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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Pinnacle West Asset Management's AAPL Position: Q1 2026 in Review

Pinnacle West Asset Management reduced its Apple (AAPL) stake by 2.1% in Q1 2026, selling an estimated $200K and leaving 36,735 shares worth $9.32M. The position accounts for 6.34% of the portfolio, ranked #1.

Pinnacle West Asset Management first reported a position in AAPL in Q1 2023 and has held it in 13 quarters since. The position peaked at $10.2M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Pinnacle West Asset Management held 36,735 shares of Apple worth $9.32M as of Q1 2026.
  • Pinnacle West Asset Management sold 770 Apple shares in Q1 2026, an estimated $200K.
  • Apple made up 6.34% of Pinnacle West Asset Management's portfolio in Q1 2026, its #1 holding.
  • Pinnacle West Asset Management first reported a position in Apple in Q1 2023 and has held it in 13 quarters since.
  • Pinnacle West Asset Management's Apple position peaked at $10.2M in Q4 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Pinnacle West Asset Management's 13F filing for Q1 2026, filed 15 May 2026.