4FG
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4Thought Financial Group’s Apple AAPL Stock Holding History

4Thought 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 		$593K Sell
2,051
-32
-2% -$9.15K 0.28% 26
2026
Q1 		$529K Buy
+2,083
New +$542K 0.26% 30
2024
Q4 		– Sell
-206
Closed -$48K – 91
2024
Q3 		$48K Hold
206
– – 0.03% 61
2024
Q2 		$43.4K Hold
206
– – 0.03% 63
2024
Q1 		$35.3K Hold
206
– – 0.02% 62
2023
Q4 		$39.7K Buy
+206
New +$38K 0.03% 62

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

4Thought Financial Group's AAPL Position: Q2 2026 in Review

4Thought Financial Group reduced its Apple (AAPL) stake by 1.5% in Q2 2026, selling an estimated $9.15K and leaving 2,051 shares worth $593K. The position accounts for 0.28% of the portfolio, ranked #26.

4Thought Financial Group first reported a position in AAPL in Q4 2023 and has held it in 6 quarters since. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • 4Thought Financial Group held 2,051 shares of Apple worth $593K as of Q2 2026.
  • 4Thought Financial Group sold 32 Apple shares in Q2 2026, an estimated $9.15K.
  • Apple made up 0.28% of 4Thought Financial Group's portfolio in Q2 2026, its #26 holding.
  • 4Thought Financial Group first reported a position in Apple in Q4 2023 and has held it in 6 quarters since.
  • 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on 4Thought Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.