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Pinnacle Wealth Planning Services’s Sprouts Farmers Market SFM Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio SFM Stock Details SFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$84.2K Sell
1,092
-1,028
-48% -$76.7K 0.01% 885
2025
Q4 		$169K Sell
2,120
-1,860
-47% -$167K 0.02% 533
2025
Q3 		$433K Sell
3,980
-743
-16% -$108K 0.05% 243
2025
Q2 		$778K Sell
4,723
-12
-0.3% -$1.96K 0.1% 121
2025
Q1 		$723K Buy
4,735
+5
+0.1% +$746 0.11% 113
2024
Q4 		$601K Sell
4,730
-3,825
-45% -$508K 0.09% 135
2024
Q3 		$945K Buy
8,555
+1,212
+17% +$116K 0.13% 102
2024
Q2 		$614K Sell
7,343
-803
-10% -$58.5K 0.09% 145
2024
Q1 		$525K Buy
8,146
+84
+1% +$4.68K 0.08% 178
2023
Q4 		$388K Sell
8,062
-16
-0.2% -$700 0.06% 212
2023
Q3 		$346K Sell
8,078
-1,772
-18% -$69.5K 0.06% 222
2023
Q2 		$362K Sell
9,850
-214
-2% -$7.47K 0.06% 226
2023
Q1 		$353K Sell
10,064
-423
-4% -$13.7K 0.06% 237
2022
Q4 		$339K Buy
10,487
+16
+0.2% +$498 0.06% 238
2022
Q3 		$291K Buy
10,471
+156
+2% +$4.43K 0.05% 246
2022
Q2 		$261K Sell
10,315
-637
-6% -$17.7K 0.05% 275
2022
Q1 		$350K Buy
10,952
+477
+5% +$14.3K 0.06% 242
2021
Q4 		$311K Buy
+10,475
New +$262K 0.06% 257
2021
Q1 		– Sell
-10
Closed – – 1662
2020
Q4 		$0 Buy
+10
New +$205 ﹤0.01% 2305

Other funds holding SFM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Pinnacle Wealth Planning Services reduced its Sprouts Farmers Market (SFM) stake by 48% in Q1 2026, selling an estimated $76.7K and leaving 1,092 shares worth $84.2K. The position accounts for 0.01% of the portfolio, ranked #885.

Pinnacle Wealth Planning Services first reported a position in SFM in Q4 2020 and has held it in 19 quarters since. The position peaked at $945K in Q3 2024. 634 funds tracked by Wall St. Rank hold SFM as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,092 shares of Sprouts Farmers Market worth $84.2K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 1,028 Sprouts Farmers Market shares in Q1 2026, an estimated $76.7K.
  • Sprouts Farmers Market made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #885 holding.
  • Pinnacle Wealth Planning Services first reported a position in Sprouts Farmers Market in Q4 2020 and has held it in 19 quarters since.
  • Pinnacle Wealth Planning Services's Sprouts Farmers Market position peaked at $945K in Q3 2024.
  • 634 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q1 2026.

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