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Pinnacle West Asset Management’s Apple AAPL Stock Holding History

Pinnacle West Asset 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 		$5.77M Sell
19,935
-16,800
-46% -$4.81M 3.99% 1
2026
Q1 		$9.32M Sell
36,735
-770
-2% -$200K 6.34% 1
2025
Q4 		$10.2M Sell
37,505
-640
-2% -$172K 6.62% 2
2025
Q3 		$9.71M Sell
38,145
-100
-0.3% -$22.6K 6.29% 2
2025
Q2 		$7.85M Sell
38,245
-285
-0.7% -$57.6K 5.42% 2
2025
Q1 		$8.56M Sell
38,530
-150
-0.4% -$34.8K 6.18% 2
2024
Q4 		$9.69M Sell
38,680
-660
-2% -$156K 6.93% 2
2024
Q3 		$9.17M Sell
39,340
-570
-1% -$127K 6.57% 2
2024
Q2 		$8.41M Sell
39,910
-1,065
-3% -$199K 6.53% 2
2024
Q1 		$7.03M Sell
40,975
-1,120
-3% -$204K 5.58% 2
2023
Q4 		$8.11M Buy
42,095
+600
+1% +$111K 6.95% 2
2023
Q3 		$7.1M Buy
41,495
+155
+0.4% +$28.4K 6.96% 2
2023
Q2 		$8.02M Sell
41,340
-210
-0.5% -$36.6K 7.79% 2
2023
Q1 		$6.85M Buy
+41,550
New +$6.13M 7.16% 2

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 West Asset Management's AAPL Position: Q2 2026 in Review

Pinnacle West Asset Management reduced its Apple (AAPL) stake by 46% in Q2 2026, selling an estimated $4.81M and leaving 19,935 shares worth $5.77M. The position accounts for 3.99% of the portfolio, ranked #1.

Pinnacle West Asset Management first reported a position in AAPL in Q1 2023 and has held it in 14 quarters since. The position peaked at $10.2M in Q4 2025. 6,135 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Pinnacle West Asset Management held 19,935 shares of Apple worth $5.77M as of Q2 2026.
  • Pinnacle West Asset Management sold 16,800 Apple shares in Q2 2026, an estimated $4.81M.
  • Apple made up 3.99% of Pinnacle West Asset Management's portfolio in Q2 2026, its #1 holding.
  • Pinnacle West Asset Management first reported a position in Apple in Q1 2023 and has held it in 14 quarters since.
  • Pinnacle West Asset Management's Apple position peaked at $10.2M in Q4 2025.
  • 6,135 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Pinnacle West Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.