AA Financial Advisors
AAPL icon

AA Financial Advisors’s Apple AAPL Stock Holding History

AA Financial 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
Q3 		$8.72M Buy
26,175
+1,826
+7% +$587K 1.04% 32
2026
Q2 		$7.05M Buy
24,349
+1,958
+9% +$560K 0.85% 37
2026
Q1 		$5.68M Buy
22,391
+2,367
+12% +$616K 0.8% 41
2025
Q4 		$5.44M Buy
20,024
+674
+3% +$181K 1.01% 34
2025
Q3 		$4.93M Sell
19,350
-1,086
-5% -$245K 0.97% 34
2025
Q2 		$4.19M Sell
20,436
-1,331
-6% -$269K 0.9% 35
2025
Q1 		$4.84M Buy
21,767
+1,717
+9% +$398K 1.18% 29
2024
Q4 		$5.02M Buy
20,050
+252
+1% +$59.4K 1.34% 27
2024
Q3 		$4.61M Sell
19,798
-2,302
-10% -$514K 1.34% 25
2024
Q2 		$4.65M Buy
22,100
+1,012
+5% +$189K 1.64% 22
2024
Q1 		$3.62M Buy
21,088
+19,470
+1,203% +$3.54M 1.46% 18
2023
Q4 		$312K Buy
+1,618
New +$299K 0.21% 45

Other funds holding AAPL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

AA Financial Advisors's AAPL Position: Q3 2026 in Review

AA Financial Advisors increased its Apple (AAPL) stake by 7.5% in Q3 2026, buying an estimated $587K and bringing the position to 26,175 shares worth $8.72M. The position accounts for 1.04% of the portfolio, ranked #32.

AA Financial Advisors first reported a position in AAPL in Q4 2023 and has held it in 12 quarters since. 5,488 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • AA Financial Advisors held 26,175 shares of Apple worth $8.72M as of Q3 2026.
  • AA Financial Advisors bought 1,826 Apple shares in Q3 2026, an estimated $587K.
  • Apple made up 1.04% of AA Financial Advisors's portfolio in Q3 2026, its #32 holding.
  • AA Financial Advisors first reported a position in Apple in Q4 2023 and has held it in 12 quarters since.
  • 5,488 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on AA Financial Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.