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Perennial Advisors’s Apple AAPL Stock Holding History

Perennial 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
2020
Q1 		– Sell
-2,800
Closed -$205K – 88
2019
Q4 		$205K Buy
+2,800
New +$180K 0.1% 76

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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.