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Pinnacle Financial Group’s Apple AAPL Stock Holding History

Pinnacle Financial 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
2026
Q1 		$2.81M Buy
11,088
+166
+2% +$43.2K 0.77% 32
2025
Q4 		$2.97M Buy
10,922
+695
+7% +$187K 0.86% 30
2025
Q3 		$2.6M Buy
10,227
+119
+1% +$26.9K 0.79% 32
2025
Q2 		$2.07M Sell
10,108
-717
-7% -$145K 0.69% 35
2025
Q1 		$2.4M Sell
10,825
-52
-0.5% -$12K 0.87% 28
2024
Q4 		$2.72M Sell
10,877
-1,657
-13% -$391K 1.07% 27
2024
Q3 		$2.92M Buy
12,534
+30
+0.2% +$6.7K 1.14% 24
2024
Q2 		$2.63M Buy
12,504
+1,419
+13% +$265K 1.13% 24
2024
Q1 		$1.9M Sell
11,085
-125
-1% -$22.7K 0.83% 27
2023
Q4 		$2.16M Sell
11,210
-110
-1% -$20.3K 1.11% 26
2023
Q3 		$1.94M Sell
11,320
-133
-1% -$24.4K 1.15% 25
2023
Q2 		$2.22M Sell
11,453
-886
-7% -$154K 1.26% 22
2023
Q1 		$2.03M Sell
12,339
-71
-0.6% -$10.5K 1.21% 23
2022
Q4 		$1.61M Buy
12,410
+33
+0.3% +$4.72K 1.14% 24
2022
Q3 		$1.71M Sell
12,377
-308
-2% -$48.3K 1.48% 18
2022
Q2 		$1.73M Buy
12,685
+100
+0.8% +$15.1K 1.48% 18
2022
Q1 		$2.2M Sell
12,585
-800
-6% -$135K 1.78% 14
2021
Q4 		$2.38M Buy
+13,385
New +$2.12M 1.84% 13

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Pinnacle Financial Group's AAPL Position: Q1 2026 in Review

Pinnacle Financial Group increased its Apple (AAPL) stake by 1.5% in Q1 2026, buying an estimated $43.2K and bringing the position to 11,088 shares worth $2.81M. The position accounts for 0.77% of the portfolio, ranked #32.

Pinnacle Financial Group first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.97M in Q4 2025. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Pinnacle Financial Group held 11,088 shares of Apple worth $2.81M as of Q1 2026.
  • Pinnacle Financial Group bought 166 Apple shares in Q1 2026, an estimated $43.2K.
  • Apple made up 0.77% of Pinnacle Financial Group's portfolio in Q1 2026, its #32 holding.
  • Pinnacle Financial Group first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • Pinnacle Financial Group's Apple position peaked at $2.97M in Q4 2025.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Pinnacle Financial Group's 13F filing for Q1 2026, filed 13 May 2026.