Pinnacle Family Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.51M | Sell |
25,668
-467
| -2% | -$122K | 3.06% | 9 |
|
|
2025
Q4 | $7.11M | Sell |
26,135
-72
| -0.3% | -$19.3K | 3.13% | 8 |
|
|
2025
Q3 | $6.67M | Buy |
26,207
+1,085
| +4% | +$245K | 2.91% | 9 |
|
|
2025
Q2 | $5.13M | Sell |
25,122
-1,038
| -4% | -$210K | 2.49% | 9 |
|
|
2025
Q1 | $5.81M | Sell |
26,160
-5
| -0% | -$1.16K | 3.16% | 6 |
|
|
2024
Q4 | $6.55M | Sell |
26,165
-726
| -3% | -$171K | 3.17% | 5 |
|
|
2024
Q3 | $6.27M | Sell |
26,891
-185
| -0.7% | -$41.3K | 3.25% | 5 |
|
|
2024
Q2 | $5.7M | Sell |
27,076
-251
| -0.9% | -$46.8K | 3.15% | 7 |
|
|
2024
Q1 | $4.69M | Sell |
27,327
-524
| -2% | -$95.3K | 2.5% | 13 |
|
|
2023
Q4 | $5.36M | Sell |
27,851
-84,975
| -75% | -$15.7M | 3.15% | 8 |
|
|
2023
Q3 | $19.3M | Sell |
112,826
-61
| -0.1% | -$11.2K | 11.07% | 2 |
|
|
2023
Q2 | $21.9M | Sell |
112,887
-1,843
| -2% | -$321K | 11.82% | 2 |
|
|
2023
Q1 | $18.9M | Sell |
114,730
-1,626
| -1% | -$240K | 11.52% | 2 |
|
|
2022
Q4 | $15.1M | Sell |
116,356
-2,088
| -2% | -$298K | 10.8% | 2 |
|
|
2022
Q3 | $16.4M | Buy |
118,444
+4,850
| +4% | +$761K | 14.18% | 1 |
|
|
2022
Q2 | $15.5M | Buy |
113,594
+7,857
| +7% | +$1.19M | 12.68% | 1 |
|
|
2022
Q1 | $18.5M | Sell |
105,737
-8,728
| -8% | -$1.47M | 9.83% | 1 |
|
|
2021
Q4 | $20.3M | Buy |
114,465
+35
| +0% | +$5.53K | 9.2% | 2 |
|
|
2021
Q3 | $16.2M | Buy |
114,430
+1,304
| +1% | +$192K | 7.24% | 2 |
|
|
2021
Q2 | $15.5M | Buy |
113,126
+6,218
| +6% | +$806K | 6.77% | 1 |
|
|
2021
Q1 | $13.1M | Sell |
106,908
-11,524
| -10% | -$1.48M | 6.85% | 1 |
|
|
2020
Q4 | $15.7M | Sell |
118,432
-12,856
| -10% | -$1.55M | 9.62% | 1 |
|
|
2020
Q3 | $15.2M | Buy |
131,288
+42,724
| +48% | +$4.66M | 10.28% | 1 |
|
|
2020
Q2 | $8.08M | Buy |
88,564
+3,760
| +4% | +$291K | 7.05% | 5 |
|
|
2020
Q1 | $5.39M | Buy |
84,804
+5,724
| +7% | +$421K | 6.49% | 4 |
|
|
2019
Q4 | $5.81M | Buy |
79,080
+7,804
| +11% | +$502K | 5.23% | 4 |
|
|
2019
Q3 | $3.99M | Sell |
71,276
-352
| -0.5% | -$18.4K | 3.52% | 8 |
|
|
2019
Q2 | $3.54M | Buy |
71,628
+9,056
| +14% | +$441K | 2.94% | 10 |
|
|
2019
Q1 | $2.97M | Sell |
62,572
-3,300
| -5% | -$140K | 2.64% | 13 |
|
|
2018
Q4 | $2.6M | Buy |
65,872
+16,232
| +33% | +$787K | 1.75% | 16 |
|
|
2018
Q3 | $2.8M | Buy |
49,640
+1,208
| +2% | +$62.9K | 1.48% | 16 |
|
|
2018
Q2 | $2.24M | Buy |
48,432
+1,492
| +3% | +$67.7K | 1.19% | 18 |
|
|
2018
Q1 | $1.97M | Sell |
46,940
-2,024
| -4% | -$87.1K | 1.12% | 19 |
|
|
2017
Q4 | $2.07M | Sell |
48,964
-6,192
| -11% | -$259K | 0.96% | 29 |
|
|
2017
Q3 | $2.13M | Buy |
55,156
+1,340
| +2% | +$52K | 1% | 26 |
|
|
2017
Q2 | $1.94M | Buy |
53,816
+8,140
| +18% | +$301K | 1.08% | 22 |
|
|
2017
Q1 | $1.64M | Buy |
45,676
+13,852
| +44% | +$456K | 1.02% | 18 |
|
|
2016
Q4 | $921K | Buy |
+31,824
| New | +$902K | 0.56% | 38 |
|
Other funds holding AAPL
VCM
VPM
Pinnacle Family Advisors's AAPL Position: Q1 2026 in Review
Pinnacle Family Advisors reduced its Apple (AAPL) stake by 1.8% in Q1 2026, selling an estimated $122K and leaving 25,668 shares worth $6.51M. The position accounts for 3.06% of the portfolio, ranked #9.
Pinnacle Family Advisors first reported a position in AAPL in Q4 2016 and has held it in 38 quarters since. The position peaked at $21.9M in Q2 2023. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Pinnacle Family Advisors held 25,668 shares of Apple worth $6.51M as of Q1 2026.
- Pinnacle Family Advisors sold 467 Apple shares in Q1 2026, an estimated $122K.
- Apple made up 3.06% of Pinnacle Family Advisors's portfolio in Q1 2026, its #9 holding.
- Pinnacle Family Advisors first reported a position in Apple in Q4 2016 and has held it in 38 quarters since.
- Pinnacle Family Advisors's Apple position peaked at $21.9M in Q2 2023.
- 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Pinnacle Family Advisors's 13F filing for Q1 2026, filed 15 May 2026.