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PFS Partners’s Apple AAPL Stock Holding History

PFS Partners’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 		$2.95M Buy
10,204
+2,089
+26% +$598K 1.2% 19
2026
Q1 		$2.06M Sell
8,115
-7
-0.1% -$1.82K 0.94% 19
2025
Q4 		$2.21M Sell
8,122
-34
-0.4% -$9.13K 1.01% 19
2025
Q3 		$2.08M Buy
8,156
+2
+0% +$452 0.99% 18
2025
Q2 		$1.67M Buy
8,154
+1,713
+27% +$346K 0.84% 21
2025
Q1 		$1.43M Sell
6,441
-101
-2% -$23.4K 0.76% 22
2024
Q4 		$1.64M Sell
6,542
-48
-0.7% -$11.3K 0.88% 20
2024
Q3 		$1.54M Sell
6,590
-255
-4% -$56.9K 0.87% 22
2024
Q2 		$1.44M Sell
6,845
-2,047
-23% -$382K 0.9% 21
2024
Q1 		$1.52M Sell
8,892
-158
-2% -$28.7K 1.01% 20
2023
Q4 		$1.74M Sell
9,050
-371
-4% -$68.5K 1.19% 20
2023
Q3 		$1.61M Sell
9,421
-425
-4% -$77.9K 1.42% 15
2023
Q2 		$1.91M Buy
9,846
+250
+3% +$43.6K 1.6% 15
2023
Q1 		$1.58M Buy
9,596
+25
+0.3% +$3.69K 1.55% 13
2022
Q4 		$1.24M Sell
9,571
-2,636
-22% -$377K 1.31% 13
2022
Q3 		$1.69M Buy
12,207
+127
+1% +$19.9K 1.82% 12
2022
Q2 		$1.65M Sell
12,080
-154
-1% -$23.3K 1.61% 13
2022
Q1 		$2.14M Buy
12,234
+579
+5% +$97.4K 1.85% 12
2021
Q4 		$2.07M Buy
+11,655
New +$1.84M 1.53% 13

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

PFS Partners's AAPL Position: Q2 2026 in Review

PFS Partners increased its Apple (AAPL) stake by 26% in Q2 2026, buying an estimated $598K and bringing the position to 10,204 shares worth $2.95M. The position accounts for 1.2% of the portfolio, ranked #19.

PFS Partners first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • PFS Partners held 10,204 shares of Apple worth $2.95M as of Q2 2026.
  • PFS Partners bought 2,089 Apple shares in Q2 2026, an estimated $598K.
  • Apple made up 1.2% of PFS Partners's portfolio in Q2 2026, its #19 holding.
  • PFS Partners first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on PFS Partners's 13F filing for Q2 2026, filed 20 Jul 2026.