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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
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

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

Park Square Financial Group's AAPL Position: Q2 2026 in Review

Park Square Financial Group reduced its Apple (AAPL) stake by 22% in Q2 2026, selling an estimated $6.29K and leaving 78 shares worth $22.6K. The position accounts for 0.2% of the portfolio, ranked #34.

Park Square Financial Group first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.15M in Q4 2024. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Park Square Financial Group held 78 shares of Apple worth $22.6K as of Q2 2026.
  • Park Square Financial Group sold 22 Apple shares in Q2 2026, an estimated $6.29K.
  • Apple made up 0.2% of Park Square Financial Group's portfolio in Q2 2026, its #34 holding.
  • Park Square Financial Group first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • Park Square Financial Group's Apple position peaked at $7.15M in Q4 2024.
  • 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Park Square Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.