holding.
  • Pinnacle Wealth Planning Services first reported a position in LG Display in Q1 2020 and has held it in 24 quarters since.
  • 191 funds tracked by Wall St. Rank held LG Display as of Q2 2026.

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