Pinnacle Wealth Planning Services’s Apple AAPL Stock Holding History

Pinnacle Wealth Planning Services’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
2023 Q1	–	Sell	-100	Closed	-$13	–	474
2022 Q4	$13	Hold	100	–	–	﹤0.01%	448
2022 Q3	$14K	Buy	+100	New	+$15.7K	﹤0.01%	407
2022 Q2	–	Sell	-100	Closed	-$17K	–	421
2022 Q1	$17K	Hold	100	–	–	﹤0.01%	432
2021 Q4	$12.9M	Hold	100	–	–	2.52%	6
2021 Q3	$14K	Sell	100 -74,273	-100%	-$10.9M	﹤0.01%	379
2021 Q2	$10.2M	Buy	74,373 +74,173	+37,087%	+$9.61M	2.37%	3
2021 Q1	$24K	Buy	200 +100	+100%	+$12.8K	0.01%	340
2020 Q4	$13K	Buy	+100	New	+$12K	﹤0.01%	1297

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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.