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Pinnacle Wealth Management’s Apple AAPL Stock Holding History

Pinnacle Wealth Management’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 		$2.09M Sell
7,216
-231
-3% -$66.1K 1.29% 19
2026
Q1 		$1.89M Sell
7,447
-2,611
-26% -$680K 1.27% 15
2025
Q4 		$2.73M Sell
10,058
-220
-2% -$59.1K 1.84% 19
2025
Q3 		$2.62M Sell
10,278
-1,443
-12% -$326K 1.77% 19
2025
Q2 		$2.4M Buy
11,721
+4,741
+68% +$957K 2.01% 23
2025
Q1 		$1.55M Sell
6,980
-3,690
-35% -$855K 1.75% 12
2024
Q4 		$2.67M Sell
10,670
-101
-0.9% -$23.8K 2.97% 11
2024
Q3 		$2.51M Sell
10,771
-37
-0.3% -$8.26K 3% 11
2024
Q2 		$2.28M Sell
10,808
-2,028
-16% -$378K 2.85% 15
2024
Q1 		$2.2M Sell
12,836
-2,965
-19% -$539K 2.29% 16
2023
Q4 		$3.04M Buy
15,801
+2,320
+17% +$428K 3.48% 12
2023
Q3 		$2.31M Buy
13,481
+613
+5% +$112K 2.8% 14
2023
Q2 		$2.5M Buy
+12,868
New +$2.24M 2.52% 8
2022
Q4 		$1.59M Sell
12,266
-864
-7% -$123K 1.92% 28
2022
Q3 		$1.81M Buy
13,130
+160
+1% +$25.1K 2.2% 11
2022
Q2 		$1.77M Buy
12,970
+656
+5% +$99.3K 2.49% 16
2022
Q1 		$2.15M Sell
12,314
-2,560
-17% -$430K 2.51% 12
2021
Q4 		$2.64M Buy
+14,874
New +$2.35M 2.26% 13

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

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

Pinnacle Wealth Management reduced its Apple (AAPL) stake by 3.1% in Q2 2026, selling an estimated $66.1K and leaving 7,216 shares worth $2.09M. The position accounts for 1.29% of the portfolio, ranked #19.

Pinnacle Wealth Management first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.04M in Q4 2023. 1,719 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Pinnacle Wealth Management held 7,216 shares of Apple worth $2.09M as of Q2 2026.
  • Pinnacle Wealth Management sold 231 Apple shares in Q2 2026, an estimated $66.1K.
  • Apple made up 1.29% of Pinnacle Wealth Management's portfolio in Q2 2026, its #19 holding.
  • Pinnacle Wealth Management first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • Pinnacle Wealth Management's Apple position peaked at $3.04M in Q4 2023.
  • 1,719 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Pinnacle Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.