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Petredis Investment Advisors’s Apple AAPL Stock Holding History

Petredis Investment Advisors’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 		$59.4M Sell
205,446
-185
-0.1% -$52.9K 4% 8
2026
Q1 		$52.2M Sell
205,631
-1,677
-0.8% -$436K 4.27% 6
2025
Q4 		$56.4M Sell
207,308
-2,777
-1% -$745K 4.41% 5
2025
Q3 		$53.5M Sell
210,085
-2,212
-1% -$500K 4.29% 5
2025
Q2 		$43.6M Buy
212,297
+2,542
+1% +$513K 3.81% 7
2025
Q1 		$46.6M Buy
209,755
+2,386
+1% +$553K 4.87% 4
2024
Q4 		$51.9M Sell
207,369
-3,918
-2% -$923K 5.37% 5
2024
Q3 		$49.2M Buy
211,287
+575
+0.3% +$128K 5.23% 5
2024
Q2 		$44.4M Sell
210,712
-684
-0.3% -$128K 4.96% 6
2024
Q1 		$36.3M Buy
211,396
+4,596
+2% +$836K 4.35% 7
2023
Q4 		$39.8M Sell
206,800
-6,612
-3% -$1.22M 5.23% 5
2023
Q3 		$36.5M Sell
213,412
-18,687
-8% -$3.43M 5.2% 4
2023
Q2 		$45M Sell
232,099
-542
-0.2% -$94.4K 6.19% 3
2023
Q1 		$38.4M Buy
232,641
+6,078
+3% +$897K 5.98% 3
2022
Q4 		$29.4M Buy
+226,563
New +$32.4M 5.34% 3

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

Petredis Investment Advisors's AAPL Position: Q2 2026 in Review

Petredis Investment Advisors reduced its Apple (AAPL) stake by 0.09% in Q2 2026, selling an estimated $52.9K and leaving 205,446 shares worth $59.4M. The position accounts for 4% of the portfolio, ranked #8.

Petredis Investment Advisors first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Petredis Investment Advisors held 205,446 shares of Apple worth $59.4M as of Q2 2026.
  • Petredis Investment Advisors sold 185 Apple shares in Q2 2026, an estimated $52.9K.
  • Apple made up 4% of Petredis Investment Advisors's portfolio in Q2 2026, its #8 holding.
  • Petredis Investment Advisors first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Petredis Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.