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PFG Private Wealth Management’s Apple AAPL Stock Holding History

PFG Private Wealth Management’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 		$1.91M Buy
6,613
+524
+9% +$150K 0.83% 17
2026
Q1 		$1.55M Sell
6,089
-105
-2% -$27.3K 0.66% 18
2025
Q4 		$1.68M Sell
6,194
-10,972
-64% -$2.95M 0.74% 19
2025
Q3 		$4.37M Buy
17,166
+10,791
+169% +$2.44M 1.95% 17
2025
Q2 		$1.31M Buy
6,375
+173
+3% +$34.9K 0.67% 18
2025
Q1 		$1.38M Sell
6,202
-603
-9% -$140K 0.75% 18
2024
Q4 		$1.7M Buy
6,805
+6
+0.1% +$1.41K 0.97% 17
2024
Q3 		$1.58M Sell
6,799
-14
-0.2% -$3.13K 0.92% 20
2024
Q2 		$1.43M Sell
6,813
-523
-7% -$97.5K 0.87% 19
2024
Q1 		$1.26M Buy
7,336
+278
+4% +$50.5K 0.79% 19
2023
Q4 		$1.36M Buy
7,058
+1,234
+21% +$228K 0.91% 18
2023
Q3 		$997K Sell
5,824
-1,722
-23% -$316K 0.74% 18
2023
Q2 		$1.46M Sell
7,546
-98
-1% -$17.1K 0.86% 18
2023
Q1 		$1.26M Buy
7,644
+68
+0.9% +$10K 0.8% 18
2022
Q4 		$984K Buy
7,576
+541
+8% +$77.3K 0.61% 22
2022
Q3 		$972K Buy
7,035
+62
+0.9% +$9.73K 0.64% 23
2022
Q2 		$953K Sell
6,973
-170
-2% -$25.7K 0.53% 30
2022
Q1 		$1.25M Sell
7,143
-1,544
-18% -$260K 0.64% 28
2021
Q4 		$1.54M Sell
8,687
-596
-6% -$94.2K 0.8% 27
2021
Q3 		$1.31M Buy
9,283
+215
+2% +$31.7K 0.77% 25
2021
Q2 		$1.24M Buy
9,068
+265
+3% +$34.3K 0.81% 25
2021
Q1 		$1.07M Sell
8,803
-2,052
-19% -$263K 0.74% 27
2020
Q4 		$1.44M Buy
10,855
+107
+1% +$12.9K 1.1% 24
2020
Q3 		$1.25M Sell
10,748
-508
-5% -$55.4K 1.09% 23
2020
Q2 		$1.03M Sell
11,256
-2,648
-19% -$205K 0.97% 24
2020
Q1 		$884K Sell
13,904
-3,776
-21% -$278K 0.95% 23
2019
Q4 		$1.3M Buy
+17,680
New +$1.14M 1.16% 25

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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PFG Private Wealth Management's AAPL Position: Q2 2026 in Review

PFG Private Wealth Management increased its Apple (AAPL) stake by 8.6% in Q2 2026, buying an estimated $150K and bringing the position to 6,613 shares worth $1.91M. The position accounts for 0.83% of the portfolio, ranked #17.

PFG Private Wealth Management first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.37M in Q3 2025. 2,848 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • PFG Private Wealth Management held 6,613 shares of Apple worth $1.91M as of Q2 2026.
  • PFG Private Wealth Management bought 524 Apple shares in Q2 2026, an estimated $150K.
  • Apple made up 0.83% of PFG Private Wealth Management's portfolio in Q2 2026, its #17 holding.
  • PFG Private Wealth Management first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • PFG Private Wealth Management's Apple position peaked at $4.37M in Q3 2025.
  • 2,848 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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