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Peak Financial Advisors’s Apple AAPL Stock Holding History

Peak Financial 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 		$1.32M Hold
4,570
– – 0.55% 42
2026
Q1 		$1.16M Buy
4,570
+2
+0% +$521 0.51% 41
2025
Q4 		$1.24M Sell
4,568
-79
-2% -$21.2K 0.56% 41
2025
Q3 		$1.18M Sell
4,647
-11,130
-71% -$2.51M 0.57% 38
2025
Q2 		$3.24M Sell
15,777
-1,946
-11% -$393K 1.66% 14
2025
Q1 		$3.94M Buy
17,723
+840
+5% +$195K 2% 10
2024
Q4 		$4.23M Buy
16,883
+12,020
+247% +$2.83M 2.2% 10
2024
Q3 		$1.13M Sell
4,863
-5
-0.1% -$1.12K 0.58% 40
2024
Q2 		$1.03M Sell
4,868
-15,032
-76% -$2.8M 0.59% 40
2024
Q1 		$3.41M Buy
19,900
+2,301
+13% +$418K 2.08% 11
2023
Q4 		$3.39M Buy
17,599
+3,603
+26% +$665K 2.26% 10
2023
Q3 		$2.4M Buy
13,996
+1,629
+13% +$299K 2.59% 13
2023
Q2 		$2.4M Sell
12,367
-3,955
-24% -$689K 1.88% 17
2023
Q1 		$2.69M Buy
16,322
+11,161
+216% +$1.65M 2.27% 12
2022
Q4 		$671K Sell
5,161
-124
-2% -$17.7K 0.61% 34
2022
Q3 		$730K Sell
5,285
-16
-0.3% -$2.51K 0.9% 33
2022
Q2 		$725K Sell
5,301
-334
-6% -$50.6K 0.72% 36
2022
Q1 		$984K Buy
5,635
+2
+0% +$336 0.84% 37
2021
Q4 		$1M Sell
5,633
-45
-0.8% -$7.11K 0.77% 32
2021
Q3 		$803K Buy
5,678
+42
+0.7% +$6.18K 0.71% 32
2021
Q2 		$772K Buy
5,636
+34
+0.6% +$4.41K 0.66% 39
2021
Q1 		$684K Sell
5,602
-38
-0.7% -$4.88K 0.58% 43
2020
Q4 		$748K Buy
+5,640
New +$678K 0.64% 40

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Peak Financial Advisors's AAPL Position: Q2 2026 in Review

Peak Financial Advisors held its Apple (AAPL) position steady in Q2 2026 at 4,570 shares worth $1.32M. The position accounts for 0.55% of the portfolio, ranked #42.

Peak Financial Advisors first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.23M in Q4 2024. 1,328 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Peak Financial Advisors held 4,570 shares of Apple worth $1.32M as of Q2 2026.
  • Peak Financial Advisors left its Apple share count unchanged in Q2 2026.
  • Apple made up 0.55% of Peak Financial Advisors's portfolio in Q2 2026, its #42 holding.
  • Peak Financial Advisors first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • Peak Financial Advisors's Apple position peaked at $4.23M in Q4 2024.
  • 1,328 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Peak Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.