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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Pinnacle Associates's AAPL Position: Q1 2026 in Review

Pinnacle Associates reduced its Apple (AAPL) stake by 0.81% in Q1 2026, selling an estimated $2.61M and leaving 1,223,636 shares worth $311M. The position accounts for 3.99% of the portfolio, ranked #2.

Pinnacle Associates first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $339M in Q4 2024. 6,077 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Pinnacle Associates held 1,223,636 shares of Apple worth $311M as of Q1 2026.
Pinnacle Associates sold 10,010 Apple shares in Q1 2026, an estimated $2.61M.
Apple made up 3.99% of Pinnacle Associates's portfolio in Q1 2026, its #2 holding.
Pinnacle Associates first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
Pinnacle Associates's Apple position peaked at $339M in Q4 2024.
6,077 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.