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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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Pinnacle Wealth Management Group's AAPL Position: Q2 2026 in Review

Pinnacle Wealth Management Group reduced its Apple (AAPL) stake by 8.9% in Q2 2026, selling an estimated $302K and leaving 10,812 shares worth $3.13M. The position accounts for 1.46% of the portfolio, ranked #24.

Pinnacle Wealth Management Group first reported a position in AAPL in Q2 2021 and has held it in 20 quarters since. The position peaked at $6.49M in Q4 2021. 1,328 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Pinnacle Wealth Management Group held 10,812 shares of Apple worth $3.13M as of Q2 2026.
  • Pinnacle Wealth Management Group sold 1,055 Apple shares in Q2 2026, an estimated $302K.
  • Apple made up 1.46% of Pinnacle Wealth Management Group's portfolio in Q2 2026, its #24 holding.
  • Pinnacle Wealth Management Group first reported a position in Apple in Q2 2021 and has held it in 20 quarters since.
  • Pinnacle Wealth Management Group's Apple position peaked at $6.49M in Q4 2021.
  • 1,328 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Pinnacle Wealth Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.