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Allegheny Financial Group’s Apple AAPL Stock Holding History

Allegheny Financial Group’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$22.9M Buy
79,111
+1,742
+2% +$498K 2.43% 9
2026
Q1 		$19.6M Sell
77,369
-977
-1% -$254K 2.65% 7
2025
Q4 		$21.3M Buy
78,346
+416
+0.5% +$112K 3.15% 7
2025
Q3 		$19.8M Sell
77,930
-893
-1% -$202K 3.71% 7
2025
Q2 		$16.2M Buy
78,823
+576
+0.7% +$116K 3.59% 7
2025
Q1 		$17.4M Buy
78,247
+238
+0.3% +$55.1K 4.46% 5
2024
Q4 		$19.5M Sell
78,009
-1,177
-1% -$277K 5.03% 3
2024
Q3 		$18.5M Sell
79,186
-874
-1% -$195K 4.55% 4
2024
Q2 		$16.9M Buy
80,060
+7,799
+11% +$1.45M 4.84% 5
2024
Q1 		$12.4M Sell
72,261
-8,803
-11% -$1.6M 3.82% 8
2023
Q4 		$15.6M Buy
81,064
+8,683
+12% +$1.6M 5.01% 4
2023
Q3 		$12.4M Buy
72,381
+13,390
+23% +$2.46M 4.64% 6
2023
Q2 		$11.4M Sell
58,991
-8,917
-13% -$1.55M 5.41% 4
2023
Q1 		$11.2M Sell
67,908
-145
-0.2% -$21.4K 4.52% 6
2022
Q4 		$8.84M Buy
68,053
+254
+0.4% +$36.3K 3.7% 6
2022
Q3 		$9.37M Buy
67,799
+461
+0.7% +$72.4K 4.41% 6
2022
Q2 		$9.21M Buy
67,338
+10,314
+18% +$1.56M 4.29% 6
2022
Q1 		$9.96M Sell
57,024
-291
-0.5% -$48.9K 4.21% 5
2021
Q4 		$10.2M Buy
57,315
+12,752
+29% +$2.02M 4.06% 6
2021
Q3 		$6.31M Buy
44,563
+63
+0.1% +$9.28K 2.89% 9
2021
Q2 		$6.09M Buy
44,500
+1,049
+2% +$136K 2.76% 9
2021
Q1 		$5.31M Sell
43,451
-2,985
-6% -$383K 3.88% 5
2020
Q4 		$6.16M Buy
+46,436
New +$5.59M 3.31% 7

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Allegheny Financial Group's AAPL Position: Q2 2026 in Review

Allegheny Financial Group increased its Apple (AAPL) stake by 2.3% in Q2 2026, buying an estimated $498K and bringing the position to 79,111 shares worth $22.9M. The position accounts for 2.43% of the portfolio, ranked #9.

Allegheny Financial Group first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. 6,110 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Allegheny Financial Group held 79,111 shares of Apple worth $22.9M as of Q2 2026.
  • Allegheny Financial Group bought 1,742 Apple shares in Q2 2026, an estimated $498K.
  • Apple made up 2.43% of Allegheny Financial Group's portfolio in Q2 2026, its #9 holding.
  • Allegheny Financial Group first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • 6,110 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Allegheny Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.