Pinnacle Wealth Planning Services’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 | $23.4M | Sell |
92,065
-857
| -0.9% | -$223K | 2.41% | 6 |
|
|
2025
Q4 | $25.3M | Sell |
92,922
-855
| -0.9% | -$230K | 2.64% | 5 |
|
|
2025
Q3 | $23.9M | Buy |
93,777
+1,257
| +1% | +$284K | 2.8% | 5 |
|
|
2025
Q2 | $19M | Buy |
92,520
+10,129
| +12% | +$2.05M | 2.5% | 7 |
|
|
2025
Q1 | $18.3M | Buy |
82,391
+4,571
| +6% | +$1.06M | 2.75% | 6 |
|
|
2024
Q4 | $19.5M | Sell |
77,820
-19,353
| -20% | -$4.56M | 2.93% | 5 |
|
|
2024
Q3 | $22.6M | Buy |
97,173
+8,006
| +9% | +$1.79M | 3.08% | 5 |
|
|
2024
Q2 | $18.8M | Sell |
89,167
-92
| -0.1% | -$17.2K | 2.68% | 6 |
|
|
2024
Q1 | $15.3M | Buy |
89,259
+1,139
| +1% | +$207K | 2.24% | 6 |
|
|
2023
Q4 | $17M | Sell |
88,120
-965
| -1% | -$178K | 2.67% | 5 |
|
|
2023
Q3 | $15.3M | Sell |
89,085
-436
| -0.5% | -$80K | 2.51% | 6 |
|
|
2023
Q2 | $17.4M | Sell |
89,521
-2,302
| -3% | -$401K | 2.8% | 6 |
|
|
2023
Q1 | $15.1M | Sell |
91,823
-2,192
| -2% | -$323K | 2.52% | 6 |
|
|
2022
Q4 | $12.2M | Sell |
94,015
-2,132
| -2% | -$305K | 2.17% | 6 |
|
|
2022
Q3 | $13.3M | Buy |
96,147
+3,172
| +3% | +$498K | 2.46% | 6 |
|
|
2022
Q2 | $12.7M | Buy |
92,975
+4,877
| +6% | +$739K | 2.28% | 6 |
|
|
2022
Q1 | $15.4M | Buy |
88,098
+9,778
| +12% | +$1.64M | 2.8% | 4 |
|
|
2021
Q4 | $13.9M | Buy |
78,320
+3,832
| +5% | +$606K | 2.72% | 4 |
|
|
2021
Q3 | $10.5M | Buy |
+74,488
| New | +$11M | 2.33% | 3 |
|
|
2021
Q2 | – | Sell |
-73,292
| Closed | -$9.5M | – | 360 |
|
|
2021
Q1 | $8.95M | Buy |
73,292
+6,521
| +10% | +$837K | 2.3% | 6 |
|
|
2020
Q4 | $8.86M | Buy |
66,771
+790
| +1% | +$95K | 2.12% | 7 |
|
|
2020
Q3 | $7.64M | Sell |
65,981
-951
| -1% | -$104K | 2.52% | 7 |
|
|
2020
Q2 | $6.1M | Sell |
66,932
-5,508
| -8% | -$427K | 1.98% | 12 |
|
|
2020
Q1 | $4.6M | Buy |
72,440
+15,528
| +27% | +$1.14M | 2.19% | 6 |
|
|
2019
Q4 | $4.18M | Buy |
56,912
+6,320
| +12% | +$407K | 1.97% | 8 |
|
|
2019
Q3 | $2.83M | Buy |
50,592
+14,364
| +40% | +$751K | 1.54% | 11 |
|
|
2019
Q2 | $1.79M | Buy |
36,228
+5,600
| +18% | +$273K | 1.08% | 14 |
|
|
2019
Q1 | $1.46M | Sell |
30,628
-2,396
| -7% | -$102K | 0.98% | 17 |
|
|
2018
Q4 | $1.3M | Buy |
33,024
+1,112
| +3% | +$53.9K | 0.83% | 23 |
|
|
2018
Q3 | $1.8M | Buy |
31,912
+268
| +0.8% | +$14K | 1.65% | 9 |
|
|
2018
Q2 | $1.47M | Sell |
31,644
-1,056
| -3% | -$47.9K | 1.42% | 12 |
|
|
2018
Q1 | $1.37M | Buy |
32,700
+19,484
| +147% | +$839K | 1.41% | 12 |
|
|
2017
Q4 | $559K | Buy |
+13,216
| New | +$552K | 1.14% | 21 |
|
Other funds holding AAPL
VCM
VPM
Pinnacle Wealth Planning Services's AAPL Position: Q1 2026 in Review
Pinnacle Wealth Planning Services reduced its Apple (AAPL) stake by 0.92% in Q1 2026, selling an estimated $223K and leaving 92,065 shares worth $23.4M. The position accounts for 2.41% of the portfolio, ranked #6.
Pinnacle Wealth Planning Services first reported a position in AAPL in Q4 2017 and has held it in 33 quarters since. The position peaked at $25.3M in Q4 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Pinnacle Wealth Planning Services held 92,065 shares of Apple worth $23.4M as of Q1 2026.
- Pinnacle Wealth Planning Services sold 857 Apple shares in Q1 2026, an estimated $223K.
- Apple made up 2.41% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #6 holding.
- Pinnacle Wealth Planning Services first reported a position in Apple in Q4 2017 and has held it in 33 quarters since.
- Pinnacle Wealth Planning Services's Apple position peaked at $25.3M in Q4 2025.
- 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.