Paladin Advisory Group’s Apple AAPL Stock Holding History

Paladin 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
2023 Q1	–	Sell	-21,507	Closed	-$2.79M	–	268
2022 Q4	$2.79M	Buy	21,507 +24	+0.1%	+$3.43K	2.39%	8
2022 Q3	$2.97M	Buy	21,483 +18	+0.1%	+$2.83K	2.71%	8
2022 Q2	$2.93M	Buy	+21,465	New	+$3.25M	2.52%	10
2022 Q1	–	Sell	-21,465	Closed	-$3.81M	–	278
2021 Q4	$3.81M	Buy	+21,465	New	+$3.39M	3.09%	6

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Paladin Advisory Group reduced its Apple (AAPL) stake by 0.2% in Q2 2026, selling an estimated $9.44K and leaving 16,291 shares worth $4.71M. The position accounts for 3.13% of the portfolio, ranked #8.

Paladin Advisory Group first reported a position in AAPL in Q1 2022 and has held it in 15 quarters since. 6,131 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Paladin Advisory Group held 16,291 shares of Apple worth $4.71M as of Q2 2026.
Paladin Advisory Group sold 33 Apple shares in Q2 2026, an estimated $9.44K.
Apple made up 3.13% of Paladin Advisory Group's portfolio in Q2 2026, its #8 holding.
Paladin Advisory Group first reported a position in Apple in Q1 2022 and has held it in 15 quarters since.
6,131 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.