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 Q2	$17.9M	Buy	61,906 +4,719	+8%	+$1.35M	2.86%	6
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	Buy	59,155 +148	+0.3%	+$33.4K	3.15%	7
2025 Q2	$12.1M	Buy	59,007 +475	+0.8%	+$95.9K	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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

PKS Advisory Services's AAPL Position: Q2 2026 in Review

PKS Advisory Services increased its Apple (AAPL) stake by 8.3% in Q2 2026, buying an estimated $1.35M and bringing the position to 61,906 shares worth $17.9M. The position accounts for 2.86% of the portfolio, ranked #6.

PKS Advisory Services first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

PKS Advisory Services held 61,906 shares of Apple worth $17.9M as of Q2 2026.
PKS Advisory Services bought 4,719 Apple shares in Q2 2026, an estimated $1.35M.
Apple made up 2.86% of PKS Advisory Services's portfolio in Q2 2026, its #6 holding.
PKS Advisory Services first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.