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Perigon Wealth Management’s Apple AAPL Stock Holding History

Perigon Wealth Management’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 		– Hold
0
– -$85.8K – 1436
2026
Q1 		– Hold
0
– – – 1265
2024
Q3 		– Hold
0
– -$260K – 993
2024
Q2 		– Hold
0
– – – 745
2021
Q2 		– Sell
-8,800
Closed -$207K – 514
2021
Q1 		$207K Sell
8,800
-4,600
-34% -$590K 0.02% 469
2020
Q4 		$489K Buy
13,400
+2,900
+28% +$349K 0.06% 253
2020
Q3 		$266K Buy
10,500
+2,100
+25% +$229K 0.04% 316
2020
Q2 		$332K Buy
+8,400
New +$651K 0.05% 251
2020
Q1 		– Sell
-1,600
Closed -$49K – 319
2019
Q4 		$49K Buy
+1,600
New +$103K 0.01% 266

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

Perigon Wealth Management's AAPL Position: Q2 2026 in Review

Perigon Wealth Management increased its Apple (AAPL) stake by 0.28% in Q2 2026, buying an estimated $920K and bringing the position to 1,136,862 shares worth $329M. The position accounts for 5.18% of the portfolio, ranked #2.

Perigon Wealth Management first reported a position in AAPL in Q4 2013 and has held it in 51 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Perigon Wealth Management held 1,136,862 shares of Apple worth $329M as of Q2 2026.
  • Perigon Wealth Management bought 3,217 Apple shares in Q2 2026, an estimated $920K.
  • Apple made up 5.18% of Perigon Wealth Management's portfolio in Q2 2026, its #2 holding.
  • Perigon Wealth Management first reported a position in Apple in Q4 2013 and has held it in 51 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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