Purkiss Capital Advisors’s Apple AAPL Stock Holding History

Purkiss Capital 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	$14.5M	Buy	50,053 +1,460	+3%	+$418K	5.51%	2
2026 Q1	$12.3M	Buy	48,593 +489	+1%	+$127K	5.42%	3
2025 Q4	$13.1M	Sell	48,104 -1,028	-2%	-$276K	6.13%	3
2025 Q3	$12.5M	Buy	49,132 +2,280	+5%	+$515K	5.99%	2
2025 Q2	$9.61M	Buy	46,852 +1,481	+3%	+$299K	5.34%	3
2025 Q1	$10.1M	Buy	45,371 +10,037	+28%	+$2.33M	7.61%	3
2024 Q4	$8.85M	Buy	+35,334	New	+$8.33M	7.64%	3

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

Purkiss Capital Advisors's AAPL Position: Q2 2026 in Review

Purkiss Capital Advisors increased its Apple (AAPL) stake by 3% in Q2 2026, buying an estimated $418K and bringing the position to 50,053 shares worth $14.5M. The position accounts for 5.51% of the portfolio, ranked #2.

Purkiss Capital Advisors first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 2,936 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Purkiss Capital Advisors held 50,053 shares of Apple worth $14.5M as of Q2 2026.
Purkiss Capital Advisors bought 1,460 Apple shares in Q2 2026, an estimated $418K.
Apple made up 5.51% of Purkiss Capital Advisors's portfolio in Q2 2026, its #2 holding.
Purkiss Capital Advisors first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
2,936 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Purkiss Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.