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Pinnacle Wealth Advisors’s Apple AAPL Stock Holding History

Pinnacle Wealth Advisors’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
Q2 		$74M Buy
+540,208
New +$70M 2.99% 3

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Pinnacle Wealth Advisors's AAPL Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in Apple (AAPL) in Q2 2021: 540,208 shares worth $74M. The stake represents 2.99% of the portfolio and ranks #3 among its holdings.

3,861 funds tracked by Wall St. Rank hold AAPL as of Q2 2021.

  • Pinnacle Wealth Advisors held 540,208 shares of Apple worth $74M as of Q2 2021.
  • Apple was a new Pinnacle Wealth Advisors position in Q2 2021.
  • Apple made up 2.99% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #3 holding.
  • 3,861 funds tracked by Wall St. Rank held Apple as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.