Pin Oak Investment Advisors’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
$8.01M Buy
27,680
+54
+0.2% +$15.4K 5.7% 2
2026
Q1
$7.01M Sell
27,626
-10
-0% -$2.6K 4.96% 2
2025
Q4
$7.69M Sell
27,636
-1,015
-4% -$272K 5.39% 2
2025
Q3
$7.3M Sell
28,651
-155
-0.5% -$35K 5.21% 2
2025
Q2
$6.4M Sell
28,806
-19,068
-40% -$3.85M 5.41% 2
2025
Q1
$10.3M Buy
47,874
+18,452
+63% +$4.27M 7.87% 1
2024
Q4
$6.86M Hold
29,422
6.23% 2
2024
Q3
$6.86M Sell
29,422
-469
-2% -$105K 6.23% 2
2024
Q2
$6.3M Sell
29,891
-354
-1% -$66K 6.02% 2
2024
Q1
$5.19M Sell
30,245
-10
-0% -$1.82K 4.98% 2
2023
Q4
$5.83M Sell
30,255
-12
-0% -$2.22K 5.9% 2
2023
Q3
$5.18M Sell
30,267
-43
-0.1% -$7.89K 5.83% 3
2023
Q2
$5.88M Buy
30,310
+231
+0.8% +$40.3K 6.52% 2
2023
Q1
$4.96M Buy
30,079
+588
+2% +$86.8K 6.14% 2
2022
Q4
$3.83M Sell
29,491
-184
-0.6% -$26.3K 4.73% 3
2022
Q3
$4.1M Sell
29,675
-441
-1% -$69.2K 5.15% 2
2022
Q2
$4.12M Sell
30,116
-182
-0.6% -$27.6K 5.04% 3
2022
Q1
$5.29M Sell
30,298
-190
-0.6% -$32K 5.65% 2
2021
Q4
$5.41M Buy
30,488
+341
+1% +$53.9K 5.48% 2
2021
Q3
$4.27M Buy
30,147
+184
+0.6% +$27.1K 4.71% 3
2021
Q2
$4.1M Sell
29,963
-741
-2% -$96K 4.18% 3
2021
Q1
$3.75M Sell
30,704
-4,505
-13% -$578K 3.19% 4
2020
Q4
$4.67M Buy
35,209
+483
+1% +$58.1K 3.85% 2
2020
Q3
$4.02M Sell
34,726
-46
-0.1% -$5.02K 3.87% 3
2020
Q2
$3.17M Buy
34,772
+336
+1% +$26K 2.94% 2
2020
Q1
$2.19M Sell
34,436
-2,704
-7% -$199K 2.29% 5
2019
Q4
$2.73M Sell
37,140
-1,164
-3% -$74.9K 2.19% 10
2019
Q3
$2.15M Sell
38,304
-1,100
-3% -$57.5K 1.76% 13
2019
Q2
$1.95M Buy
39,404
+2,084
+6% +$102K 1.52% 18
2019
Q1
$1.77M Sell
37,320
-2,456
-6% -$104K 1.42% 21
2018
Q4
$1.57M Sell
39,776
-540
-1% -$26.2K 1.39% 21
2018
Q3
$2.27M Sell
40,316
-360
-0.9% -$18.7K 1.71% 16
2018
Q2
$1.88M Buy
40,676
+32
+0.1% +$1.45K 1.38% 25
2018
Q1
$1.71M Sell
40,644
-20
-0% -$861 1.38% 27
2017
Q4
$1.72M Buy
+40,664
New +$1.7M 1.32% 30

Other funds holding AAPL

Pin Oak Investment Advisors's AAPL Position: Q2 2026 in Review

Pin Oak Investment Advisors increased its Apple (AAPL) stake by 0.2% in Q2 2026, buying an estimated $15.4K and bringing the position to 27,680 shares worth $8.01M. The position accounts for 5.7% of the portfolio, ranked #2.

Pin Oak Investment Advisors first reported a position in AAPL in Q4 2017 and has held it in 35 quarters since. The position peaked at $10.3M in Q1 2025. 6,096 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Pin Oak Investment Advisors held 27,680 shares of Apple worth $8.01M as of Q2 2026.
  • Pin Oak Investment Advisors bought 54 Apple shares in Q2 2026, an estimated $15.4K.
  • Apple made up 5.7% of Pin Oak Investment Advisors's portfolio in Q2 2026, its #2 holding.
  • Pin Oak Investment Advisors first reported a position in Apple in Q4 2017 and has held it in 35 quarters since.
  • Pin Oak Investment Advisors's Apple position peaked at $10.3M in Q1 2025.
  • 6,096 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.