Northstar Advisory Group’s Apple AAPL Stock Holding History

Northstar Advisory 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	$11.9M	Buy	41,089 +10,730	+35%	+$3.07M	3.69%	6
2026 Q1	$7.7M	Sell	30,359 -9,031	-23%	-$2.35M	2.87%	10
2025 Q4	$10.7M	Buy	39,390 +16,430	+72%	+$4.41M	3.8%	6
2025 Q3	$5.85M	Sell	22,960 -874	-4%	-$197K	2.39%	10
2025 Q2	$4.89M	Sell	23,834 -5,209	-18%	-$1.05M	2.39%	9
2025 Q1	$6.45M	Sell	29,043 -5,752	-17%	-$1.33M	4.21%	4
2024 Q4	$8.71M	Buy	34,795 +895	+3%	+$211K	4.43%	4
2024 Q3	$7.9M	Sell	33,900 -6,702	-17%	-$1.5M	4.1%	5
2024 Q2	$8.55M	Buy	40,602 +13,100	+48%	+$2.44M	4.92%	4
2024 Q1	$5.08M	Sell	27,502 -1,698	-6%	-$309K	3.07%	8
2023 Q4	$5.62M	Sell	29,200 -13,334	-31%	-$2.46M	3.34%	10
2023 Q3	$7.28M	Sell	42,534 -6,563	-13%	-$1.2M	5.31%	4
2023 Q2	$9.52M	Buy	49,097 +31,938	+186%	+$5.57M	6.23%	2
2023 Q1	$2.83M	Sell	17,159 -784	-4%	-$116K	2.12%	10
2022 Q4	$2.33M	Sell	17,943 -12,480	-41%	-$1.78M	1.84%	8
2022 Q3	$4.2M	Sell	30,423 -3,328	-10%	-$522K	3.77%	7
2022 Q2	$4.61M	Sell	33,751 -5,565	-14%	-$843K	3.43%	8
2022 Q1	$6.87M	Buy	39,316 +2,561	+7%	+$431K	4.42%	6
2021 Q4	$6.53M	Buy	36,755 +33,145	+918%	+$5.24M	3.87%	6
2021 Q3	$511K	Sell	3,610 -35,787	-91%	-$5.27M	0.5%	33
2021 Q2	$5.4M	Buy	39,397 +28,134	+250%	+$3.65M	3.37%	4
2021 Q1	$1.38M	Sell	11,263 -699	-6%	-$89.7K	1.05%	29
2020 Q4	$1.59M	Buy	+11,962	New	+$1.44M	1.33%	19

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

Northstar Advisory Group's AAPL Position: Q2 2026 in Review

Northstar Advisory Group increased its Apple (AAPL) stake by 35% in Q2 2026, buying an estimated $3.07M and bringing the position to 41,089 shares worth $11.9M. The position accounts for 3.69% of the portfolio, ranked #6.

Northstar Advisory Group first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Northstar Advisory Group held 41,089 shares of Apple worth $11.9M as of Q2 2026.
Northstar Advisory Group bought 10,730 Apple shares in Q2 2026, an estimated $3.07M.
Apple made up 3.69% of Northstar Advisory Group's portfolio in Q2 2026, its #6 holding.
Northstar Advisory Group first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Northstar Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.