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Paragon Financial Partners’s Apple AAPL Stock Holding History

Paragon Financial Partners’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
Q1 		$6.45M Buy
24,910
+10
+0% +$2.6K 3.65% 9
2025
Q4 		$6.77M Sell
24,900
-340
-1% -$91.3K 4.17% 7
2025
Q3 		$6.43M Sell
25,240
-190
-0.7% -$42.9K 4.06% 7
2025
Q2 		$5.22M Buy
25,430
+11
+0% +$2.22K 3.56% 8
2025
Q1 		$5.65M Buy
25,419
+171
+0.7% +$39.6K 4.42% 7
2024
Q4 		$6.32M Sell
25,248
-3,385
-12% -$798K 4.76% 7
2024
Q3 		$6.67M Buy
28,633
+11
+0% +$2.46K 4.89% 6
2024
Q2 		$6.03M Buy
28,622
+12
+0% +$2.24K 4.7% 6
2024
Q1 		$4.91M Sell
28,610
-340
-1% -$61.8K 4.04% 6
2023
Q4 		$5.57M Buy
28,950
+279
+1% +$51.5K 5.35% 5
2023
Q3 		$4.91M Sell
28,671
-35
-0.1% -$6.42K 5.1% 5
2023
Q2 		$5.57M Buy
28,706
+33
+0.1% +$5.75K 5.26% 6
2023
Q1 		$4.73M Sell
28,673
-34
-0.1% -$5.02K 4.95% 5
2022
Q4 		$3.73M Buy
28,707
+10
+0% +$1.43K 4.13% 5
2022
Q3 		$3.97M Sell
28,697
-2,476
-8% -$389K 4.46% 6
2022
Q2 		$4.26M Buy
31,173
+3,308
+12% +$501K 4.38% 6
2022
Q1 		$4.87M Buy
27,865
+9
+0% +$1.51K 4.24% 6
2021
Q4 		$4.95M Buy
+27,856
New +$4.4M 4.06% 6

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Paragon Financial Partners's AAPL Position: Q1 2026 in Review

Paragon Financial Partners increased its Apple (AAPL) stake by 0.04% in Q1 2026, buying an estimated $2.6K and bringing the position to 24,910 shares worth $6.45M. The position accounts for 3.65% of the portfolio, ranked #9.

Paragon Financial Partners first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.77M in Q4 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Paragon Financial Partners held 24,910 shares of Apple worth $6.45M as of Q1 2026.
  • Paragon Financial Partners bought 10 Apple shares in Q1 2026, an estimated $2.6K.
  • Apple made up 3.65% of Paragon Financial Partners's portfolio in Q1 2026, its #9 holding.
  • Paragon Financial Partners first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • Paragon Financial Partners's Apple position peaked at $6.77M in Q4 2025.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Paragon Financial Partners's 13F filing for Q1 2026, filed 17 Apr 2026.