Philadelphia Investment Partners’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.27M Sell
14,645
-483
-3% -$138K 2.66% 12
2026
Q1
$3.84M Buy
+15,128
New +$3.94M 2.61% 11

Other funds holding AAPL

Philadelphia Investment Partners's AAPL Position: Q2 2026 in Review

Philadelphia Investment Partners reduced its Apple (AAPL) stake by 3.2% in Q2 2026, selling an estimated $138K and leaving 14,645 shares worth $4.27M. The position accounts for 2.66% of the portfolio, ranked #12.

Philadelphia Investment Partners first reported a position in AAPL in Q1 2026 and has held it in 2 quarters since. 6,077 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Philadelphia Investment Partners held 14,645 shares of Apple worth $4.27M as of Q2 2026.
  • Philadelphia Investment Partners sold 483 Apple shares in Q2 2026, an estimated $138K.
  • Apple made up 2.66% of Philadelphia Investment Partners's portfolio in Q2 2026, its #12 holding.
  • Philadelphia Investment Partners first reported a position in Apple in Q1 2026 and has held it in 2 quarters since.
  • 6,077 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Philadelphia Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.