PPWM
AAPL icon

Perissos Private Wealth Management’s Apple AAPL Stock Holding History

Perissos Private 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 		$464K Sell
1,604
-57
-3% -$16.3K 0.31% 49
2026
Q1 		$421K Buy
1,661
+832
+100% +$217K 0.37% 48
2025
Q4 		$225K Buy
829
+6
+0.7% +$1.61K 0.19% 69
2025
Q3 		$210K Sell
823
-1,462
-64% -$330K 0.15% 79
2025
Q2 		$469K Sell
2,285
-228
-9% -$46K 0.37% 49
2025
Q1 		$558K Sell
2,513
-10,417
-81% -$2.41M 0.51% 44
2024
Q4 		$3.24M Sell
12,930
-13
-0.1% -$3.06K 2.42% 8
2024
Q3 		$3.02M Buy
12,943
+3,737
+41% +$835K 2.42% 10
2024
Q2 		$1.94M Sell
9,206
-137
-1% -$25.5K 1.74% 16
2024
Q1 		$1.6M Buy
+9,343
New +$1.7M 1.45% 23

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

Perissos Private Wealth Management's AAPL Position: Q2 2026 in Review

Perissos Private Wealth Management reduced its Apple (AAPL) stake by 3.4% in Q2 2026, selling an estimated $16.3K and leaving 1,604 shares worth $464K. The position accounts for 0.31% of the portfolio, ranked #49.

Perissos Private Wealth Management first reported a position in AAPL in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.24M in Q4 2024. 6,135 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Perissos Private Wealth Management held 1,604 shares of Apple worth $464K as of Q2 2026.
  • Perissos Private Wealth Management sold 57 Apple shares in Q2 2026, an estimated $16.3K.
  • Apple made up 0.31% of Perissos Private Wealth Management's portfolio in Q2 2026, its #49 holding.
  • Perissos Private Wealth Management first reported a position in Apple in Q1 2024 and has held it in 10 quarters since.
  • Perissos Private Wealth Management's Apple position peaked at $3.24M in Q4 2024.
  • 6,135 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Perissos Private Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.