PWPS
LYFT icon

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
Q2 		$117K Sell
7,982
-7,844
-50% -$110K 0.01% 787
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

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Pinnacle Wealth Planning Services reduced its Lyft (LYFT) stake by 50% in Q2 2026, selling an estimated $110K and leaving 7,982 shares worth $117K. The position accounts for 0.01% of the portfolio, ranked #787.

Pinnacle Wealth Planning Services first reported a position in LYFT in Q4 2020 and has held it in 4 quarters since. The position peaked at $210K in Q1 2026. 528 funds tracked by Wall St. Rank hold LYFT as of Q2 2026.

  • Pinnacle Wealth Planning Services held 7,982 shares of Lyft worth $117K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 7,844 Lyft shares in Q2 2026, an estimated $110K.
  • Lyft made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #787 holding.
  • Pinnacle Wealth Planning Services first reported a position in Lyft in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Lyft position peaked at $210K in Q1 2026.
  • 528 funds tracked by Wall St. Rank held Lyft as of Q2 2026.

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