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Pinnacle Advisory Group’s Apple AAPL Stock Holding History

Pinnacle Advisory Group’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
2021
Q1 		$9.56M Buy
78,240
+53,660
+218% +$6.89M 0.44% 43
2020
Q4 		$3.26M Sell
24,580
-431
-2% -$51.8K 0.2% 57
2020
Q3 		$2.9M Buy
25,011
+311
+1% +$33.9K 0.19% 51
2020
Q2 		$2.25M Buy
24,700
+1,132
+5% +$87.7K 0.16% 60
2020
Q1 		$1.5M Sell
23,568
-6,104
-21% -$449K 0.14% 59
2019
Q4 		$2.18M Buy
29,672
+276
+0.9% +$17.8K 0.15% 56
2019
Q3 		$1.65M Sell
29,396
-924
-3% -$48.3K 0.11% 60
2019
Q2 		$1.5M Sell
30,320
-680
-2% -$33.1K 0.1% 69
2019
Q1 		$1.47M Buy
31,000
+852
+3% +$36.1K 0.1% 65
2018
Q4 		$1.19M Sell
30,148
-4,416
-13% -$214K 0.09% 67
2018
Q3 		$1.95M Buy
34,564
+19,592
+131% +$1.02M 0.13% 45
2018
Q2 		$693K Sell
14,972
-52,540
-78% -$2.38M 0.04% 89
2018
Q1 		$2.83M Sell
67,512
-1,772
-3% -$76.3K 0.17% 41
2017
Q4 		$2.93M Buy
69,284
+6,456
+10% +$270K 0.17% 42
2017
Q3 		$2.42M Buy
62,828
+3,128
+5% +$121K 0.15% 43
2017
Q2 		$2.15M Sell
59,700
-1,264
-2% -$46.7K 0.14% 48
2017
Q1 		$2.19M Buy
60,964
+6,212
+11% +$205K 0.14% 44
2016
Q4 		$1.58M Buy
+54,752
New +$1.55M 0.11% 52
2015
Q3 		– Sell
-27,600
Closed -$865K – 106
2015
Q2 		$865K Sell
27,600
-15,176
-35% -$485K 0.08% 40
2015
Q1 		$1.33M Buy
42,776
+4,284
+11% +$129K 0.12% 44
2014
Q4 		$1.06M Buy
38,492
+5,636
+17% +$153K 0.1% 54
2014
Q3 		$827K Buy
32,856
+2,804
+9% +$68.8K 0.11% 42
2014
Q2 		$698K Buy
30,052
+4,852
+19% +$103K 0.08% 49
2014
Q1 		$483K Buy
25,200
+2,016
+9% +$38.3K 0.05% 61
2013
Q4 		$464K Sell
23,184
-20,216
-47% -$382K 0.05% 54
2013
Q3 		$739K Buy
43,400
+3,360
+8% +$55.7K 0.09% 44
2013
Q2 		$567K Buy
+40,040
New +$616K 0.08% 44

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Pinnacle Advisory Group's AAPL Position: Q1 2021 in Review

Pinnacle Advisory Group increased its Apple (AAPL) stake by 218% in Q1 2021, buying an estimated $6.89M and bringing the position to 78,240 shares worth $9.56M. The position accounts for 0.44% of the portfolio, ranked #43.

Pinnacle Advisory Group first reported a position in AAPL in Q2 2013 and has held it in 27 quarters since. 3,844 funds tracked by Wall St. Rank hold AAPL as of Q1 2021.

  • Pinnacle Advisory Group held 78,240 shares of Apple worth $9.56M as of Q1 2021.
  • Pinnacle Advisory Group bought 53,660 Apple shares in Q1 2021, an estimated $6.89M.
  • Apple made up 0.44% of Pinnacle Advisory Group's portfolio in Q1 2021, its #43 holding.
  • Pinnacle Advisory Group first reported a position in Apple in Q2 2013 and has held it in 27 quarters since.
  • 3,844 funds tracked by Wall St. Rank held Apple as of Q1 2021.

Based on Pinnacle Advisory Group's 13F filing for Q1 2021, filed 12 May 2021.