Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.17M Buy
7,513
+209
+3% +$59.8K 0.69% 34
2026
Q1
$1.85M Sell
7,304
-558
-7% -$145K 0.64% 36
2025
Q4
$2.14M Buy
7,862
+443
+6% +$119K 0.76% 35
2025
Q3
$1.89M Sell
7,419
-404
-5% -$91.3K 0.73% 34
2025
Q2
$1.61M Sell
7,823
-66
-0.8% -$13.3K 0.71% 32
2025
Q1
$1.75M Buy
7,889
+301
+4% +$69.7K 0.84% 28
2024
Q4
$1.9M Buy
7,588
+254
+3% +$59.9K 0.94% 27
2024
Q3
$1.71M Buy
7,334
+2,540
+53% +$567K 0.87% 28
2024
Q2
$1.01M Sell
4,794
-2,540
-35% -$474K 0.59% 37
2024
Q1
$1.71M Buy
7,334
+2,483
+51% +$451K 0.87% 28
2023
Q4
$934K Buy
+4,851
New +$896K 0.62% 36

Other funds holding AAPL

Plum Street Advisors's AAPL Position: Q2 2026 in Review

Plum Street Advisors increased its Apple (AAPL) stake by 2.9% in Q2 2026, buying an estimated $59.8K and bringing the position to 7,513 shares worth $2.17M. The position accounts for 0.69% of the portfolio, ranked #34.

Plum Street Advisors first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Plum Street Advisors held 7,513 shares of Apple worth $2.17M as of Q2 2026.
  • Plum Street Advisors bought 209 Apple shares in Q2 2026, an estimated $59.8K.
  • Apple made up 0.69% of Plum Street Advisors's portfolio in Q2 2026, its #34 holding.
  • Plum Street Advisors first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • 6,089 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Plum Street Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.