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Pioneer Wealth Management Group’s Apple AAPL Stock Holding History

Pioneer Wealth Management Group’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
Q3 		$3.83M Sell
11,486
-1,862
-14% -$598K 0.9% 15
2026
Q2 		$3.86M Buy
13,348
+6,640
+99% +$1.9M 0.93% 15
2026
Q1 		$1.7M Sell
6,708
-1,883
-22% -$490K 0.48% 24
2025
Q4 		$2.34M Sell
8,591
-1,663
-16% -$446K 0.71% 18
2025
Q3 		$2.61M Buy
10,254
+8,715
+566% +$1.97M 0.84% 17
2025
Q2 		$316K Buy
+1,539
New +$311K 0.12% 39

Other funds holding AAPL

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Pioneer Wealth Management Group's AAPL Position: Q3 2026 in Review

Pioneer Wealth Management Group reduced its Apple (AAPL) stake by 14% in Q3 2026, selling an estimated $598K and leaving 11,486 shares worth $3.83M. The position accounts for 0.9% of the portfolio, ranked #15.

Pioneer Wealth Management Group first reported a position in AAPL in Q2 2025 and has held it in 6 quarters since. The position peaked at $3.86M in Q2 2026. 610 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Pioneer Wealth Management Group held 11,486 shares of Apple worth $3.83M as of Q3 2026.
  • Pioneer Wealth Management Group sold 1,862 Apple shares in Q3 2026, an estimated $598K.
  • Apple made up 0.9% of Pioneer Wealth Management Group's portfolio in Q3 2026, its #15 holding.
  • Pioneer Wealth Management Group first reported a position in Apple in Q2 2025 and has held it in 6 quarters since.
  • Pioneer Wealth Management Group's Apple position peaked at $3.86M in Q2 2026.
  • 610 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Pioneer Wealth Management Group's 13F filing for Q3 2026, filed 9 Oct 2026.