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ABLE Financial Group’s Apple AAPL Stock Holding History

ABLE 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 		$13.5M Buy
46,509
+2,862
+7% +$819K 2.26% 11
2026
Q1 		$11.1M Sell
43,647
-2,486
-5% -$647K 2.17% 10
2025
Q4 		$12.5M Buy
46,133
+456
+1% +$122K 2.55% 8
2025
Q3 		$11.6M Sell
45,677
-687
-1% -$155K 2.52% 10
2025
Q2 		$9.51M Buy
46,364
+1,756
+4% +$355K 2.3% 10
2025
Q1 		$9.91M Sell
44,608
-201
-0.4% -$46.6K 2.78% 8
2024
Q4 		$11.2M Buy
44,809
+1,446
+3% +$341K 3.31% 6
2024
Q3 		$10.1M Sell
43,363
-276
-0.6% -$61.6K 3.12% 7
2024
Q2 		$9.19M Buy
43,639
+460
+1% +$85.8K 3.32% 6
2024
Q1 		$7.4M Sell
43,179
-1,951
-4% -$355K 2.91% 9
2023
Q4 		$8.69M Buy
45,130
+1,216
+3% +$225K 3.76% 5
2023
Q3 		$7.52M Buy
43,914
+2,079
+5% +$381K 3.76% 7
2023
Q2 		$8.11M Buy
41,835
+2,093
+5% +$365K 4.2% 4
2023
Q1 		$6.55M Buy
+39,742
New +$5.86M 4.27% 4

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

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

ABLE Financial Group increased its Apple (AAPL) stake by 6.6% in Q2 2026, buying an estimated $819K and bringing the position to 46,509 shares worth $13.5M. The position accounts for 2.26% of the portfolio, ranked #11.

ABLE Financial Group first reported a position in AAPL in Q1 2023 and has held it in 14 quarters since. 6,118 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • ABLE Financial Group held 46,509 shares of Apple worth $13.5M as of Q2 2026.
  • ABLE Financial Group bought 2,862 Apple shares in Q2 2026, an estimated $819K.
  • Apple made up 2.26% of ABLE Financial Group's portfolio in Q2 2026, its #11 holding.
  • ABLE Financial Group first reported a position in Apple in Q1 2023 and has held it in 14 quarters since.
  • 6,118 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on ABLE Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.