Pathstone Holdings
AAPL icon

Pathstone Holdings’s Apple AAPL Stock Holding History

Pathstone Holdings’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
2025
Q3 		– Sell
-600
Closed -$15.9K – 2327
2025
Q2 		$15.9K Sell
600
-14,500
-96% -$2.93M ﹤0.01% 2175
2025
Q1 		$744K Buy
+15,100
New +$3.5M ﹤0.01% 1522
2024
Q4 		– Sell
-16,000
Closed -$1.01M – 2299
2024
Q3 		$1.01M Hold
16,000
– – ﹤0.01% 1366
2024
Q2 		$520K Buy
16,000
+6,000
+60% +$1.12M ﹤0.01% 1667
2024
Q1 		$243K Buy
+10,000
New +$1.82M ﹤0.01% 2044

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

Pathstone Holdings's AAPL Position: Q2 2026 in Review

Pathstone Holdings increased its Apple (AAPL) stake by 0.8% in Q2 2026, buying an estimated $6.65M and bringing the position to 2,933,907 shares worth $851M. The position accounts for 2.48% of the portfolio, ranked #6.

Pathstone Holdings first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Pathstone Holdings held 2,933,907 shares of Apple worth $851M as of Q2 2026.
  • Pathstone Holdings bought 23,261 Apple shares in Q2 2026, an estimated $6.65M.
  • Apple made up 2.48% of Pathstone Holdings's portfolio in Q2 2026, its #6 holding.
  • Pathstone Holdings first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.