Pinnacle Wealth Planning Services’s LXP Industrial Trust LXP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$68.7K	Buy	1,275 +26	+2%	+$1.34K	0.01%	1078
2026 Q1	$57.8K	Buy	1,249 +48	+4%	+$2.35K	0.01%	1116
2025 Q4	$59.5K	Buy	+1,201	New	+$57.6K	0.01%	1085
2021 Q1	–	Sell	-111	Closed	-$6K	–	1264
2020 Q4	$6K	Buy	+111	New	+$5.85K	﹤0.01%	1593

Other funds holding LXP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its LXP Industrial Trust (LXP) stake by 2.1% in Q2 2026, buying an estimated $1.34K and bringing the position to 1,275 shares worth $68.7K. The position accounts for 0.01% of the portfolio, ranked #1078.

Pinnacle Wealth Planning Services first reported a position in LXP in Q4 2020 and has held it in 4 quarters since. 315 funds tracked by Wall St. Rank hold LXP as of Q2 2026.

Pinnacle Wealth Planning Services held 1,275 shares of LXP Industrial Trust worth $68.7K as of Q2 2026.
Pinnacle Wealth Planning Services bought 26 LXP Industrial Trust shares in Q2 2026, an estimated $1.34K.
LXP Industrial Trust made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1078 holding.
Pinnacle Wealth Planning Services first reported a position in LXP Industrial Trust in Q4 2020 and has held it in 4 quarters since.
315 funds tracked by Wall St. Rank held LXP Industrial Trust as of Q2 2026.

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