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Paul R. Ried Financial Group’s Apple AAPL Stock Holding History

Paul R. Ried Financial Group’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 		$8.02M Sell
27,727
-1,449
-5% -$414K 3.5% 10
2026
Q1 		$7.4M Sell
29,176
-1,909
-6% -$497K 3.44% 10
2025
Q4 		$8.45M Sell
31,085
-6,597
-18% -$1.77M 3.99% 9
2025
Q3 		$9.59M Sell
37,682
-762
-2% -$172K 4.85% 8
2025
Q2 		$7.89M Sell
38,444
-6,460
-14% -$1.3M 4.77% 8
2025
Q1 		$9.97M Buy
44,904
+169
+0.4% +$39.2K 6.95% 7
2024
Q4 		$11.2M Buy
+44,735
New +$10.5M 7.86% 7

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Paul R. Ried Financial Group's AAPL Position: Q2 2026 in Review

Paul R. Ried Financial Group reduced its Apple (AAPL) stake by 5% in Q2 2026, selling an estimated $414K and leaving 27,727 shares worth $8.02M. The position accounts for 3.5% of the portfolio, ranked #10.

Paul R. Ried Financial Group first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.2M in Q4 2024. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Paul R. Ried Financial Group held 27,727 shares of Apple worth $8.02M as of Q2 2026.
  • Paul R. Ried Financial Group sold 1,449 Apple shares in Q2 2026, an estimated $414K.
  • Apple made up 3.5% of Paul R. Ried Financial Group's portfolio in Q2 2026, its #10 holding.
  • Paul R. Ried Financial Group first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • Paul R. Ried Financial Group's Apple position peaked at $11.2M in Q4 2024.
  • 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Paul R. Ried Financial Group's 13F filing for Q2 2026, filed 7 Jul 2026.