Pathway Financial Advisers’s Apple AAPL Stock Holding History

Pathway Financial Advisers’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	$7.14M	Buy	24,661 +601	+2%	+$172K	1.8%	9
2026 Q1	$6.11M	Buy	24,060 +59	+0.2%	+$15.4K	1.73%	13
2025 Q4	$6.52M	Sell	24,001 -183	-0.8%	-$49.1K	1.89%	9
2025 Q3	$6.13M	Buy	24,184 +54	+0.2%	+$12.2K	1.79%	10
2025 Q2	$4.95M	Buy	24,130 +353	+1%	+$71.3K	1.6%	14
2025 Q1	$5.28M	Sell	23,777 -93	-0.4%	-$21.5K	1.81%	13
2024 Q4	$5.98M	Sell	23,870 -124	-0.5%	-$29.2K	2%	6
2024 Q3	$5.59M	Sell	23,994 -344	-1%	-$76.8K	2.53%	6
2024 Q2	$5.1M	Buy	24,338 +306	+1%	+$57.1K	1.83%	8
2024 Q1	$4.12M	Sell	24,032 -1,974	-8%	-$359K	1.48%	14
2023 Q4	$5.01M	Buy	26,006 +79	+0.3%	+$14.6K	1.91%	8
2023 Q3	$4.44M	Buy	+25,927	New	+$4.75M	1.83%	9
2023 Q1	$4.72M	Buy	28,620 +296	+1%	+$43.7K	1.9%	7
2022 Q4	$3.68M	Buy	+28,324	New	+$4.05M	1.49%	16

Other funds holding AAPL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Pathway Financial Advisers's AAPL Position: Q2 2026 in Review

Pathway Financial Advisers increased its Apple (AAPL) stake by 2.5% in Q2 2026, buying an estimated $172K and bringing the position to 24,661 shares worth $7.14M. The position accounts for 1.8% of the portfolio, ranked #9.

Pathway Financial Advisers first reported a position in AAPL in Q4 2022 and has held it in 14 quarters since. 3,103 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Pathway Financial Advisers held 24,661 shares of Apple worth $7.14M as of Q2 2026.
Pathway Financial Advisers bought 601 Apple shares in Q2 2026, an estimated $172K.
Apple made up 1.8% of Pathway Financial Advisers's portfolio in Q2 2026, its #9 holding.
Pathway Financial Advisers first reported a position in Apple in Q4 2022 and has held it in 14 quarters since.
3,103 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Pathway Financial Advisers's 13F filing for Q2 2026, filed 30 Jul 2026.