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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
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 $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Penney Financial's AAPL Position: Q2 2026 in Review

Penney Financial increased its Apple (AAPL) stake by 0.03% in Q2 2026, buying an estimated $858 and bringing the position to 8,892 shares worth $2.57M. The position accounts for 0.9% of the portfolio, ranked #19.

Penney Financial first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 3,330 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Penney Financial held 8,892 shares of Apple worth $2.57M as of Q2 2026.
  • Penney Financial bought 3 Apple shares in Q2 2026, an estimated $858.
  • Apple made up 0.9% of Penney Financial's portfolio in Q2 2026, its #19 holding.
  • Penney Financial first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • 3,330 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Penney Financial's 13F filing for Q2 2026, filed 22 Jul 2026.