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Parsonex Advisory Services’s Apple AAPL Stock Holding History

Parsonex Advisory Services’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 		$5.8M Buy
20,031
+278
+1% +$79.5K 5.04% 3
2026
Q1 		$5.01M Sell
19,753
-2,367
-11% -$616K 4.9% 2
2025
Q4 		$6.01M Buy
22,120
+956
+5% +$257K 3.83% 4
2025
Q3 		$5.39M Buy
21,164
+3,273
+18% +$739K 3.67% 6
2025
Q2 		$3.67M Buy
+17,891
New +$3.61M 3.06% 8

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

Parsonex Advisory Services's AAPL Position: Q2 2026 in Review

Parsonex Advisory Services increased its Apple (AAPL) stake by 1.4% in Q2 2026, buying an estimated $79.5K and bringing the position to 20,031 shares worth $5.8M. The position accounts for 5.04% of the portfolio, ranked #3.

Parsonex Advisory Services first reported a position in AAPL in Q2 2025 and has held it in 5 quarters since. The position peaked at $6.01M in Q4 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Parsonex Advisory Services held 20,031 shares of Apple worth $5.8M as of Q2 2026.
  • Parsonex Advisory Services bought 278 Apple shares in Q2 2026, an estimated $79.5K.
  • Apple made up 5.04% of Parsonex Advisory Services's portfolio in Q2 2026, its #3 holding.
  • Parsonex Advisory Services first reported a position in Apple in Q2 2025 and has held it in 5 quarters since.
  • Parsonex Advisory Services's Apple position peaked at $6.01M in Q4 2025.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Parsonex Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.