Patriot Financial Group Insurance Agency’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 | $25.7M | Sell |
88,697
-84,481
| -49% | -$24.2M | 2.63% | 1 |
|
|
2026
Q1 | $44M | Buy |
173,178
+95,741
| +124% | +$24.9M | 2.48% | 1 |
|
|
2025
Q4 | $21.1M | Buy |
77,437
+955
| +1% | +$256K | 2.5% | 2 |
|
|
2025
Q3 | $19.5M | Sell |
76,482
-2,403
| -3% | -$543K | 2.49% | 3 |
|
|
2025
Q2 | $16.2M | Buy |
78,885
+5,774
| +8% | +$1.17M | 1.86% | 4 |
|
|
2025
Q1 | $16.2M | Buy |
73,111
+309
| +0.4% | +$71.6K | 2.18% | 3 |
|
|
2024
Q4 | $18.2M | Sell |
72,802
-871
| -1% | -$205K | 2.44% | 4 |
|
|
2024
Q3 | $17.2M | Sell |
73,673
-2,680
| -4% | -$598K | 2.31% | 4 |
|
|
2024
Q2 | $16.1M | Sell |
76,353
-1,275
| -2% | -$238K | 2.37% | 5 |
|
|
2024
Q1 | $13.3M | Buy |
77,628
+514
| +0.7% | +$93.5K | 2.12% | 5 |
|
|
2023
Q4 | $14.8M | Sell |
77,114
-1,405
| -2% | -$259K | 2.8% | 3 |
|
|
2023
Q3 | $13.4M | Sell |
78,519
-969
| -1% | -$178K | 2.78% | 3 |
|
|
2023
Q2 | $15.4M | Sell |
79,488
-1,111
| -1% | -$194K | 2.91% | 3 |
|
|
2023
Q1 | $13.3M | Buy |
80,599
+2,826
| +4% | +$417K | 2.7% | 3 |
|
|
2022
Q4 | $10.1M | Sell |
77,773
-1,010
| -1% | -$144K | 1.36% | 5 |
|
|
2022
Q3 | $10.9M | Sell |
78,783
-610
| -0.8% | -$95.7K | 2.65% | 3 |
|
|
2022
Q2 | $10.9M | Sell |
79,393
-5,163
| -6% | -$782K | 2.2% | 4 |
|
|
2022
Q1 | $14.8M | Sell |
84,556
-7,814
| -8% | -$1.31M | 2.63% | 3 |
|
|
2021
Q4 | $16.4M | Sell |
92,370
-10,924
| -11% | -$1.73M | 2.72% | 3 |
|
|
2021
Q3 | $14.6M | Sell |
103,294
-5,703
| -5% | -$840K | 2.59% | 3 |
|
|
2021
Q2 | $14.9M | Buy |
108,997
+9,476
| +10% | +$1.23M | 2.73% | 3 |
|
|
2021
Q1 | $12.2M | Sell |
99,521
-14,396
| -13% | -$1.85M | 2.79% | 2 |
|
|
2020
Q4 | $15.1M | Buy |
113,917
+21,091
| +23% | +$2.54M | 3.79% | 2 |
|
|
2020
Q3 | $10.8M | Sell |
92,826
-2,154
| -2% | -$235K | 3.5% | 2 |
|
|
2020
Q2 | $8.66M | Buy |
94,980
+1,168
| +1% | +$90.5K | 3.31% | 3 |
|
|
2020
Q1 | $5.96M | Sell |
93,812
-2,300
| -2% | -$169K | 2.72% | 4 |
|
|
2019
Q4 | $7.06M | Sell |
96,112
-1,436
| -1% | -$92.4K | 2.65% | 5 |
|
|
2019
Q3 | $5.46M | Sell |
97,548
-9,620
| -9% | -$503K | 2.46% | 5 |
|
|
2019
Q2 | $5.43M | Buy |
107,168
+1,564
| +1% | +$76.2K | 2.34% | 6 |
|
|
2019
Q1 | $5.01M | Buy |
105,604
+16,536
| +19% | +$701K | 2.57% | 6 |
|
|
2018
Q4 | $3.51M | Buy |
89,068
+12,924
| +17% | +$627K | 2.31% | 7 |
|
|
2018
Q3 | $4.3M | Buy |
76,144
+63,820
| +518% | +$3.32M | 2.56% | 6 |
|
|
2018
Q2 | $570K | Sell |
12,324
-68,024
| -85% | -$3.08M | 0.61% | 30 |
|
|
2018
Q1 | $3.35M | Buy |
80,348
+14,552
| +22% | +$626K | 2.48% | 5 |
|
|
2017
Q4 | $2.86M | Buy |
65,796
+16,804
| +34% | +$702K | 2.14% | 9 |
|
|
2017
Q3 | $1.91M | Buy |
48,992
+7,064
| +17% | +$274K | 1.7% | 10 |
|
|
2017
Q2 | $1.52M | Buy |
41,928
+1,632
| +4% | +$60.3K | 1.58% | 9 |
|
|
2017
Q1 | $1.45M | Buy |
40,296
+2,316
| +6% | +$76.3K | 1.53% | 10 |
|
|
2016
Q4 | $1.14M | Buy |
+37,980
| New | +$1.08M | 1.56% | 9 |
|
Other funds holding AAPL
Patriot Financial Group Insurance Agency's AAPL Position: Q2 2026 in Review
Patriot Financial Group Insurance Agency reduced its Apple (AAPL) stake by 49% in Q2 2026, selling an estimated $24.2M and leaving 88,697 shares worth $25.7M. The position accounts for 2.63% of the portfolio, ranked #1.
Patriot Financial Group Insurance Agency first reported a position in AAPL in Q4 2016 and has held it in 39 quarters since. The position peaked at $44M in Q1 2026. 6,095 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Patriot Financial Group Insurance Agency held 88,697 shares of Apple worth $25.7M as of Q2 2026.
- Patriot Financial Group Insurance Agency sold 84,481 Apple shares in Q2 2026, an estimated $24.2M.
- Apple made up 2.63% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #1 holding.
- Patriot Financial Group Insurance Agency first reported a position in Apple in Q4 2016 and has held it in 39 quarters since.
- Patriot Financial Group Insurance Agency's Apple position peaked at $44M in Q1 2026.
- 6,095 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.