Premier Path Wealth Partners’s Apple AAPL Stock Holding History

Premier Path Wealth Partners’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	$45.4M	Buy	156,948 +3,736	+2%	+$1.07M	5.22%	1
2026 Q1	$38.9M	Buy	153,212 +894	+0.6%	+$233K	5.07%	1
2025 Q4	$41.4M	Buy	152,318 +9,672	+7%	+$2.6M	5.35%	1
2025 Q3	$36.3M	Buy	142,646 +2,372	+2%	+$536K	4.67%	1
2025 Q2	$28.8M	Sell	140,274 -815	-0.6%	-$165K	4.01%	2
2025 Q1	$31.3M	Sell	141,089 -183	-0.1%	-$42.4K	4.88%	1
2024 Q4	$35.4M	Buy	141,272 +1,371	+1%	+$323K	5.39%	1
2024 Q3	$32.6M	Buy	139,901 +206	+0.1%	+$46K	5.14%	1
2024 Q2	$29.4M	Buy	139,695 +6,215	+5%	+$1.16M	5.01%	1
2024 Q1	$22.9M	Sell	133,480 -2,969	-2%	-$540K	4.31%	1
2023 Q4	$26.2M	Buy	+136,449	New	+$25.2M	5.8%	1

Other funds holding AAPL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Premier Path Wealth Partners's AAPL Position: Q2 2026 in Review

Premier Path Wealth Partners increased its Apple (AAPL) stake by 2.4% in Q2 2026, buying an estimated $1.07M and bringing the position to 156,948 shares worth $45.4M. The position accounts for 5.22% of the portfolio, ranked #1.

Premier Path Wealth Partners first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 2,855 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Premier Path Wealth Partners held 156,948 shares of Apple worth $45.4M as of Q2 2026.
Premier Path Wealth Partners bought 3,736 Apple shares in Q2 2026, an estimated $1.07M.
Apple made up 5.22% of Premier Path Wealth Partners's portfolio in Q2 2026, its #1 holding.
Premier Path Wealth Partners first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
2,855 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.