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PCG Wealth Advisors’s Apple AAPL Stock Holding History

PCG Wealth Advisors’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 		$3.05M Buy
10,544
+171
+2% +$48.9K 0.68% 46
2026
Q1 		$2.63M Buy
10,373
+140
+1% +$36.4K 0.67% 50
2025
Q4 		$2.78M Sell
10,233
-35
-0.3% -$9.4K 0.79% 46
2025
Q3 		$2.61M Buy
10,268
+135
+1% +$30.5K 0.76% 45
2025
Q2 		$2.08M Buy
10,133
+163
+2% +$32.9K 1.06% 29
2025
Q1 		$2.21M Sell
9,970
-30
-0.3% -$6.95K 0.77% 43
2024
Q4 		$2.5M Buy
10,000
+1
+0% +$236 0.92% 35
2024
Q3 		$2.33M Buy
9,999
+573
+6% +$128K 0.9% 36
2024
Q2 		$1.99M Buy
9,426
+907
+11% +$169K 0.86% 39
2024
Q1 		$1.46M Buy
8,519
+352
+4% +$64K 0.69% 46
2023
Q4 		$1.57M Buy
8,167
+197
+2% +$36.4K 0.88% 38
2023
Q3 		$1.36M Buy
7,970
+559
+8% +$103K 0.9% 32
2023
Q2 		$1.44M Buy
7,411
+366
+5% +$63.8K 0.89% 35
2023
Q1 		$1.16M Sell
7,045
-605
-8% -$89.3K 0.73% 35
2022
Q4 		$994K Sell
7,650
-7,752
-50% -$1.11M 0.63% 39
2022
Q3 		$2.13M Buy
15,402
+7,808
+103% +$1.23M 0.76% 36
2022
Q2 		$1.04M Sell
7,594
-100
-1% -$15.1K 0.74% 31
2022
Q1 		$1.34M Buy
7,694
+2,925
+61% +$492K 0.85% 28
2021
Q4 		$848K Buy
+4,769
New +$754K 0.59% 33

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

PCG Wealth Advisors's AAPL Position: Q2 2026 in Review

PCG Wealth Advisors increased its Apple (AAPL) stake by 1.6% in Q2 2026, buying an estimated $48.9K and bringing the position to 10,544 shares worth $3.05M. The position accounts for 0.68% of the portfolio, ranked #46.

PCG Wealth Advisors first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 6,090 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • PCG Wealth Advisors held 10,544 shares of Apple worth $3.05M as of Q2 2026.
  • PCG Wealth Advisors bought 171 Apple shares in Q2 2026, an estimated $48.9K.
  • Apple made up 0.68% of PCG Wealth Advisors's portfolio in Q2 2026, its #46 holding.
  • PCG Wealth Advisors first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 6,090 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on PCG Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.