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Sentinel Pension Advisors’s Apple AAPL Stock Holding History

Sentinel Pension 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
Q1 		$7.69M Buy
30,310
+588
+2% +$153K 1.14% 15
2025
Q4 		$8.08M Buy
29,722
+1,849
+7% +$496K 1.24% 14
2025
Q3 		$7.1M Buy
27,873
+68
+0.2% +$15.4K 1.13% 16
2025
Q2 		$5.7M Sell
27,805
-118
-0.4% -$23.8K 0.96% 19
2025
Q1 		$6.2M Buy
27,923
+156
+0.6% +$36.1K 1.14% 15
2024
Q4 		$6.95M Sell
27,767
-136
-0.5% -$32.1K 1.29% 15
2024
Q3 		$6.5M Sell
27,903
-244
-0.9% -$54.5K 1.25% 16
2024
Q2 		$5.93M Sell
28,147
-1,494
-5% -$279K 1.23% 17
2024
Q1 		$5.08M Sell
29,641
-446
-1% -$81.1K 1.09% 18
2023
Q4 		$5.79M Buy
30,087
+62
+0.2% +$11.4K 1.38% 16
2023
Q3 		$5.14M Buy
30,025
+19,472
+185% +$3.57M 1.25% 16
2023
Q2 		$2.05M Sell
10,553
-512
-5% -$89.2K 0.5% 36
2023
Q1 		$1.81M Sell
11,065
-135
-1% -$19.9K 0.46% 36
2022
Q4 		$1.46M Buy
11,200
+175
+2% +$25K 0.46% 37
2022
Q3 		$1.52M Sell
11,025
-1,146
-9% -$180K 0.53% 32
2022
Q2 		$1.66M Buy
12,171
+2,262
+23% +$343K 0.56% 31
2022
Q1 		$1.73M Sell
9,909
-2,750
-22% -$462K 0.59% 33
2021
Q4 		$2.25M Buy
12,659
+3,044
+32% +$481K 0.71% 28
2021
Q3 		$1.36M Sell
9,615
-100
-1% -$14.7K 0.46% 38
2021
Q2 		$1.33M Buy
9,715
+1,443
+17% +$187K 0.47% 40
2021
Q1 		$1.01M Sell
8,272
-125
-1% -$16K 0.37% 40
2020
Q4 		$1.11M Sell
8,397
-2,308
-22% -$278K 0.41% 42
2020
Q3 		$1.24M Buy
10,705
+3,237
+43% +$353K 0.48% 39
2020
Q2 		$681K Sell
7,468
-640
-8% -$49.6K 0.28% 44
2020
Q1 		$516K Buy
8,108
+1,476
+22% +$109K 0.25% 48
2019
Q4 		$487K Buy
+6,632
New +$427K 0.32% 38

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sentinel Pension Advisors's AAPL Position: Q1 2026 in Review

Sentinel Pension Advisors increased its Apple (AAPL) stake by 2% in Q1 2026, buying an estimated $153K and bringing the position to 30,310 shares worth $7.69M. The position accounts for 1.14% of the portfolio, ranked #15.

Sentinel Pension Advisors first reported a position in AAPL in Q4 2019 and has held it in 26 quarters since. The position peaked at $8.08M in Q4 2025. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Sentinel Pension Advisors held 30,310 shares of Apple worth $7.69M as of Q1 2026.
  • Sentinel Pension Advisors bought 588 Apple shares in Q1 2026, an estimated $153K.
  • Apple made up 1.14% of Sentinel Pension Advisors's portfolio in Q1 2026, its #15 holding.
  • Sentinel Pension Advisors first reported a position in Apple in Q4 2019 and has held it in 26 quarters since.
  • Sentinel Pension Advisors's Apple position peaked at $8.08M in Q4 2025.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Sentinel Pension Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.