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
2023 Q4	–	Sell	-2,000	Closed	-$342K	–	342
2023 Q3	$342K	Buy	+2,000	New	+$367K	0.06%	218

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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.