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Perennial Investment Advisors’s Apple AAPL Stock Holding History

Perennial Investment 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 		$49M Buy
169,271
+1,744
+1% +$499K 3.25% 7
2026
Q1 		$42.5M Buy
167,527
+3,736
+2% +$972K 3.39% 6
2025
Q4 		$44.5M Sell
163,791
-450
-0.3% -$121K 3.51% 7
2025
Q3 		$41.8M Buy
164,241
+4,577
+3% +$1.03M 3.45% 7
2025
Q2 		$32.8M Sell
159,664
-6,934
-4% -$1.4M 3.16% 5
2025
Q1 		$37M Buy
166,598
+2,394
+1% +$555K 4.16% 3
2024
Q4 		$41.1M Sell
164,204
-4,613
-3% -$1.09M 4.84% 2
2024
Q3 		$39.3M Sell
168,817
-141
-0.1% -$31.5K 5.1% 3
2024
Q2 		$35.6M Buy
168,958
+728
+0.4% +$136K 5.08% 3
2024
Q1 		$28.8M Sell
168,230
-4,135
-2% -$752K 4.38% 3
2023
Q4 		$33M Sell
172,365
-423
-0.2% -$78.1K 5.47% 3
2023
Q3 		$29.6M Buy
172,788
+1,040
+0.6% +$191K 5.34% 3
2023
Q2 		$33.3M Buy
171,748
+573
+0.3% +$99.8K 5.86% 3
2023
Q1 		$28.2M Buy
171,175
+22,902
+15% +$3.38M 5.25% 2
2022
Q4 		$19.3M Sell
148,273
-7,309
-5% -$1.04M 7.83% 1
2022
Q3 		$21.5M Sell
155,582
-30,769
-17% -$4.83M 9.76% 1
2022
Q2 		$25.5M Sell
186,351
-7,242
-4% -$1.1M 9.95% 1
2022
Q1 		$33.8M Buy
193,593
+851
+0.4% +$143K 10.69% 1
2021
Q4 		$34.2M Buy
192,742
+1,599
+0.8% +$253K 10.7% 1
2021
Q3 		$27M Buy
191,143
+4,242
+2% +$625K 9.57% 1
2021
Q2 		$25.6M Buy
186,901
+10,863
+6% +$1.41M 9.34% 1
2021
Q1 		$21.5M Sell
176,038
-2,983
-2% -$383K 8.49% 1
2020
Q4 		$23.8M Sell
179,021
-518
-0.3% -$62.3K 10.17% 1
2020
Q3 		$20.8M Buy
179,539
+9,851
+6% +$1.07M 10.43% 1
2020
Q2 		$15.5M Sell
169,688
-12,772
-7% -$990K 10.47% 1
2020
Q1 		$11.6M Sell
182,460
-1,020
-0.6% -$75K 10.31% 1
2019
Q4 		$13.5M Buy
+183,480
New +$11.8M 10.62% 1

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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

Perennial Investment Advisors's AAPL Position: Q2 2026 in Review

Perennial Investment Advisors increased its Apple (AAPL) stake by 1% in Q2 2026, buying an estimated $499K and bringing the position to 169,271 shares worth $49M. The position accounts for 3.25% of the portfolio, ranked #7.

Perennial Investment Advisors first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. 6,136 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Perennial Investment Advisors held 169,271 shares of Apple worth $49M as of Q2 2026.
  • Perennial Investment Advisors bought 1,744 Apple shares in Q2 2026, an estimated $499K.
  • Apple made up 3.25% of Perennial Investment Advisors's portfolio in Q2 2026, its #7 holding.
  • Perennial Investment Advisors first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • 6,136 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.