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Putney Financial Group’s Apple AAPL Stock Holding History

Putney Financial 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 		$24M Sell
82,911
-1,412
-2% -$404K 21.6% 1
2026
Q1 		$21.4M Sell
84,323
-8,611
-9% -$2.24M 21.56% 1
2025
Q4 		$25.3M Sell
92,934
-2,295
-2% -$616K 23.62% 1
2025
Q3 		$24.2M Sell
95,229
-4,053
-4% -$916K 24.05% 1
2025
Q2 		$20.4M Sell
99,282
-6,852
-6% -$1.38M 20.57% 1
2025
Q1 		$23.6M Sell
106,134
-3,487
-3% -$808K 24.8% 1
2024
Q4 		$27.5M Buy
+109,621
New +$25.8M 24.45% 1

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

Putney Financial Group's AAPL Position: Q2 2026 in Review

Putney Financial Group reduced its Apple (AAPL) stake by 1.7% in Q2 2026, selling an estimated $404K and leaving 82,911 shares worth $24M. The position accounts for 21.6% of the portfolio, ranked #1.

Putney Financial Group first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $27.5M in Q4 2024. 6,096 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Putney Financial Group held 82,911 shares of Apple worth $24M as of Q2 2026.
  • Putney Financial Group sold 1,412 Apple shares in Q2 2026, an estimated $404K.
  • Apple made up 21.6% of Putney Financial Group's portfolio in Q2 2026, its #1 holding.
  • Putney Financial Group first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • Putney Financial Group's Apple position peaked at $27.5M in Q4 2024.
  • 6,096 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Putney Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.