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PAX Financial Group’s Apple AAPL Stock Holding History

PAX 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
Q1 		$4.95M Buy
19,522
+936
+5% +$244K 0.85% 30
2025
Q4 		$5.05M Sell
18,586
-11
-0.1% -$2.95K 0.87% 33
2025
Q3 		$4.74M Sell
18,597
-1,247
-6% -$282K 0.85% 31
2025
Q2 		$4.07M Sell
19,844
-15,458
-44% -$3.12M 0.78% 38
2025
Q1 		$7.84M Buy
35,302
+2,839
+9% +$658K 1.39% 13
2024
Q4 		$8.13M Buy
32,463
+1,571
+5% +$370K 1.45% 15
2024
Q3 		$7.2M Buy
30,892
+11,203
+57% +$2.5M 1.29% 18
2024
Q2 		$4.15M Buy
19,689
+5,504
+39% +$1.03M 0.81% 31
2024
Q1 		$2.43M Buy
14,185
+786
+6% +$143K 0.49% 51
2023
Q4 		$2.52M Buy
13,399
+1,554
+13% +$287K 0.52% 48
2023
Q3 		$2.03M Buy
11,845
+2
+0% +$367 0.46% 48
2023
Q2 		$2.3M Sell
11,843
-344
-3% -$59.9K 0.52% 39
2023
Q1 		$2.01M Sell
12,187
-96
-0.8% -$14.2K 0.48% 42
2022
Q4 		$1.6M Sell
12,283
-1,395
-10% -$199K 0.41% 47
2022
Q3 		$1.89M Sell
13,678
-427
-3% -$67K 0.48% 45
2022
Q2 		$1.93M Sell
14,105
-5,038
-26% -$763K 0.49% 42
2022
Q1 		$3.34M Sell
19,143
-2,977
-13% -$501K 0.78% 27
2021
Q4 		$3.93M Sell
22,120
-789
-3% -$125K 0.88% 23
2021
Q3 		$3.24M Sell
22,909
-541
-2% -$79.6K 0.79% 24
2021
Q2 		$3.21M Buy
23,450
+486
+2% +$63K 0.81% 22
2021
Q1 		$2.81M Buy
22,964
+4,939
+27% +$634K 0.79% 23
2020
Q4 		$2.39M Buy
18,025
+1,996
+12% +$240K 0.75% 25
2020
Q3 		$1.86M Sell
16,029
-1,779
-10% -$194K 0.65% 27
2020
Q2 		$1.62M Buy
17,808
+1,072
+6% +$83.1K 0.62% 29
2020
Q1 		$1.18M Buy
16,736
+3,872
+30% +$285K 0.51% 32
2019
Q4 		$1.03M Buy
+12,864
New +$828K 0.44% 37

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

PAX Financial Group's AAPL Position: Q1 2026 in Review

PAX Financial Group increased its Apple (AAPL) stake by 5% in Q1 2026, buying an estimated $244K and bringing the position to 19,522 shares worth $4.95M. The position accounts for 0.85% of the portfolio, ranked #30.

PAX Financial Group first reported a position in AAPL in Q4 2019 and has held it in 26 quarters since. The position peaked at $8.13M in Q4 2024. 6,077 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • PAX Financial Group held 19,522 shares of Apple worth $4.95M as of Q1 2026.
  • PAX Financial Group bought 936 Apple shares in Q1 2026, an estimated $244K.
  • Apple made up 0.85% of PAX Financial Group's portfolio in Q1 2026, its #30 holding.
  • PAX Financial Group first reported a position in Apple in Q4 2019 and has held it in 26 quarters since.
  • PAX Financial Group's Apple position peaked at $8.13M in Q4 2024.
  • 6,077 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on PAX Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.