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Barnes Pettey Financial Advisors’s Apple AAPL Stock Holding History

Barnes Pettey Financial Advisors’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 		$2.84M Buy
9,807
+43
+0.4% +$12.3K 0.89% 28
2026
Q1 		$2.48M Sell
9,764
-51
-0.5% -$13.3K 1.08% 26
2025
Q4 		$2.67M Sell
9,815
-17
-0.2% -$4.56K 1.32% 18
2025
Q3 		$2.5M Buy
9,832
+2,771
+39% +$626K 1.37% 19
2025
Q2 		$1.45M Buy
7,061
+76
+1% +$15.3K 0.97% 25
2025
Q1 		$1.55M Sell
6,985
-147
-2% -$34.1K 1.21% 21
2024
Q4 		$1.79M Sell
7,132
-146
-2% -$34.4K 1.36% 18
2024
Q3 		$1.7M Sell
7,278
-1,049
-13% -$234K 1.35% 19
2024
Q2 		$1.75M Sell
8,327
-2,061
-20% -$384K 1.51% 17
2024
Q1 		$1.78M Sell
10,388
-1,554
-13% -$283K 1.54% 16
2023
Q4 		$2.3M Sell
11,942
-155
-1% -$28.6K 1.87% 17
2023
Q3 		$2.07M Sell
12,097
-67
-0.6% -$12.3K 1.9% 16
2023
Q2 		$2.36M Buy
12,164
+66
+0.5% +$11.5K 2.04% 15
2023
Q1 		$2M Sell
12,098
-526
-4% -$77.6K 1.91% 16
2022
Q4 		$1.64M Sell
12,624
-581
-4% -$83K 1.69% 19
2022
Q3 		$1.82M Sell
13,205
-1,141
-8% -$179K 2.49% 8
2022
Q2 		$1.96M Sell
14,346
-664
-4% -$101K 2.53% 8
2022
Q1 		$2.62M Buy
15,010
+544
+4% +$91.5K 3.17% 5
2021
Q4 		$2.57M Buy
+14,466
New +$2.29M 2.95% 8

Other funds holding AAPL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Barnes Pettey Financial Advisors's AAPL Position: Q2 2026 in Review

Barnes Pettey Financial Advisors increased its Apple (AAPL) stake by 0.44% in Q2 2026, buying an estimated $12.3K and bringing the position to 9,807 shares worth $2.84M. The position accounts for 0.89% of the portfolio, ranked #28.

Barnes Pettey Financial Advisors first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 3,430 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Barnes Pettey Financial Advisors held 9,807 shares of Apple worth $2.84M as of Q2 2026.
  • Barnes Pettey Financial Advisors bought 43 Apple shares in Q2 2026, an estimated $12.3K.
  • Apple made up 0.89% of Barnes Pettey Financial Advisors's portfolio in Q2 2026, its #28 holding.
  • Barnes Pettey Financial Advisors first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 3,430 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Barnes Pettey Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.