Park Square Financial Group
AAPL icon

Park Square Financial Group’s Apple AAPL Stock Holding History

Park Square Financial Group’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
Q3 		$31.3K Buy
94
+16
+21% +$5.14K 0.36% 27
2026
Q2 		$22.6K Sell
78
-22
-22% -$6.29K 0.2% 34
2026
Q1 		$25.4K Sell
100
-139
-58% -$36.2K 0.19% 33
2025
Q4 		$59.9K Buy
239
+11
+5% +$2.95K 0.36% 24
2025
Q3 		$58.1K Sell
228
-26,545
-99% -$6M 0.25% 30
2025
Q2 		$5.49M Sell
26,773
-1,474
-5% -$298K 3.98% 2
2025
Q1 		$6.27M Sell
28,247
-294
-1% -$68.1K 4.98% 2
2024
Q4 		$7.15M Buy
+28,541
New +$6.73M 4.94% 2

Other funds holding AAPL

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Park Square Financial Group's AAPL Position: Q3 2026 in Review

Park Square Financial Group increased its Apple (AAPL) stake by 21% in Q3 2026, buying an estimated $5.14K and bringing the position to 94 shares worth $31.3K. The position accounts for 0.36% of the portfolio, ranked #27.

Park Square Financial Group first reported a position in AAPL in Q4 2024 and has held it in 8 quarters since. The position peaked at $7.15M in Q4 2024. 4,963 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Park Square Financial Group held 94 shares of Apple worth $31.3K as of Q3 2026.
  • Park Square Financial Group bought 16 Apple shares in Q3 2026, an estimated $5.14K.
  • Apple made up 0.36% of Park Square Financial Group's portfolio in Q3 2026, its #27 holding.
  • Park Square Financial Group first reported a position in Apple in Q4 2024 and has held it in 8 quarters since.
  • Park Square Financial Group's Apple position peaked at $7.15M in Q4 2024.
  • 4,963 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Park Square Financial Group's 13F filing for Q3 2026, filed 9 Nov 2026.