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

Pinnacle Wealth Management 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
Q3 		$3.96M Buy
11,880
+1,068
+10% +$343K 1.81% 19
2026
Q2 		$3.13M Sell
10,812
-1,055
-9% -$302K 1.46% 24
2026
Q1 		$3.01M Sell
11,867
-51
-0.4% -$13.3K 1.48% 25
2025
Q4 		$3.24M Sell
11,918
-20
-0.2% -$5.37K 1.62% 20
2025
Q3 		$3.04M Sell
11,938
-384
-3% -$86.7K 1.56% 21
2025
Q2 		$2.53M Buy
+12,322
New +$2.49M 1.45% 24
2025
Q1 		– Sell
-14,125
Closed -$3.54M – 106
2024
Q4 		$3.54M Sell
14,125
-275
-2% -$64.8K 2.2% 17
2024
Q3 		$3.36M Buy
14,400
+70
+0.5% +$15.6K 2.12% 17
2024
Q2 		$3.02M Sell
14,330
-166
-1% -$31K 2.04% 18
2024
Q1 		$2.49M Sell
14,496
-122
-0.8% -$22.2K 1.85% 19
2023
Q4 		$2.81M Sell
14,618
-213
-1% -$39.3K 2.31% 13
2023
Q3 		$2.54M Sell
14,831
-240
-2% -$44K 2.31% 12
2023
Q2 		$2.92M Sell
15,071
-481
-3% -$83.8K 2.55% 9
2023
Q1 		$2.56M Sell
15,552
-1,275
-8% -$188K 2.22% 12
2022
Q4 		$2.19M Sell
16,827
-19,702
-54% -$2.82M 1.94% 12
2022
Q3 		$5.05M Sell
36,529
-906
-2% -$142K 4.45% 4
2022
Q2 		$5.12M Buy
37,435
+360
+1% +$54.5K 4.28% 4
2022
Q1 		$6.47M Buy
37,075
+525
+1% +$88.3K 4.87% 4
2021
Q4 		$6.49M Sell
36,550
-5
-0% -$790 4.81% 3
2021
Q3 		$5.17M Buy
36,555
+514
+1% +$75.7K 3.89% 4
2021
Q2 		$4.94M Buy
+36,041
New +$4.67M 3.6% 5

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Pinnacle Wealth Management Group's AAPL Position: Q3 2026 in Review

Pinnacle Wealth Management Group increased its Apple (AAPL) stake by 9.9% in Q3 2026, buying an estimated $343K and bringing the position to 11,880 shares worth $3.96M. The position accounts for 1.81% of the portfolio, ranked #19.

Pinnacle Wealth Management Group first reported a position in AAPL in Q2 2021 and has held it in 21 quarters since. The position peaked at $6.49M in Q4 2021. 2,669 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Pinnacle Wealth Management Group held 11,880 shares of Apple worth $3.96M as of Q3 2026.
  • Pinnacle Wealth Management Group bought 1,068 Apple shares in Q3 2026, an estimated $343K.
  • Apple made up 1.81% of Pinnacle Wealth Management Group's portfolio in Q3 2026, its #19 holding.
  • Pinnacle Wealth Management Group first reported a position in Apple in Q2 2021 and has held it in 21 quarters since.
  • Pinnacle Wealth Management Group's Apple position peaked at $6.49M in Q4 2021.
  • 2,669 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Pinnacle Wealth Management Group's 13F filing for Q3 2026, filed 15 Oct 2026.