Pathway Financial Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5M | Buy |
16,200
+575
| +4% | +$164K | 0.58% | 23 |
|
|
2026
Q1 | $4M | Buy |
15,625
+1
| +0% | +$260 | 0.49% | 25 |
|
|
2025
Q4 | $4.1M | Sell |
15,624
-2
| -0% | -$537 | 0.52% | 25 |
|
|
2025
Q3 | $3.98M | Buy |
15,626
+178
| +1% | +$40.2K | 0.53% | 25 |
|
|
2025
Q2 | $3.17M | Sell |
15,448
-7,587
| -33% | -$1.53M | 0.46% | 28 |
|
|
2025
Q1 | $5.12M | Sell |
23,035
-16
| -0.1% | -$3.71K | 0.92% | 22 |
|
|
2024
Q4 | $5.77M | Buy |
23,051
+1,495
| +7% | +$352K | 1.33% | 16 |
|
|
2024
Q3 | $5.02M | Buy |
21,556
+313
| +1% | +$69.9K | 1.29% | 16 |
|
|
2024
Q2 | $4.47M | Buy |
21,243
+104
| +0.5% | +$19.4K | 1.21% | 16 |
|
|
2024
Q1 | $3.62M | Sell |
21,139
-2,204
| -9% | -$401K | 0.98% | 17 |
|
|
2023
Q4 | $4.49M | Buy |
23,343
+4,698
| +25% | +$867K | 1.3% | 14 |
|
|
2023
Q3 | $3.19M | Buy |
18,645
+503
| +3% | +$92.2K | 1.09% | 14 |
|
|
2023
Q2 | $3.52M | Buy |
18,142
+28
| +0.2% | +$4.88K | 1.15% | 14 |
|
|
2023
Q1 | $2.99M | Hold |
18,114
| – | – | 1.01% | 14 |
|
|
2022
Q4 | $2.35M | Buy |
18,114
+53
| +0.3% | +$7.57K | 0.73% | 17 |
|
|
2022
Q3 | $2.5M | Buy |
18,061
+373
| +2% | +$58.5K | 0.86% | 14 |
|
|
2022
Q2 | $2.42M | Buy |
17,688
+203
| +1% | +$30.7K | 1.01% | 14 |
|
|
2022
Q1 | $3.05M | Sell |
17,485
-103
| -0.6% | -$17.3K | 1.14% | 13 |
|
|
2021
Q4 | $3.07M | Buy |
+17,588
| New | +$2.78M | 1.1% | 13 |
|
|
2021
Q1 | $2.27M | Buy |
17,866
+100
| +0.6% | +$12.8K | 0.9% | 17 |
|
|
2020
Q4 | $2.15M | Sell |
17,766
-747
| -4% | -$89.8K | 0.89% | 17 |
|
|
2020
Q3 | $2.16M | Sell |
18,513
-295
| -2% | -$32.2K | 0.84% | 16 |
|
|
2020
Q2 | $1.72M | Buy |
18,808
+124
| +0.7% | +$9.61K | 0.52% | 20 |
|
|
2020
Q1 | $1.13M | Hold |
18,684
| – | – | 0.38% | 25 |
|
|
2019
Q4 | $1.48M | Sell |
18,684
-280
| -1% | -$18K | 0.42% | 30 |
|
|
2019
Q3 | $1.23M | Sell |
18,964
-80
| -0.4% | -$4.18K | 0.35% | 35 |
|
|
2019
Q2 | $942K | Sell |
19,044
-4
| -0% | -$195 | 0.28% | 37 |
|
|
2019
Q1 | $905K | Buy |
19,048
+1,156
| +6% | +$49K | 0.28% | 37 |
|
|
2018
Q4 | $706K | Hold |
17,892
| – | – | 0.4% | 36 |
|
|
2018
Q3 | $674K | Hold |
17,892
| – | – | 0.37% | 38 |
|
|
2018
Q2 | $828K | Hold |
17,892
| – | – | 0.49% | 31 |
|
|
2018
Q1 | $750K | Buy |
17,892
+616
| +4% | +$26.5K | 0.44% | 32 |
|
|
2017
Q4 | $731K | Buy |
+17,276
| New | +$722K | 0.42% | 33 |
|
Other funds holding AAPL
CRM
CNB
COPPSERS
P
WT
Pathway Financial Advisors's AAPL Position: Q2 2026 in Review
Pathway Financial Advisors increased its Apple (AAPL) stake by 3.7% in Q2 2026, buying an estimated $164K and bringing the position to 16,200 shares worth $5M. The position accounts for 0.58% of the portfolio, ranked #23.
Pathway Financial Advisors first reported a position in AAPL in Q4 2017 and has held it in 33 quarters since. The position peaked at $5.77M in Q4 2024. 1,172 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Pathway Financial Advisors held 16,200 shares of Apple worth $5M as of Q2 2026.
- Pathway Financial Advisors bought 575 Apple shares in Q2 2026, an estimated $164K.
- Apple made up 0.58% of Pathway Financial Advisors's portfolio in Q2 2026, its #23 holding.
- Pathway Financial Advisors first reported a position in Apple in Q4 2017 and has held it in 33 quarters since.
- Pathway Financial Advisors's Apple position peaked at $5.77M in Q4 2024.
- 1,172 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Pathway Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.