Pinnacle Wealth Planning Services’s Prologis PLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $611K | Buy |
4,620
+287
| +7% | +$38.4K | 0.06% | 182 |
|
|
2025
Q4 | $553K | Buy |
4,333
+442
| +11% | +$55.1K | 0.06% | 196 |
|
|
2025
Q3 | $446K | Sell |
3,891
-214
| -5% | -$23.5K | 0.05% | 237 |
|
|
2025
Q2 | $432K | Sell |
4,105
-909
| -18% | -$95.3K | 0.06% | 224 |
|
|
2025
Q1 | $561K | Buy |
5,014
+1,239
| +33% | +$143K | 0.08% | 146 |
|
|
2024
Q4 | $399K | Sell |
3,775
-2,930
| -44% | -$337K | 0.06% | 192 |
|
|
2024
Q3 | $847K | Sell |
6,705
-158
| -2% | -$19.6K | 0.12% | 115 |
|
|
2024
Q2 | $771K | Buy |
6,863
+267
| +4% | +$29.6K | 0.11% | 117 |
|
|
2024
Q1 | $859K | Buy |
6,596
+134
| +2% | +$17.5K | 0.13% | 111 |
|
|
2023
Q4 | $861K | Sell |
6,462
-1,113
| -15% | -$126K | 0.14% | 104 |
|
|
2023
Q3 | $850K | Sell |
7,575
-54
| -0.7% | -$6.61K | 0.14% | 96 |
|
|
2023
Q2 | $936K | Sell |
7,629
-381
| -5% | -$46.9K | 0.15% | 94 |
|
|
2023
Q1 | $999K | Buy |
8,010
+2,018
| +34% | +$248K | 0.17% | 97 |
|
|
2022
Q4 | $675K | Sell |
5,992
-197
| -3% | -$21.8K | 0.12% | 118 |
|
|
2022
Q3 | $628K | Sell |
6,189
-490
| -7% | -$60.8K | 0.12% | 113 |
|
|
2022
Q2 | $786K | Buy |
6,679
+421
| +7% | +$58.2K | 0.14% | 104 |
|
|
2022
Q1 | $1.01M | Buy |
6,258
+463
| +8% | +$70.7K | 0.18% | 89 |
|
|
2021
Q4 | $976K | Buy |
5,795
+318
| +6% | +$47.5K | 0.19% | 81 |
|
|
2021
Q3 | $687K | Buy |
5,477
+8
| +0.1% | +$1.04K | 0.15% | 103 |
|
|
2021
Q2 | $654K | Sell |
5,469
-27
| -0.5% | -$3.16K | 0.15% | 108 |
|
|
2021
Q1 | $583K | Buy |
5,496
+409
| +8% | +$41.7K | 0.15% | 106 |
|
|
2020
Q4 | $507K | Buy |
5,087
+338
| +7% | +$34.2K | 0.12% | 113 |
|
|
2020
Q3 | $478K | Sell |
4,749
-146
| -3% | -$14.6K | 0.16% | 105 |
|
|
2020
Q2 | $457K | Sell |
4,895
-264
| -5% | -$23.6K | 0.15% | 113 |
|
|
2020
Q1 | $414K | Buy |
5,159
+819
| +19% | +$71.5K | 0.2% | 102 |
|
|
2019
Q4 | $386K | Buy |
4,340
+105
| +2% | +$9.31K | 0.18% | 120 |
|
|
2019
Q3 | $360K | Buy |
4,235
+631
| +18% | +$52.2K | 0.2% | 101 |
|
|
2019
Q2 | $289K | Buy |
3,604
+350
| +11% | +$26.6K | 0.17% | 121 |
|
|
2019
Q1 | $234K | Buy |
+3,254
| New | +$222K | 0.16% | 130 |
|
|
2018
Q4 | – | Sell |
-3,745
| Closed | -$254K | – | 180 |
|
|
2018
Q3 | $254K | Sell |
3,745
-1,635
| -30% | -$107K | 0.23% | 135 |
|
|
2018
Q2 | $354K | Buy |
5,380
+1,922
| +56% | +$124K | 0.34% | 99 |
|
|
2018
Q1 | $218K | Buy |
+3,458
| New | +$215K | 0.22% | 150 |
|
Other funds holding PLD
VCM
VPM
AAMU
Pinnacle Wealth Planning Services's PLD Position: Q1 2026 in Review
Pinnacle Wealth Planning Services increased its Prologis (PLD) stake by 6.6% in Q1 2026, buying an estimated $38.4K and bringing the position to 4,620 shares worth $611K. The position accounts for 0.06% of the portfolio, ranked #182.
Pinnacle Wealth Planning Services first reported a position in PLD in Q1 2018 and has held it in 32 quarters since. The position peaked at $1.01M in Q1 2022. 1,664 funds tracked by Wall St. Rank hold PLD as of Q1 2026.
- Pinnacle Wealth Planning Services held 4,620 shares of Prologis worth $611K as of Q1 2026.
- Pinnacle Wealth Planning Services bought 287 Prologis shares in Q1 2026, an estimated $38.4K.
- Prologis made up 0.06% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #182 holding.
- Pinnacle Wealth Planning Services first reported a position in Prologis in Q1 2018 and has held it in 32 quarters since.
- Pinnacle Wealth Planning Services's Prologis position peaked at $1.01M in Q1 2022.
- 1,664 funds tracked by Wall St. Rank held Prologis as of Q1 2026.
Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.