Central Valley Advisors’s Apple AAPL Stock Holding History

Central Valley 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	$15.7M	Sell	54,148 -3,389	-6%	-$969K	4.02%	2
2026 Q1	$14.6M	Buy	57,537 +5,131	+10%	+$1.34M	3.98%	1
2025 Q4	$14.2M	Buy	52,406 +513	+1%	+$138K	4.26%	1
2025 Q3	$13.2M	Buy	51,893 +3,287	+7%	+$743K	4.09%	3
2025 Q2	$9.97M	Buy	48,606 +404	+0.8%	+$81.6K	3.39%	6
2025 Q1	$10.7M	Sell	48,202 -12,489	-21%	-$2.89M	4.06%	3
2024 Q4	$15.2M	Buy	60,691 +884	+1%	+$208K	6.91%	1
2024 Q3	$13.9M	Sell	59,807 -758	-1%	-$169K	7.86%	1
2024 Q2	$12.8M	Sell	60,565 -4,385	-7%	-$818K	5.46%	2
2024 Q1	$11.1M	Buy	64,950 +544	+0.8%	+$98.9K	5.75%	1
2023 Q4	$12.4M	Buy	+64,406	New	+$11.9M	7.29%	1

Other funds holding AAPL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Central Valley Advisors's AAPL Position: Q2 2026 in Review

Central Valley Advisors reduced its Apple (AAPL) stake by 5.9% in Q2 2026, selling an estimated $969K and leaving 54,148 shares worth $15.7M. The position accounts for 4.02% of the portfolio, ranked #2.

Central Valley Advisors first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Central Valley Advisors held 54,148 shares of Apple worth $15.7M as of Q2 2026.
Central Valley Advisors sold 3,389 Apple shares in Q2 2026, an estimated $969K.
Apple made up 4.02% of Central Valley Advisors's portfolio in Q2 2026, its #2 holding.
Central Valley Advisors first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Central Valley Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.