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Peterson Wealth Services’s Apple AAPL Stock Holding History

Peterson Wealth Services’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 		$27M Sell
93,355
-52
-0.1% -$14.9K 5.89% 3
2026
Q1 		$23.7M Buy
93,407
+496
+0.5% +$129K 5.86% 2
2025
Q4 		$25.3M Buy
92,911
+91,786
+8,159% +$24.6M 6.46% 2
2025
Q3 		$24.1M Sell
1,125
-96,263
-99% -$21.7M 5.94% 3
2025
Q2 		$20M Sell
97,388
-2,555
-3% -$516K 5.47% 3
2025
Q1 		$22.2M Buy
99,943
+1,896
+2% +$439K 6.88% 2
2024
Q4 		$24.6M Sell
98,047
-747
-0.8% -$176K 7.37% 1
2024
Q3 		$23M Buy
98,794
+1,411
+1% +$315K 7.35% 1
2024
Q2 		$20.5M Buy
97,383
+1,126
+1% +$210K 7.17% 1
2024
Q1 		$16.5M Buy
96,257
+1,688
+2% +$307K 6.01% 1
2023
Q4 		$18.2M Buy
+94,569
New +$17.5M 7.81% 1
2023
Q3 		– Sell
-86,521
Closed -$16.8M – 64
2023
Q2 		$16.8M Buy
86,521
+443
+0.5% +$77.2K 8.06% 1
2023
Q1 		$14.2M Buy
86,078
+5,062
+6% +$747K 7.3% 1
2022
Q4 		$10.5M Buy
81,016
+708
+0.9% +$101K 6.03% 2
2022
Q3 		$11.1M Buy
80,308
+2,683
+3% +$421K 7.87% 1
2022
Q2 		$10.6M Buy
77,625
+1,443
+2% +$219K 7.65% 1
2022
Q1 		$13.3M Buy
76,182
+1,365
+2% +$230K 8.18% 1
2021
Q4 		$13.3M Buy
+74,817
New +$11.8M 8.81% 1

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Peterson Wealth Services's AAPL Position: Q2 2026 in Review

Peterson Wealth Services reduced its Apple (AAPL) stake by 0.06% in Q2 2026, selling an estimated $14.9K and leaving 93,355 shares worth $27M. The position accounts for 5.89% of the portfolio, ranked #3.

Peterson Wealth Services first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Peterson Wealth Services held 93,355 shares of Apple worth $27M as of Q2 2026.
  • Peterson Wealth Services sold 52 Apple shares in Q2 2026, an estimated $14.9K.
  • Apple made up 5.89% of Peterson Wealth Services's portfolio in Q2 2026, its #3 holding.
  • Peterson Wealth Services first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.