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Prudent Man Advisors’s Apple AAPL Stock Holding History

Prudent Man Advisors’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 		$14.1M Buy
48,371
+4,723
+11% +$1.35M 3.23% 5
2026
Q1 		$11.2M Buy
43,648
+15,358
+54% +$4M 3.35% 4
2025
Q4 		$7.82M Sell
28,290
-485
-2% -$130K 2.85% 7
2025
Q3 		$7.45M Sell
28,775
-4,550
-14% -$1.03M 2.74% 8
2025
Q2 		$6.93M Buy
33,325
+7,435
+29% +$1.5M 2.2% 9
2025
Q1 		$5.86M Buy
25,890
+1,101
+4% +$255K 2.13% 7
2024
Q4 		$6.33M Sell
24,789
-1,667
-6% -$393K 2.3% 6
2024
Q3 		$6.28M Sell
26,456
-1,711
-6% -$382K 2.09% 6
2024
Q2 		$6.03M Buy
28,167
+951
+3% +$177K 2.13% 7
2024
Q1 		$4.75M Sell
27,216
-237
-0.9% -$43.1K 1.78% 7
2023
Q4 		$5.38M Sell
27,453
-1,514
-5% -$280K 2.01% 8
2023
Q3 		$5.04M Sell
28,967
-1,313
-4% -$241K 2% 7
2023
Q2 		$5.87M Sell
30,280
-484
-2% -$84.3K 2.21% 7
2023
Q1 		$5.07M Buy
30,764
+115
+0.4% +$17K 1.98% 7
2022
Q4 		$3.98M Buy
30,649
+10,021
+49% +$1.43M 1.61% 8
2022
Q3 		$2.85M Buy
20,628
+27
+0.1% +$4.24K 1.35% 10
2022
Q2 		$2.82M Sell
20,601
-2,026
-9% -$307K 1.31% 11
2022
Q1 		$3.95M Sell
22,627
-802
-3% -$135K 1.6% 10
2021
Q4 		$4.16M Sell
23,429
-1,266
-5% -$200K 1.58% 10
2021
Q3 		$3.49M Sell
24,695
-237
-1% -$34.9K 1.32% 11
2021
Q2 		$3.42M Sell
24,932
-59
-0.2% -$7.64K 1.32% 10
2021
Q1 		$3.05M Buy
24,991
+1,114
+5% +$143K 1.28% 9
2020
Q4 		$3.17M Sell
23,877
-34
-0.1% -$4.09K 1.33% 9
2020
Q3 		$2.77M Buy
23,911
+747
+3% +$81.5K 1.47% 9
2020
Q2 		$2.11M Buy
+23,164
New +$1.8M 1.88% 6

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Prudent Man Advisors's AAPL Position: Q2 2026 in Review

Prudent Man Advisors increased its Apple (AAPL) stake by 11% in Q2 2026, buying an estimated $1.35M and bringing the position to 48,371 shares worth $14.1M. The position accounts for 3.23% of the portfolio, ranked #5.

Prudent Man Advisors first reported a position in AAPL in Q2 2020 and has held it in 25 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Prudent Man Advisors held 48,371 shares of Apple worth $14.1M as of Q2 2026.
  • Prudent Man Advisors bought 4,723 Apple shares in Q2 2026, an estimated $1.35M.
  • Apple made up 3.23% of Prudent Man Advisors's portfolio in Q2 2026, its #5 holding.
  • Prudent Man Advisors first reported a position in Apple in Q2 2020 and has held it in 25 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Prudent Man Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.