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Pinnacle Wealth Planning Services’s Pulmonx LUNG Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio LUNG Stock Details LUNG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-695
Closed -$1.54K – 2811
2025
Q4 		$1.54K Buy
+695
New +$1.31K ﹤0.01% 2532

Other funds holding LUNG

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ECM
ExodusPoint Capital Management New York $15.5B AUM 38.81% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of Pulmonx (LUNG) in Q1 2026, closing a stake of 695 shares — an estimated $1.54K sold.

Pinnacle Wealth Planning Services first reported a position in LUNG in Q4 2025 and held it in 1 quarter. The position peaked at $1.54K in Q4 2025. 114 funds tracked by Wall St. Rank hold LUNG as of Q1 2026.

  • Pinnacle Wealth Planning Services reported no remaining Pulmonx position as of Q1 2026 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 695 Pulmonx shares in Q1 2026, an estimated $1.54K.
  • Pinnacle Wealth Planning Services first reported a position in Pulmonx in Q4 2025 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Pulmonx position peaked at $1.54K in Q4 2025.
  • 114 funds tracked by Wall St. Rank held Pulmonx as of Q1 2026.

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