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Pension & Wealth Management Advisors’s Apple AAPL Stock Holding History

Pension & Wealth Management 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 		$4.83M Sell
16,683
-8,199
-33% -$2.35M 1.3% 12
2026
Q1 		$6.31M Sell
24,882
-208
-0.8% -$54.1K 1.87% 11
2025
Q4 		$6.82M Buy
25,090
+10,156
+68% +$2.73M 2.02% 9
2025
Q3 		$3.8M Sell
14,934
-313
-2% -$70.7K 1.2% 14
2025
Q2 		$3.13M Sell
15,247
-887
-5% -$179K 1.05% 17
2025
Q1 		$3.58M Buy
16,134
+1,990
+14% +$461K 1.33% 14
2024
Q4 		$3.54M Buy
14,144
+1,066
+8% +$251K 1.41% 11
2024
Q3 		$3.05M Buy
13,078
+439
+3% +$98K 1.56% 13
2024
Q2 		$2.66M Sell
12,639
-133
-1% -$24.8K 1.53% 14
2024
Q1 		$2.19M Sell
12,772
-568
-4% -$103K 1.44% 17
2023
Q4 		$2.57M Buy
13,340
+339
+3% +$62.6K 1.62% 12
2023
Q3 		$2.23M Buy
13,001
+4,359
+50% +$799K 1.6% 16
2023
Q2 		$2.49M Sell
8,642
-4,572
-35% -$797K 1.84% 12
2023
Q1 		$2.18M Buy
13,214
+243
+2% +$35.9K 1.72% 13
2022
Q4 		$1.69M Buy
+12,971
New +$1.85M 1.44% 15

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Pension & Wealth Management Advisors's AAPL Position: Q2 2026 in Review

Pension & Wealth Management Advisors reduced its Apple (AAPL) stake by 33% in Q2 2026, selling an estimated $2.35M and leaving 16,683 shares worth $4.83M. The position accounts for 1.3% of the portfolio, ranked #12.

Pension & Wealth Management Advisors first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.82M in Q4 2025. 5,890 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Pension & Wealth Management Advisors held 16,683 shares of Apple worth $4.83M as of Q2 2026.
  • Pension & Wealth Management Advisors sold 8,199 Apple shares in Q2 2026, an estimated $2.35M.
  • Apple made up 1.3% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #12 holding.
  • Pension & Wealth Management Advisors first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • Pension & Wealth Management Advisors's Apple position peaked at $6.82M in Q4 2025.
  • 5,890 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.