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
2025 Q3	–	Sell	-1,900	Closed	-$390K	–	42
2025 Q2	$390K	Hold	1,900	–	–	0.15%	106
2025 Q1	$8	Buy	+1,900	New	+$440K	﹤0.01%	593
2023 Q4	–	Sell	-500	Closed	-$85.6K	–	485
2023 Q3	$85.6K	Hold	500	–	–	0.04%	151
2023 Q2	$97K	Buy	+500	New	+$87.1K	0.04%	155
2021 Q4	–	Sell	-300	Closed	-$3K	–	573
2021 Q3	$3K	Buy	+300	New	+$44.2K	﹤0.01%	225

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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. 6,119 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.
6,119 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.