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Petix & Botte Financial’s Apple AAPL Stock Holding History

Petix & Botte Financial’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 		$6.77M Buy
23,409
+11,747
+101% +$3.36M 1.36% 24
2026
Q1 		$5.93M Sell
11,662
-15,774
-57% -$4.11M 1.32% 26
2025
Q4 		$7.46M Sell
27,436
-1,554
-5% -$417K 1.69% 22
2025
Q3 		$7.38M Sell
28,990
-1,864
-6% -$421K 1.7% 23
2025
Q2 		$6.33M Buy
30,854
+8
+0% +$1.62K 1.55% 24
2025
Q1 		$6.85M Sell
30,846
-215
-0.7% -$49.8K 1.8% 19
2024
Q4 		$7.78M Sell
31,061
-592
-2% -$140K 2.05% 16
2024
Q3 		$7.38M Buy
31,653
+229
+0.7% +$51.1K 1.96% 14
2024
Q2 		$6.62M Buy
31,424
+12,650
+67% +$2.36M 1.87% 16
2024
Q1 		$3.22M Sell
18,774
-10,554
-36% -$1.92M 0.8% 41
2023
Q4 		$5.65M Buy
29,328
+8
+0% +$1.48K 1.66% 18
2023
Q3 		$5.02M Buy
29,320
+9
+0% +$1.65K 1.58% 19
2023
Q2 		$5.69M Buy
29,311
+15,065
+106% +$2.63M 1.76% 16
2023
Q1 		$2.35M Buy
+14,246
New +$2.1M 1.58% 20
2022
Q3 		$2.08M Buy
15,035
+554
+4% +$87K 1.58% 19
2022
Q2 		$1.98M Sell
14,481
-14,991
-51% -$2.27M 1.46% 20
2022
Q1 		$5.15M Buy
29,472
+13,578
+85% +$2.28M 1.59% 20
2021
Q4 		$2.82M Sell
15,894
-15,719
-50% -$2.48M 1.8% 15
2021
Q3 		$4.47M Buy
31,613
+16,992
+116% +$2.5M 1.51% 17
2021
Q2 		$2M Sell
14,621
-319
-2% -$41.3K 1.4% 19
2021
Q1 		$1.82M Buy
14,940
+19
+0.1% +$2.44K 1.35% 20
2020
Q4 		$1.98M Buy
14,921
+707
+5% +$85K 1.48% 20
2020
Q3 		$1.65M Sell
14,214
-10,938
-43% -$1.19M 1.31% 23
2020
Q2 		$1.15M Buy
25,152
+11,904
+90% +$922K 0.95% 26
2020
Q1 		$842K Buy
13,248
+1,520
+13% +$112K 0.82% 27
2019
Q4 		$862K Buy
+11,728
New +$755K 0.68% 37

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

Petix & Botte Financial's AAPL Position: Q2 2026 in Review

Petix & Botte Financial increased its Apple (AAPL) stake by 101% in Q2 2026, buying an estimated $3.36M and bringing the position to 23,409 shares worth $6.77M. The position accounts for 1.36% of the portfolio, ranked #24.

Petix & Botte Financial first reported a position in AAPL in Q4 2019 and has held it in 26 quarters since. The position peaked at $7.78M in Q4 2024. 6,096 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Petix & Botte Financial held 23,409 shares of Apple worth $6.77M as of Q2 2026.
  • Petix & Botte Financial bought 11,747 Apple shares in Q2 2026, an estimated $3.36M.
  • Apple made up 1.36% of Petix & Botte Financial's portfolio in Q2 2026, its #24 holding.
  • Petix & Botte Financial first reported a position in Apple in Q4 2019 and has held it in 26 quarters since.
  • Petix & Botte Financial's Apple position peaked at $7.78M in Q4 2024.
  • 6,096 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Petix & Botte Financial's 13F filing for Q2 2026, filed 4 Aug 2026.