PWMAI
AAPL icon

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Apple AAPL Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$4.83M Sell
16,683
-8,199
-33% -$2.35M 1.3% 12
2026
Q1 		$6.31M Sell
24,882
-208
-0.8% -$54.1K 1.87% 11
2025
Q4 		$6.82M Buy
25,090
+10,156
+68% +$2.73M 2.02% 9
2025
Q3 		$3.8M Sell
14,934
-313
-2% -$70.7K 1.2% 14
2025
Q2 		$3.13M Sell
15,247
-887
-5% -$179K 1.05% 17
2025
Q1 		$3.58M Buy
16,134
+1,990
+14% +$461K 1.33% 14
2024
Q4 		$3.54M Buy
14,144
+1,066
+8% +$251K 1.41% 11
2024
Q3 		$3.05M Buy
13,078
+439
+3% +$98K 1.56% 13
2024
Q2 		$2.66M Sell
12,639
-133
-1% -$24.8K 1.53% 14
2024
Q1 		$2.19M Sell
12,772
-568
-4% -$103K 1.44% 17
2023
Q4 		$2.57M Buy
13,340
+339
+3% +$62.6K 1.62% 12
2023
Q3 		$2.23M Buy
13,001
+4,359
+50% +$799K 1.6% 16
2023
Q2 		$2.49M Sell
8,642
-4,572
-35% -$797K 1.84% 12
2023
Q1 		$2.18M Buy
13,214
+243
+2% +$35.9K 1.72% 13
2022
Q4 		$1.69M Buy
+12,971
New +$1.85M 1.44% 15

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 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

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s AAPL Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reduced its Apple (AAPL) stake by 33% in Q2 2026, selling an estimated $2.35M and leaving 16,683 shares worth $4.83M. The position accounts for 1.3% of the portfolio, ranked #12.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.82M in Q4 2025. 4,143 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 16,683 shares of Apple worth $4.83M as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 8,199 Apple shares in Q2 2026, an estimated $2.35M.
  • Apple made up 1.3% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #12 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Apple position peaked at $6.82M in Q4 2025.
  • 4,143 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.