Perryman Financial Advisory’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$56.7M Sell
196,075
-105
-0.1% -$30K 7.55% 2
2026
Q1
$49.8M Sell
196,180
-4,312
-2% -$1.12M 7.46% 2
2025
Q4
$54.5M Buy
+200,492
New +$53.8M 8% 2

Other funds holding AAPL

Perryman Financial Advisory's AAPL Position: Q2 2026 in Review

Perryman Financial Advisory reduced its Apple (AAPL) stake by 0.05% in Q2 2026, selling an estimated $30K and leaving 196,075 shares worth $56.7M. The position accounts for 7.55% of the portfolio, ranked #2.

Perryman Financial Advisory first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Perryman Financial Advisory held 196,075 shares of Apple worth $56.7M as of Q2 2026.
  • Perryman Financial Advisory sold 105 Apple shares in Q2 2026, an estimated $30K.
  • Apple made up 7.55% of Perryman Financial Advisory's portfolio in Q2 2026, its #2 holding.
  • Perryman Financial Advisory first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
  • 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Perryman Financial Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.