Pinnacle Associates’s Apple AAPL Stock Holding History

Pinnacle Associates’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 Q3	–	Sell	-1,200	Closed	-$164K	–	762
2021 Q2	$164K	Hold	1,200	–	–	﹤0.01%	746
2021 Q1	$147K	Hold	1,200	–	–	﹤0.01%	718
2020 Q4	$159K	Hold	1,200	–	–	﹤0.01%	686
2020 Q3	$139K	Buy	+1,200	New	+$131K	﹤0.01%	655
2020 Q2	–	Sell	-4,800	Closed	-$305K	–	677
2020 Q1	$305K	Hold	4,800	–	–	0.01%	550
2019 Q4	$352K	Buy	+4,800	New	+$309K	0.01%	579

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Pinnacle Associates's AAPL Position: Q2 2026 in Review

Pinnacle Associates reduced its Apple (AAPL) stake by 0.89% in Q2 2026, selling an estimated $3.13M and leaving 1,212,707 shares worth $351M. The position accounts for 3.83% of the portfolio, ranked #2.

Pinnacle Associates first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. 6,135 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Pinnacle Associates held 1,212,707 shares of Apple worth $351M as of Q2 2026.
Pinnacle Associates sold 10,929 Apple shares in Q2 2026, an estimated $3.13M.
Apple made up 3.83% of Pinnacle Associates's portfolio in Q2 2026, its #2 holding.
Pinnacle Associates first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
6,135 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.