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Piedmont Capital Management (Montana)’s Apple AAPL Stock Holding History

Piedmont Capital Management (Montana)’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 		$729K Buy
2,473
+200
+9% +$57.2K 0.37% 35
2026
Q1 		$589K Buy
2,273
+1,201
+112% +$313K 0.3% 34
2025
Q4 		$291K Hold
1,072
– – 0.15% 45
2025
Q3 		$275K Sell
1,072
-18
-2% -$4.07K 0.15% 46
2025
Q2 		$224K Buy
+1,090
New +$220K 0.13% 48
2025
Q1 		– Sell
-930
Closed -$227K – 47
2024
Q4 		$227K Hold
930
– – 0.14% 49
2024
Q3 		$216K Buy
+930
New +$208K 0.13% 50
2022
Q1 		– Sell
-1,140
Closed -$202K – 42
2021
Q4 		$202K Buy
+1,140
New +$180K 0.16% 45

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

Piedmont Capital Management (Montana)'s AAPL Position: Q2 2026 in Review

Piedmont Capital Management (Montana) increased its Apple (AAPL) stake by 8.8% in Q2 2026, buying an estimated $57.2K and bringing the position to 2,473 shares worth $729K. The position accounts for 0.37% of the portfolio, ranked #35.

Piedmont Capital Management (Montana) first reported a position in AAPL in Q4 2021 and has held it in 8 quarters since. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Piedmont Capital Management (Montana) held 2,473 shares of Apple worth $729K as of Q2 2026.
  • Piedmont Capital Management (Montana) bought 200 Apple shares in Q2 2026, an estimated $57.2K.
  • Apple made up 0.37% of Piedmont Capital Management (Montana)'s portfolio in Q2 2026, its #35 holding.
  • Piedmont Capital Management (Montana) first reported a position in Apple in Q4 2021 and has held it in 8 quarters since.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Piedmont Capital Management (Montana)'s 13F filing for Q2 2026, filed 13 Aug 2026.