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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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Pinnacle Wealth Planning Services's AAPL Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Apple (AAPL) stake by 2.4% in Q2 2026, selling an estimated $635K and leaving 89,844 shares worth $26M. The position accounts for 2.48% of the portfolio, ranked #6.

Pinnacle Wealth Planning Services first reported a position in AAPL in Q4 2017 and has held it in 34 quarters since. 6,135 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Pinnacle Wealth Planning Services held 89,844 shares of Apple worth $26M as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 2,221 Apple shares in Q2 2026, an estimated $635K.
  • Apple made up 2.48% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #6 holding.
  • Pinnacle Wealth Planning Services first reported a position in Apple in Q4 2017 and has held it in 34 quarters since.
  • 6,135 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.