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Parcion Private Wealth’s Apple AAPL Stock Holding History

Parcion Private Wealth’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 		$44.2M Buy
152,759
+2,761
+2% +$790K 2.45% 11
2026
Q1 		$38.1M Sell
149,998
-9,972
-6% -$2.6M 2.36% 11
2025
Q4 		$43.5M Buy
159,970
+1,647
+1% +$442K 2.65% 11
2025
Q3 		$40.3M Buy
158,323
+717
+0.5% +$162K 2.52% 12
2025
Q2 		$32.3M Buy
157,606
+1,502
+1% +$303K 2.31% 12
2025
Q1 		$34.7M Buy
156,104
+2,704
+2% +$626K 2.83% 8
2024
Q4 		$38.4M Sell
153,400
-29,660
-16% -$6.99M 2.93% 7
2024
Q3 		$42.7M Sell
183,060
-1,363
-0.7% -$304K 3.55% 8
2024
Q2 		$38.8M Buy
184,423
+3,628
+2% +$677K 3.55% 8
2024
Q1 		$31M Sell
180,795
-20,589
-10% -$3.74M 2.73% 8
2023
Q4 		$38.8M Buy
201,384
+16
+0% +$2.95K 3.55% 6
2023
Q3 		$34.5M Buy
201,368
+2,327
+1% +$427K 3.58% 7
2023
Q2 		$38.6M Buy
199,041
+5,551
+3% +$967K 3.9% 6
2023
Q1 		$31.9M Buy
193,490
+10,940
+6% +$1.61M 3.33% 8
2022
Q4 		$23.7M Sell
182,550
-79,262
-30% -$11.3M 2.57% 12
2022
Q3 		$36.7M Buy
261,812
+130,788
+100% +$20.5M 4.1% 3
2022
Q2 		$20.2M Sell
131,024
-7,397
-5% -$1.12M 1.99% 13
2022
Q1 		$24.5M Sell
138,421
-4,057
-3% -$682K 2.29% 15
2021
Q4 		$24.7M Buy
142,478
+389
+0.3% +$61.5K 2.23% 13
2021
Q3 		$20.6M Sell
142,089
-3,840
-3% -$565K 1.83% 14
2021
Q2 		$20M Buy
145,929
+1,488
+1% +$193K 2% 13
2021
Q1 		$17.6M Buy
144,441
+47,136
+48% +$6.05M 2% 15
2020
Q4 		$12.9M Buy
97,305
+10,537
+12% +$1.27M 1.71% 17
2020
Q3 		$9.81M Buy
86,768
+5,768
+7% +$629K 1.5% 17
2020
Q2 		$7.57M Buy
81,000
+12,932
+19% +$1M 1.28% 17
2020
Q1 		$4.33M Buy
68,068
+1,140
+2% +$83.8K 1.19% 14
2019
Q4 		$4.91M Buy
+66,928
New +$4.31M 1.07% 13

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

Parcion Private Wealth's AAPL Position: Q2 2026 in Review

Parcion Private Wealth increased its Apple (AAPL) stake by 1.8% in Q2 2026, buying an estimated $790K and bringing the position to 152,759 shares worth $44.2M. The position accounts for 2.45% of the portfolio, ranked #11.

Parcion Private Wealth first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Parcion Private Wealth held 152,759 shares of Apple worth $44.2M as of Q2 2026.
  • Parcion Private Wealth bought 2,761 Apple shares in Q2 2026, an estimated $790K.
  • Apple made up 2.45% of Parcion Private Wealth's portfolio in Q2 2026, its #11 holding.
  • Parcion Private Wealth first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Parcion Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.