Perennial Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $35.2M | Sell |
121,530
-1,016
| -0.8% | -$291K | 5.42% | 1 |
|
|
2026
Q1 | $31.1M | Buy |
122,546
+568
| +0.5% | +$148K | 5.3% | 1 |
|
|
2025
Q4 | $33.2M | Buy |
121,978
+535
| +0.4% | +$144K | 5.56% | 2 |
|
|
2025
Q3 | $30.9M | Buy |
121,443
+148
| +0.1% | +$33.4K | 5.36% | 2 |
|
|
2025
Q2 | $24.9M | Sell |
121,295
-2,725
| -2% | -$550K | 4.62% | 2 |
|
|
2025
Q1 | $27.5M | Sell |
124,020
-1,801
| -1% | -$417K | 5.5% | 2 |
|
|
2024
Q4 | $31.5M | Buy |
+125,821
| New | +$29.7M | 6.86% | 2 |
|
|
2024
Q2 | $26.9M | Sell |
127,724
-2,283
| -2% | -$426K | 6.03% | 2 |
|
|
2024
Q1 | $22.3M | Sell |
130,007
-1,450
| -1% | -$264K | 5.19% | 2 |
|
|
2023
Q4 | $25.3M | Sell |
131,457
-349
| -0.3% | -$64.4K | 6.22% | 2 |
|
|
2023
Q3 | $22.6M | Buy |
131,806
+595
| +0.5% | +$109K | 6.09% | 2 |
|
|
2023
Q2 | $25.5M | Buy |
131,211
+9,467
| +8% | +$1.65M | 6.49% | 2 |
|
|
2023
Q1 | $20.1M | Buy |
121,744
+804
| +0.7% | +$119K | 5.74% | 2 |
|
|
2022
Q4 | $15.7M | Sell |
120,940
-4,085
| -3% | -$584K | 5% | 2 |
|
|
2022
Q3 | $17.3M | Sell |
125,025
-609
| -0.5% | -$95.6K | 5.67% | 1 |
|
|
2022
Q2 | $17.2M | Buy |
125,634
+1,990
| +2% | +$301K | 5.34% | 1 |
|
|
2022
Q1 | $21.6M | Buy |
123,644
+3,962
| +3% | +$666K | 5.73% | 1 |
|
|
2021
Q4 | $21.3M | Buy |
119,682
+664
| +0.6% | +$105K | 5.73% | 1 |
|
|
2021
Q3 | $16.8M | Sell |
119,018
-2,194
| -2% | -$323K | 4.96% | 1 |
|
|
2021
Q2 | $16.6M | Sell |
121,212
-1,303
| -1% | -$169K | 4.82% | 1 |
|
|
2021
Q1 | $15M | Sell |
122,515
-5,080
| -4% | -$652K | 4.71% | 1 |
|
|
2020
Q4 | $16.9M | Sell |
127,595
-1,113
| -0.9% | -$134K | 5.96% | 1 |
|
|
2020
Q3 | $14.9M | Sell |
128,708
-1,380
| -1% | -$151K | 6.1% | 1 |
|
|
2020
Q2 | $11.9M | Sell |
130,088
-392
| -0.3% | -$30.4K | 5.04% | 1 |
|
|
2020
Q1 | $8.29M | Buy |
130,480
+2,660
| +2% | +$196K | 4.62% | 2 |
|
|
2019
Q4 | $9.38M | Sell |
127,820
-4,448
| -3% | -$286K | 4.51% | 2 |
|
|
2019
Q3 | $7.41M | Sell |
132,268
-176
| -0.1% | -$9.2K | 3.84% | 2 |
|
|
2019
Q2 | $6.55M | Sell |
132,444
-2,892
| -2% | -$141K | 3.49% | 4 |
|
|
2019
Q1 | $6.43M | Buy |
135,336
+9,524
| +8% | +$404K | 3.65% | 2 |
|
|
2018
Q4 | $4.96M | Buy |
125,812
+2,772
| +2% | +$134K | 3.21% | 2 |
|
|
2018
Q3 | $6.94M | Sell |
123,040
-1,884
| -2% | -$98.1K | 4% | 2 |
|
|
2018
Q2 | $5.78M | Buy |
124,924
+1,316
| +1% | +$59.7K | 3.56% | 2 |
|
|
2018
Q1 | $5.18M | Sell |
123,608
-2,608
| -2% | -$112K | 3.27% | 2 |
|
|
2017
Q4 | $5.34M | Buy |
126,216
+1,212
| +1% | +$50.6K | 3.32% | 2 |
|
|
2017
Q3 | $4.82M | Buy |
125,004
+152
| +0.1% | +$5.9K | 3.26% | 2 |
|
|
2017
Q2 | $4.5M | Buy |
124,852
+3,228
| +3% | +$119K | 3.26% | 2 |
|
|
2017
Q1 | $4.37M | Sell |
121,624
-10,948
| -8% | -$361K | 3.36% | 2 |
|
|
2016
Q4 | $3.84M | Buy |
+132,572
| New | +$3.76M | 3.19% | 2 |
|
Other funds holding AAPL
Perennial Advisors's AAPL Position: Q2 2026 in Review
Perennial Advisors reduced its Apple (AAPL) stake by 0.83% in Q2 2026, selling an estimated $291K and leaving 121,530 shares worth $35.2M. The position accounts for 5.42% of the portfolio, ranked #1.
Perennial Advisors first reported a position in AAPL in Q4 2016 and has held it in 38 quarters since. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Perennial Advisors held 121,530 shares of Apple worth $35.2M as of Q2 2026.
- Perennial Advisors sold 1,016 Apple shares in Q2 2026, an estimated $291K.
- Apple made up 5.42% of Perennial Advisors's portfolio in Q2 2026, its #1 holding.
- Perennial Advisors first reported a position in Apple in Q4 2016 and has held it in 38 quarters since.
- 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Perennial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.