3 Factor Indexing’s Apple AAPL Stock Holding History

3 Factor Indexing’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	$1.61M	Buy	5,570 +1	+0%	+$286	1.36%	14
2026 Q1	$1.41M	Buy	+5,569	New	+$1.45M	1.33%	16

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

3 Factor Indexing's AAPL Position: Q2 2026 in Review

3 Factor Indexing increased its Apple (AAPL) stake by 0.02% in Q2 2026, buying an estimated $286 and bringing the position to 5,570 shares worth $1.61M. The position accounts for 1.36% of the portfolio, ranked #14.

3 Factor Indexing first reported a position in AAPL in Q1 2026 and has held it in 2 quarters since. 5,890 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

3 Factor Indexing held 5,570 shares of Apple worth $1.61M as of Q2 2026.
3 Factor Indexing bought 1 Apple share in Q2 2026, an estimated $286.
Apple made up 1.36% of 3 Factor Indexing's portfolio in Q2 2026, its #14 holding.
3 Factor Indexing first reported a position in Apple in Q1 2026 and has held it in 2 quarters since.
5,890 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on 3 Factor Indexing's 13F filing for Q2 2026, filed 8 Jul 2026.