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Paragon Advisors’s Apple AAPL Stock Holding History

Paragon 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 		$2.06M Buy
7,113
+1,118
+19% +$320K 0.43% 51
2026
Q1 		$1.52M Sell
5,995
-111
-2% -$28.9K 0.41% 55
2025
Q4 		$1.66M Sell
6,106
-139
-2% -$37.3K 0.45% 54
2025
Q3 		$1.59M Sell
6,245
-15,052
-71% -$3.4M 0.41% 51
2025
Q2 		$4.37M Buy
21,297
+13,179
+162% +$2.66M 1.14% 25
2025
Q1 		$1.8M Sell
8,118
-567
-7% -$131K 0.68% 49
2024
Q4 		$2.17M Buy
8,685
+1,557
+22% +$367K 0.75% 39
2024
Q3 		$1.66M Buy
7,128
+370
+5% +$82.6K 0.54% 53
2024
Q2 		$1.42M Sell
6,758
-11,425
-63% -$2.13M 0.52% 55
2024
Q1 		$3.12M Buy
18,183
+4,793
+36% +$872K 1.26% 23
2023
Q4 		$2.58M Sell
13,390
-284
-2% -$52.4K 1.09% 18
2023
Q3 		$2.34M Buy
13,674
+1,107
+9% +$203K 0.97% 25
2023
Q2 		$2.44M Sell
12,567
-2,463
-16% -$429K 0.79% 38
2023
Q1 		$2.48M Buy
15,030
+6,873
+84% +$1.01M 0.83% 32
2022
Q4 		$1.06M Buy
8,157
+329
+4% +$47K 0.47% 52
2022
Q3 		$1.08M Sell
7,828
-8,861
-53% -$1.39M 0.55% 41
2022
Q2 		$2.28M Sell
16,689
-7,720
-32% -$1.17M 1.14% 23
2022
Q1 		$4.26M Buy
24,409
+15,288
+168% +$2.57M 1.78% 10
2021
Q4 		$1.62M Buy
9,121
+127
+1% +$20.1K 0.79% 38
2021
Q3 		$1.27M Buy
8,994
+839
+10% +$124K 0.62% 45
2021
Q2 		$1.12M Buy
8,155
+996
+14% +$129K 0.52% 51
2021
Q1 		$874K Sell
7,159
-834
-10% -$107K 0.48% 56
2020
Q4 		$1.03M Sell
7,993
-151
-2% -$18.2K 0.56% 51
2020
Q3 		$943K Sell
8,144
-276
-3% -$30.1K 0.63% 41
2020
Q2 		$768K Sell
8,420
-920
-10% -$71.3K 0.62% 42
2020
Q1 		$594K Sell
9,340
-300
-3% -$22.1K 0.79% 25
2019
Q4 		$748K Buy
+9,640
New +$620K 0.81% 27

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

Paragon Advisors's AAPL Position: Q2 2026 in Review

Paragon Advisors increased its Apple (AAPL) stake by 19% in Q2 2026, buying an estimated $320K and bringing the position to 7,113 shares worth $2.06M. The position accounts for 0.43% of the portfolio, ranked #51.

Paragon Advisors first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.37M in Q2 2025. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Paragon Advisors held 7,113 shares of Apple worth $2.06M as of Q2 2026.
  • Paragon Advisors bought 1,118 Apple shares in Q2 2026, an estimated $320K.
  • Apple made up 0.43% of Paragon Advisors's portfolio in Q2 2026, its #51 holding.
  • Paragon Advisors first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • Paragon Advisors's Apple position peaked at $4.37M in Q2 2025.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Paragon Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.