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Advisor Resource Council’s Apple AAPL Stock Holding History

Advisor Resource Council’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 		$8.48M Buy
27,435
+155
+0.6% +$44.3K 2.39% 5
2026
Q1 		$6.92M Sell
27,280
-348
-1% -$90.6K 2.24% 4
2025
Q4 		$7.47M Buy
27,628
+24,732
+854% +$6.64M 2.65% 3
2025
Q3 		$737K Sell
2,896
-26,806
-90% -$6.06M 1% 16
2025
Q2 		$6.09M Sell
29,702
-111,202
-79% -$22.5M 2.38% 5
2025
Q1 		$25.3M Buy
140,904
+134,146
+1,985% +$31.1M 2.04% 2
2024
Q4 		$1.69M Sell
6,758
-37,652
-85% -$8.87M 1.21% 12
2024
Q3 		$10.3M Buy
44,410
+3,839
+9% +$857K 4.67% 2
2024
Q2 		$585K Sell
40,571
-11,504
-22% -$2.15M 1.07% 12
2024
Q1 		$9.97M Sell
52,075
-58,302
-53% -$10.6M 4.21% 3
2023
Q4 		$21.3M Buy
110,377
+66,134
+149% +$12.2M 2.47% 3
2023
Q3 		$7.57M Sell
44,243
-1,056
-2% -$194K 3.91% 3
2023
Q2 		$8.79M Sell
45,299
-19,382
-30% -$3.38M 3.95% 3
2023
Q1 		$10.4M Buy
64,681
+19,727
+44% +$2.91M 2.61% 4
2022
Q4 		$5.84M Buy
44,954
+4,054
+10% +$579K 2.83% 5
2022
Q3 		$5.65M Sell
40,900
-88,871
-68% -$13.9M 3.82% 2
2022
Q2 		$17.7M Buy
129,771
+96,112
+286% +$14.6M 1.65% 10
2022
Q1 		$5.88M Sell
33,659
-83,109
-71% -$14M 1.77% 10
2021
Q4 		$20.7M Buy
116,768
+88,553
+314% +$14M 1.61% 10
2021
Q3 		$3.99M Sell
28,215
-68,724
-71% -$10.1M 1.21% 17
2021
Q2 		$13.2M Buy
+96,939
New +$12.6M 1.38% 11

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

Advisor Resource Council's AAPL Position: Q2 2026 in Review

Advisor Resource Council increased its Apple (AAPL) stake by 0.57% in Q2 2026, buying an estimated $44.3K and bringing the position to 27,435 shares worth $8.48M. The position accounts for 2.39% of the portfolio, ranked #5.

Advisor Resource Council first reported a position in AAPL in Q2 2021 and has held it in 21 quarters since. The position peaked at $25.3M in Q1 2025. 6,095 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Advisor Resource Council held 27,435 shares of Apple worth $8.48M as of Q2 2026.
  • Advisor Resource Council bought 155 Apple shares in Q2 2026, an estimated $44.3K.
  • Apple made up 2.39% of Advisor Resource Council's portfolio in Q2 2026, its #5 holding.
  • Advisor Resource Council first reported a position in Apple in Q2 2021 and has held it in 21 quarters since.
  • Advisor Resource Council's Apple position peaked at $25.3M in Q1 2025.
  • 6,095 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Advisor Resource Council's 13F filing for Q2 2026, filed 28 Jul 2026.