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Pinnacle Wealth Planning Services’s Lyft LYFT Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio LYFT Stock Details LYFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$210K Buy
15,826
+7,507
+90% +$116K 0.02% 460
2025
Q4 		$161K Buy
+8,319
New +$173K 0.02% 552
2021
Q1 		– Sell
-15
Closed -$1K – 1265
2020
Q4 		$1K Buy
+15
New +$546 ﹤0.01% 2133

Other funds holding LYFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its Lyft (LYFT) stake by 90% in Q1 2026, buying an estimated $116K and bringing the position to 15,826 shares worth $210K. The position accounts for 0.02% of the portfolio, ranked #460.

Pinnacle Wealth Planning Services first reported a position in LYFT in Q4 2020 and has held it in 3 quarters since. 523 funds tracked by Wall St. Rank hold LYFT as of Q1 2026.

  • Pinnacle Wealth Planning Services held 15,826 shares of Lyft worth $210K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 7,507 Lyft shares in Q1 2026, an estimated $116K.
  • Lyft made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #460 holding.
  • Pinnacle Wealth Planning Services first reported a position in Lyft in Q4 2020 and has held it in 3 quarters since.
  • 523 funds tracked by Wall St. Rank held Lyft as of Q1 2026.

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