PAG
AAPL icon

Poinciana Advisors Group’s Apple AAPL Stock Holding History

Poinciana Advisors 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
Q2 		$542K Sell
1,874
-273
-13% -$78.1K 0.4% 42
2026
Q1 		$545K Sell
2,147
-25
-1% -$6.51K 0.43% 38
2025
Q4 		$590K Buy
2,172
+43
+2% +$11.5K 0.47% 39
2025
Q3 		$542K Sell
2,129
-2,613
-55% -$590K 0.46% 38
2025
Q2 		$973K Sell
4,742
-2,554
-35% -$516K 0.88% 24
2025
Q1 		$1.62M Sell
7,296
-2,826
-28% -$655K 1.68% 15
2024
Q4 		$2.53M Buy
+10,122
New +$2.39M 2.57% 10

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Poinciana Advisors Group's AAPL Position: Q2 2026 in Review

Poinciana Advisors Group reduced its Apple (AAPL) stake by 13% in Q2 2026, selling an estimated $78.1K and leaving 1,874 shares worth $542K. The position accounts for 0.4% of the portfolio, ranked #42.

Poinciana Advisors Group first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.53M in Q4 2024. 4,143 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Poinciana Advisors Group held 1,874 shares of Apple worth $542K as of Q2 2026.
  • Poinciana Advisors Group sold 273 Apple shares in Q2 2026, an estimated $78.1K.
  • Apple made up 0.4% of Poinciana Advisors Group's portfolio in Q2 2026, its #42 holding.
  • Poinciana Advisors Group first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • Poinciana Advisors Group's Apple position peaked at $2.53M in Q4 2024.
  • 4,143 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Poinciana Advisors Group's 13F filing for Q2 2026, filed 28 Jul 2026.