Penney Financial
AAPL icon

Penney Financial’s Apple AAPL Stock Holding History

Penney Financial’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
Q3 		$1.64M Sell
4,917
-3,975
-45% -$1.28M 0.48% 19
2026
Q2 		$2.57M Buy
8,892
+3
+0% +$858 0.9% 19
2026
Q1 		$2.26M Buy
8,889
+2
+0% +$521 0.87% 22
2025
Q4 		$2.42M Buy
8,887
+436
+5% +$117K 0.93% 22
2025
Q3 		$2.15M Buy
8,451
+493
+6% +$111K 0.96% 19
2025
Q2 		$1.63M Buy
7,958
+102
+1% +$20.6K 0.83% 19
2025
Q1 		$1.75M Buy
7,856
+2
+0% +$463 1.15% 12
2024
Q4 		$1.97M Buy
7,854
+2
+0% +$471 1.32% 12
2024
Q3 		$1.83M Buy
7,852
+124
+2% +$27.7K 1.25% 12
2024
Q2 		$1.63M Buy
7,728
+2
+0% +$373 1.19% 12
2024
Q1 		$1.32M Buy
7,726
+3
+0% +$545 0.98% 13
2023
Q4 		$1.49M Buy
+7,723
New +$1.43M 1.23% 11

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Penney Financial's AAPL Position: Q3 2026 in Review

Penney Financial reduced its Apple (AAPL) stake by 45% in Q3 2026, selling an estimated $1.28M and leaving 4,917 shares worth $1.64M. The position accounts for 0.48% of the portfolio, ranked #19.

Penney Financial first reported a position in AAPL in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.57M in Q2 2026. 3,331 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Penney Financial held 4,917 shares of Apple worth $1.64M as of Q3 2026.
  • Penney Financial sold 3,975 Apple shares in Q3 2026, an estimated $1.28M.
  • Apple made up 0.48% of Penney Financial's portfolio in Q3 2026, its #19 holding.
  • Penney Financial first reported a position in Apple in Q4 2023 and has held it in 12 quarters since.
  • Penney Financial's Apple position peaked at $2.57M in Q2 2026.
  • 3,331 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Penney Financial's 13F filing for Q3 2026, filed 20 Oct 2026.