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Pinney & Scofield’s Apple AAPL Stock Holding History

Pinney & Scofield’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 		$5.7M Sell
22,472
-225
-1% -$58.6K 3.08% 10
2025
Q4 		$6.17M Buy
22,697
+671
+3% +$180K 3.5% 10
2025
Q3 		$5.61M Sell
22,026
-2,031
-8% -$459K 3.48% 10
2025
Q2 		$4.94M Buy
24,057
+771
+3% +$156K 3.34% 9
2025
Q1 		$5.17M Buy
23,286
+1,730
+8% +$401K 3.74% 9
2024
Q4 		$5.4M Buy
+21,556
New +$5.08M 4.09% 8

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

Pinney & Scofield's AAPL Position: Q1 2026 in Review

Pinney & Scofield reduced its Apple (AAPL) stake by 0.99% in Q1 2026, selling an estimated $58.6K and leaving 22,472 shares worth $5.7M. The position accounts for 3.08% of the portfolio, ranked #10.

Pinney & Scofield first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.17M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Pinney & Scofield held 22,472 shares of Apple worth $5.7M as of Q1 2026.
  • Pinney & Scofield sold 225 Apple shares in Q1 2026, an estimated $58.6K.
  • Apple made up 3.08% of Pinney & Scofield's portfolio in Q1 2026, its #10 holding.
  • Pinney & Scofield first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
  • Pinney & Scofield's Apple position peaked at $6.17M in Q4 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Pinney & Scofield's 13F filing for Q1 2026, filed 15 May 2026.