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PKS Advisory Services’s Apple AAPL Stock Holding History

PKS Advisory 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
2026
Q1 		$14.5M Sell
57,187
-1,510
-3% -$393K 3.38% 6
2025
Q4 		$16M Sell
58,697
-458
-0.8% -$123K 3.64% 6
2025
Q3 		$15.1M Sell
59,155
-57,897,465
-100% -$13.1B 3.15% 7
2025
Q2 		$12.1M Buy
57,956,620
+57,898,088
+98,917% +$11.7B 2.99% 6
2025
Q1 		$13M Sell
58,532
-136
-0.2% -$31.5K 3.55% 6
2024
Q4 		$14.7M Buy
+58,668
New +$13.8M 3.67% 7

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

PKS Advisory Services's AAPL Position: Q1 2026 in Review

PKS Advisory Services reduced its Apple (AAPL) stake by 2.6% in Q1 2026, selling an estimated $393K and leaving 57,187 shares worth $14.5M. The position accounts for 3.38% of the portfolio, ranked #6.

PKS Advisory Services first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $16M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • PKS Advisory Services held 57,187 shares of Apple worth $14.5M as of Q1 2026.
  • PKS Advisory Services sold 1,510 Apple shares in Q1 2026, an estimated $393K.
  • Apple made up 3.38% of PKS Advisory Services's portfolio in Q1 2026, its #6 holding.
  • PKS Advisory Services first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
  • PKS Advisory Services's Apple position peaked at $16M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on PKS Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.