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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
Q2 		$7.85M Buy
25,417
+507
+2% +$145K 4.19% 7
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 $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 Financial Partners's AAPL Position: Q2 2026 in Review

Paragon Financial Partners increased its Apple (AAPL) stake by 2% in Q2 2026, buying an estimated $145K and bringing the position to 25,417 shares worth $7.85M. The position accounts for 4.19% of the portfolio, ranked #7.

Paragon Financial Partners first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 6,131 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Paragon Financial Partners held 25,417 shares of Apple worth $7.85M as of Q2 2026.
  • Paragon Financial Partners bought 507 Apple shares in Q2 2026, an estimated $145K.
  • Apple made up 4.19% of Paragon Financial Partners's portfolio in Q2 2026, its #7 holding.
  • Paragon Financial Partners first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 6,131 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Paragon Financial Partners's 13F filing for Q2 2026, filed 7 Aug 2026.