PVI
AAPL icon

Pine Valley Investments’s Apple AAPL Stock Holding History

Pine Valley Investments’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 		$73.4M Sell
253,635
-4,543
-2% -$1.3M 2.9% 2
2026
Q1 		$65.5M Sell
258,178
-10,561
-4% -$2.75M 3.01% 2
2025
Q4 		$73.1M Buy
268,739
+5,666
+2% +$1.52M 3.39% 3
2025
Q3 		$67M Buy
263,073
+1,147
+0.4% +$259K 3.29% 3
2025
Q2 		$53.7M Buy
261,926
+65,529
+33% +$13.2M 2.98% 3
2025
Q1 		$43.6M Sell
196,397
-6,341
-3% -$1.47M 2.64% 2
2024
Q4 		$50.8M Sell
202,738
-6,574
-3% -$1.55M 3.04% 3
2024
Q3 		$48.8M Sell
209,312
-54,838
-21% -$12.2M 2.95% 4
2024
Q2 		$55.6M Buy
264,150
+6,824
+3% +$1.27M 3.65% 4
2024
Q1 		$44.1M Sell
257,326
-20,029
-7% -$3.64M 2.97% 4
2023
Q4 		$53.4M Sell
277,355
-10,332
-4% -$1.91M 3.84% 3
2023
Q3 		$49.3M Buy
287,687
+27,107
+10% +$4.97M 4.48% 2
2023
Q2 		$50.5M Buy
260,580
+79,550
+44% +$13.9M 4.95% 2
2023
Q1 		$29.7M Buy
+181,030
New +$26.7M 4.39% 3

Other funds holding AAPL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Pine Valley Investments's AAPL Position: Q2 2026 in Review

Pine Valley Investments reduced its Apple (AAPL) stake by 1.8% in Q2 2026, selling an estimated $1.3M and leaving 253,635 shares worth $73.4M. The position accounts for 2.9% of the portfolio, ranked #2.

Pine Valley Investments first reported a position in AAPL in Q1 2023 and has held it in 14 quarters since. 3,653 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Pine Valley Investments held 253,635 shares of Apple worth $73.4M as of Q2 2026.
  • Pine Valley Investments sold 4,543 Apple shares in Q2 2026, an estimated $1.3M.
  • Apple made up 2.9% of Pine Valley Investments's portfolio in Q2 2026, its #2 holding.
  • Pine Valley Investments first reported a position in Apple in Q1 2023 and has held it in 14 quarters since.
  • 3,653 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.