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Pine Harbor Wealth Management’s Apple AAPL Stock Holding History

Pine Harbor 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 		$5.14M Buy
17,754
+5
+0% +$1.43K 1.38% 15
2026
Q1 		$4.5M Sell
17,749
-526
-3% -$137K 1.35% 15
2025
Q4 		$4.97M Sell
18,275
-1,442
-7% -$387K 1.52% 15
2025
Q3 		$5.02M Buy
19,717
+398
+2% +$89.9K 1.61% 16
2025
Q2 		$3.96M Buy
19,319
+928
+5% +$187K 1.39% 17
2025
Q1 		$4.09M Sell
18,391
-2,040
-10% -$473K 1.63% 16
2024
Q4 		$5.12M Sell
20,431
-222
-1% -$52.3K 2.06% 13
2024
Q3 		$4.81M Sell
20,653
-4,129
-17% -$922K 2.39% 14
2024
Q2 		$5.22M Buy
24,782
+906
+4% +$169K 3.07% 8
2024
Q1 		$4.09M Sell
23,876
-37
-0.2% -$6.73K 2.58% 11
2023
Q4 		$4.6M Buy
+23,913
New +$4.42M 3.5% 8

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

Pine Harbor Wealth Management's AAPL Position: Q2 2026 in Review

Pine Harbor Wealth Management increased its Apple (AAPL) stake by 0.03% in Q2 2026, buying an estimated $1.43K and bringing the position to 17,754 shares worth $5.14M. The position accounts for 1.38% of the portfolio, ranked #15.

Pine Harbor Wealth Management first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.22M in Q2 2024. 6,118 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Pine Harbor Wealth Management held 17,754 shares of Apple worth $5.14M as of Q2 2026.
  • Pine Harbor Wealth Management bought 5 Apple shares in Q2 2026, an estimated $1.43K.
  • Apple made up 1.38% of Pine Harbor Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Pine Harbor Wealth Management first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • Pine Harbor Wealth Management's Apple position peaked at $5.22M in Q2 2024.
  • 6,118 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Pine Harbor Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.