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Panoramic Investment Advisors’s Apple AAPL Stock Holding History

Panoramic Investment 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 		$2.8M Buy
9,671
+111
+1% +$31.8K 1.34% 23
2026
Q1 		$2.43M Buy
9,560
+756
+9% +$197K 1.31% 23
2025
Q4 		$2.39M Sell
8,804
-623
-7% -$167K 1.3% 23
2025
Q3 		$2.4M Sell
9,427
-713
-7% -$161K 1.35% 24
2025
Q2 		$2.08M Sell
10,140
-1,249
-11% -$252K 1.28% 23
2025
Q1 		$2.53M Sell
11,389
-853
-7% -$198K 1.71% 17
2024
Q4 		$3.07M Buy
12,242
+2,054
+20% +$484K 2% 11
2024
Q3 		$2.37M Buy
+10,188
New +$2.28M 1.64% 16
2024
Q1 		$1.67M Buy
9,747
+2,066
+27% +$376K 1.23% 24
2023
Q4 		$1.48M Buy
7,681
+167
+2% +$30.8K 1.28% 25
2023
Q3 		$1.29M Buy
+7,514
New +$1.38M 1.18% 26
2022
Q4 		$1.04M Buy
+7,989
New +$1.14M 1.06% 28

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Panoramic Investment Advisors's AAPL Position: Q2 2026 in Review

Panoramic Investment Advisors increased its Apple (AAPL) stake by 1.2% in Q2 2026, buying an estimated $31.8K and bringing the position to 9,671 shares worth $2.8M. The position accounts for 1.34% of the portfolio, ranked #23.

Panoramic Investment Advisors first reported a position in AAPL in Q4 2022 and has held it in 12 quarters since. The position peaked at $3.07M in Q4 2024. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Panoramic Investment Advisors held 9,671 shares of Apple worth $2.8M as of Q2 2026.
  • Panoramic Investment Advisors bought 111 Apple shares in Q2 2026, an estimated $31.8K.
  • Apple made up 1.34% of Panoramic Investment Advisors's portfolio in Q2 2026, its #23 holding.
  • Panoramic Investment Advisors first reported a position in Apple in Q4 2022 and has held it in 12 quarters since.
  • Panoramic Investment Advisors's Apple position peaked at $3.07M in Q4 2024.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Panoramic Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.