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PFG Investments’s Apple AAPL Stock Holding History

PFG Investments’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 		$153M Buy
529,075
+1,506
+0.3% +$431K 5.93% 1
2026
Q1 		$134M Sell
527,569
-4,017
-0.8% -$1.05M 6.24% 1
2025
Q4 		$145M Buy
531,586
+14,556
+3% +$3.91M 6.81% 1
2025
Q3 		$132M Buy
517,030
+1,013
+0.2% +$229K 6.84% 1
2025
Q2 		$106M Sell
516,017
-3,306
-0.6% -$668K 6.21% 1
2025
Q1 		$115M Sell
519,323
-73,063
-12% -$16.9M 7.4% 1
2024
Q4 		$148M Buy
592,386
+3,031
+0.5% +$714K 9.23% 1
2024
Q3 		$137M Sell
589,355
-6,490
-1% -$1.45M 8.87% 1
2024
Q2 		$125M Buy
595,845
+1,542
+0.3% +$288K 8.96% 1
2024
Q1 		$102M Buy
594,303
+375,070
+171% +$68.2M 6.16% 1
2023
Q4 		$42.2M Sell
219,233
-677
-0.3% -$125K 7.84% 1
2023
Q3 		$37.7M Buy
219,910
+4,023
+2% +$738K 7.07% 1
2023
Q2 		$41.9M Buy
215,887
+4,674
+2% +$814K 7.43% 1
2023
Q1 		$34.8M Buy
+211,213
New +$31.2M 7.08% 1

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

PFG Investments's AAPL Position: Q2 2026 in Review

PFG Investments increased its Apple (AAPL) stake by 0.29% in Q2 2026, buying an estimated $431K and bringing the position to 529,075 shares worth $153M. The position accounts for 5.93% of the portfolio, ranked #1.

PFG Investments first reported a position in AAPL in Q1 2023 and has held it in 14 quarters since. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • PFG Investments held 529,075 shares of Apple worth $153M as of Q2 2026.
  • PFG Investments bought 1,506 Apple shares in Q2 2026, an estimated $431K.
  • Apple made up 5.93% of PFG Investments's portfolio in Q2 2026, its #1 holding.
  • PFG Investments first reported a position in Apple in Q1 2023 and has held it in 14 quarters since.
  • 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.