Acorn Financial Advisory Services’s Apple AAPL Stock Holding History

Acorn Financial Advisory Services’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	$12.2M	Sell	42,165 -1,621	-4%	-$464K	1.62%	18
2026 Q1	$11.1M	Sell	43,786 -5,700	-12%	-$1.48M	1.52%	21
2025 Q4	$13.5M	Sell	49,486 -283	-0.6%	-$76K	1.99%	16
2025 Q3	$12.7M	Sell	49,769 -5,333	-10%	-$1.2M	1.94%	15
2025 Q2	$11.3M	Sell	55,102 -2,103	-4%	-$425K	1.85%	15
2025 Q1	$12.7M	Sell	57,205 -13,237	-19%	-$3.07M	2.3%	14
2024 Q4	$17.6M	Sell	70,442 -48	-0.1%	-$11.3K	2.91%	10
2024 Q3	$16.4M	Sell	70,490 -30,660	-30%	-$6.85M	2.91%	10
2024 Q2	$21.3M	Sell	101,150 -1,495	-1%	-$279K	3.98%	9
2024 Q1	$17.6M	Sell	102,645 -17,512	-15%	-$3.18M	3.32%	9
2023 Q4	$23M	Sell	120,157 -1,204	-1%	-$222K	4.02%	8
2023 Q3	$20.8M	Buy	121,361 +2,498	+2%	+$458K	3.72%	7
2023 Q2	$23.1M	Sell	118,863 -4,736	-4%	-$825K	4.1%	7
2023 Q1	$20.4M	Sell	123,599 -304	-0.2%	-$44.9K	3.97%	7
2022 Q4	$16.1M	Buy	123,903 +13,527	+12%	+$1.93M	3.42%	9
2022 Q3	$15.3M	Sell	110,376 -748	-0.7%	-$117K	3.64%	8
2022 Q2	$15.2M	Sell	111,124 -2,311	-2%	-$350K	3.62%	8
2022 Q1	$19.8M	Buy	113,435 +818	+0.7%	+$138K	3.97%	6
2021 Q4	$20M	Sell	112,617 -99,365	-47%	-$15.7M	4%	6
2021 Q3	$30M	Buy	211,982 +98,335	+87%	+$14.5M	9.28%	1
2021 Q2	$15.6M	Buy	113,647 +2,870	+3%	+$372K	4.59%	2
2021 Q1	$13.7M	Sell	110,777 -34	-0%	-$4.36K	4.99%	2
2020 Q4	$14.7M	Buy	110,811 +70,334	+174%	+$8.46M	5.77%	2
2020 Q3	$4.69M	Buy	40,477 +4,569	+13%	+$499K	2.46%	6
2020 Q2	$3.27M	Buy	35,908 +1,380	+4%	+$107K	2.28%	3
2020 Q1	$2.19M	Buy	34,528 +204	+0.6%	+$15K	2.17%	3
2019 Q4	$2.52M	Buy	+34,324	New	+$2.21M	2.11%	3

Other funds holding AAPL

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Acorn Financial Advisory Services's AAPL Position: Q2 2026 in Review

Acorn Financial Advisory Services reduced its Apple (AAPL) stake by 3.7% in Q2 2026, selling an estimated $464K and leaving 42,165 shares worth $12.2M. The position accounts for 1.62% of the portfolio, ranked #18.

Acorn Financial Advisory Services first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. The position peaked at $30M in Q3 2021. 3,430 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Acorn Financial Advisory Services held 42,165 shares of Apple worth $12.2M as of Q2 2026.
Acorn Financial Advisory Services sold 1,621 Apple shares in Q2 2026, an estimated $464K.
Apple made up 1.62% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #18 holding.
Acorn Financial Advisory Services first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
Acorn Financial Advisory Services's Apple position peaked at $30M in Q3 2021.
3,430 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.