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Pinnacle Wealth Management Advisory Group’s Apple AAPL Stock Holding History

Pinnacle Wealth Management Advisory 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
2022
Q2 		– Sell
-62
Closed -$302K – 284
2022
Q1 		$302K Buy
+62
New +$10.4K 0.04% 223
2021
Q4 		– Sell
-200
Closed -$500K – 267
2021
Q3 		$500K Sell
200
-200
-50% -$29.4K 0.12% 148
2021
Q2 		$924K Buy
+400
New +$51.8K 0.22% 102

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 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.