Pinnacle Wealth Management Advisory Group, LLC

SEC CIK: 0001631864
Latest filing: Aug 5, 2026

SEC filings (opens in a new tab)

MS holding history

Morgan Stanley in every 13F filed by Pinnacle Wealth Management Advisory Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MS overview All 13F holders of MS Full Q2 2026 holdings

Shares (Q2 2026): 52,042
Value: $10.9M
% of portfolio: 0.6%
Quarters held: 22; Since Q1 2021

Holdings of MS by Pinnacle Wealth Management Advisory Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	52,042	$10.9M	0.6%	+412+0.8%	Added	Holders
Q1 2026	51,630	$8.50M	0.6%	+1,095+2.2%	Added	Holders
Q4 2025	50,535	$8.97M	0.6%	+522+1.0%	Added	Holders
Q3 2025	50,013	$7.95M	0.6%	+1,630+3.4%	Added	Holders
Q2 2025	48,383	$6.82M	0.6%	+1,277+2.7%	Added	Holders
Q1 2025	47,106	$5.50M	0.5%	+1,883+4.2%	Added	Holders
Q4 2024	45,223	$5.69M	0.5%	−30−0.1%	Reduced	Holders
Q3 2024	45,253	$4.72M	0.5%	+941+2.1%	Added	Holders
Q2 2024	44,312	$4.31M	0.4%	+1,634+3.8%	Added	Holders
Q1 2024	42,678	$4.02M	0.4%	−858−2.0%	Reduced	Holders
Q4 2023	43,536	$4.06M	0.5%	−5,905−11.9%	Reduced	Holders
Q3 2023	49,441	$4.04M	0.5%	+976+2.0%	Added	Holders
Q2 2023	48,465	$4.14M	0.5%	−2,968−5.8%	Reduced	Holders
Q1 2023	51,433	$4.52M	0.6%	−286−0.6%	Reduced	Holders
Q4 2022	51,719	$4.40M	0.7%	−3,229−5.9%	Reduced	Holders
Q3 2022	54,948	$4.34M	0.7%	−2,622−4.6%	Reduced	Holders
Q2 2022	57,570	$4.38M	0.7%	+2,743+5.0%	Added	Holders
Q1 2022	54,827	$4.79M	0.7%	+19,296+54.3%	Added	Holders
Q4 2021	35,531	$3.49M	0.6%	+11,941+50.6%	Added	Holders
Q3 2021	23,590	$2.30M	0.5%	−645−2.7%	Reduced	Holders
Q2 2021	24,235	$2.22M	0.5%	+1,405+6.2%	Added	Holders
Q1 2021	22,830	$1.77M	0.5%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.