Pinnacle Wealth Management Advisory Group’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 | $55.2M | Sell |
217,355
-11,880
| -5% | -$3.09M | 3.77% | 2 |
|
|
2025
Q4 | $62.3M | Buy |
229,235
+694
| +0.3% | +$186K | 4.29% | 1 |
|
|
2025
Q3 | $58.2M | Sell |
228,541
-715
| -0.3% | -$162K | 4.37% | 1 |
|
|
2025
Q2 | $47M | Buy |
229,256
+2,690
| +1% | +$543K | 3.9% | 3 |
|
|
2025
Q1 | $50.3M | Buy |
226,566
+502
| +0.2% | +$116K | 4.7% | 1 |
|
|
2024
Q4 | $56.6M | Sell |
226,064
-2,008
| -0.9% | -$473K | 5.29% | 1 |
|
|
2024
Q3 | $53.1M | Sell |
228,072
-1,832
| -0.8% | -$409K | 5.08% | 1 |
|
|
2024
Q2 | $48.4M | Sell |
229,904
-4,118
| -2% | -$768K | 5% | 1 |
|
|
2024
Q1 | $40.1M | Sell |
234,022
-3,416
| -1% | -$621K | 4.31% | 1 |
|
|
2023
Q4 | $45.7M | Buy |
237,438
+2,773
| +1% | +$512K | 5.35% | 1 |
|
|
2023
Q3 | $40.2M | Sell |
234,665
-4,932
| -2% | -$904K | 5.21% | 1 |
|
|
2023
Q2 | $46.5M | Sell |
239,597
-1,881
| -0.8% | -$328K | 5.78% | 1 |
|
|
2023
Q1 | $39.8M | Buy |
241,478
+6,565
| +3% | +$969K | 5.38% | 1 |
|
|
2022
Q4 | $30.5M | Sell |
234,913
-2,175
| -0.9% | -$311K | 4.59% | 1 |
|
|
2022
Q3 | $32.8M | Buy |
237,088
+25,906
| +12% | +$4.07M | 5.45% | 1 |
|
|
2022
Q2 | $28.9M | Buy |
211,182
+6,841
| +3% | +$1.04M | 4.66% | 1 |
|
|
2022
Q1 | $35.7M | Buy |
204,341
+9,017
| +5% | +$1.52M | 5.14% | 1 |
|
|
2021
Q4 | $34.7M | Buy |
195,324
+68,826
| +54% | +$10.9M | 5.67% | 1 |
|
|
2021
Q3 | $17.9M | Sell |
126,498
-204
| -0.2% | -$30K | 4.19% | 2 |
|
|
2021
Q2 | $17.4M | Buy |
126,702
+4,012
| +3% | +$520K | 4.07% | 2 |
|
|
2021
Q1 | $15M | Buy |
122,690
+10,349
| +9% | +$1.33M | 4.21% | 2 |
|
|
2020
Q4 | $14.9M | Buy |
112,341
+31,304
| +39% | +$3.77M | 4.54% | 2 |
|
|
2020
Q3 | $9.38M | Sell |
81,037
-2,423
| -3% | -$264K | 3.27% | 5 |
|
|
2020
Q2 | $7.61M | Buy |
83,460
+5,404
| +7% | +$419K | 2.83% | 6 |
|
|
2020
Q1 | $4.96M | Sell |
78,056
-3,744
| -5% | -$275K | 2.41% | 10 |
|
|
2019
Q4 | $6M | Sell |
81,800
-840
| -1% | -$54K | 2.24% | 8 |
|
|
2019
Q3 | $4.63M | Buy |
82,640
+3,452
| +4% | +$180K | 1.94% | 11 |
|
|
2019
Q2 | $3.92M | Sell |
79,188
-2,440
| -3% | -$119K | 1.67% | 13 |
|
|
2019
Q1 | $3.88M | Buy |
81,628
+548
| +0.7% | +$23.2K | 1.75% | 11 |
|
|
2018
Q4 | $3.2M | Buy |
81,080
+23,644
| +41% | +$1.15M | 1.73% | 13 |
|
|
2018
Q3 | $3.24M | Sell |
57,436
-88
| -0.2% | -$4.58K | 1.6% | 16 |
|
|
2018
Q2 | $2.66M | Buy |
57,524
+5,232
| +10% | +$237K | 1.43% | 17 |
|
|
2018
Q1 | $2.19M | Buy |
52,292
+8,624
| +20% | +$371K | 1.24% | 18 |
|
|
2017
Q4 | $1.85M | Buy |
43,668
+656
| +2% | +$27.4K | 1.02% | 24 |
|
|
2017
Q3 | $1.66M | Sell |
43,012
-760
| -2% | -$29.5K | 0.96% | 25 |
|
|
2017
Q2 | $1.58M | Buy |
43,772
+5,004
| +13% | +$185K | 0.98% | 28 |
|
|
2017
Q1 | $1.39M | Sell |
38,768
-3,100
| -7% | -$102K | 0.96% | 28 |
|
|
2016
Q4 | $1.21M | Buy |
41,868
+4,088
| +11% | +$116K | 0.87% | 33 |
|
|
2016
Q3 | $1.07M | Sell |
37,780
-7,420
| -16% | -$196K | 0.81% | 41 |
|
|
2016
Q2 | $1.08M | Sell |
45,200
-11,884
| -21% | -$295K | 0.86% | 39 |
|
|
2016
Q1 | $1.55M | Sell |
57,084
-2,796
| -5% | -$69.7K | 1.38% | 21 |
|
|
2015
Q4 | $1.58M | Buy |
59,880
+28,400
| +90% | +$812K | 1.44% | 21 |
|
|
2015
Q3 | $868K | Buy |
31,480
+9,660
| +44% | +$283K | 0.84% | 39 |
|
|
2015
Q2 | $684K | Buy |
21,820
+4,460
| +26% | +$143K | 0.63% | 54 |
|
|
2015
Q1 | $540K | Buy |
17,360
+1,200
| +7% | +$36.2K | 0.48% | 64 |
|
|
2014
Q4 | $446K | Buy |
+16,160
| New | +$440K | 0.42% | 68 |
|
Other funds holding AAPL
VCM
VPM
Pinnacle Wealth Management Advisory Group's AAPL Position: Q1 2026 in Review
Pinnacle Wealth Management Advisory Group reduced its Apple (AAPL) stake by 5.2% in Q1 2026, selling an estimated $3.09M and leaving 217,355 shares worth $55.2M. The position accounts for 3.77% of the portfolio, ranked #2.
Pinnacle Wealth Management Advisory Group first reported a position in AAPL in Q4 2014 and has held it in 46 quarters since. The position peaked at $62.3M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Pinnacle Wealth Management Advisory Group held 217,355 shares of Apple worth $55.2M as of Q1 2026.
- Pinnacle Wealth Management Advisory Group sold 11,880 Apple shares in Q1 2026, an estimated $3.09M.
- Apple made up 3.77% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #2 holding.
- Pinnacle Wealth Management Advisory Group first reported a position in Apple in Q4 2014 and has held it in 46 quarters since.
- Pinnacle Wealth Management Advisory Group's Apple position peaked at $62.3M in Q4 2025.
- 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.