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All Terrain Financial Advisors’s Apple AAPL Stock Holding History

All Terrain 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
Q2 		$1.77M Hold
6,100
– – 0.29% 57
2026
Q1 		$1.55M Buy
6,100
+2,300
+61% +$599K 0.36% 50
2025
Q4 		$1.03M Sell
3,800
-1,300
-25% -$349K 0.24% 62
2025
Q3 		$1.3M Buy
5,100
+700
+16% +$158K 0.33% 57
2025
Q2 		$903K Buy
4,400
+1,300
+42% +$263K 0.26% 53
2025
Q1 		$689K Buy
3,100
+1,900
+158% +$440K 0.22% 50
2024
Q4 		$301K Buy
+1,200
New +$283K 0.1% 70
2024
Q2 		– Sell
-2,100
Closed -$360K – 88
2024
Q1 		$360K Hold
2,100
– – 0.14% 66
2023
Q4 		$404K Hold
2,100
– – 0.15% 54
2023
Q3 		$360K Buy
+2,100
New +$385K 0.15% 59
2021
Q1 		– Sell
-6,800
Closed -$902K – 85
2020
Q4 		$902K Sell
6,800
-400
-6% -$48.1K 0.35% 40
2020
Q3 		$834K Sell
7,200
-3,200
-31% -$349K 0.29% 46
2020
Q2 		$948K Sell
10,400
-12,000
-54% -$930K 0.39% 45
2020
Q1 		$1.42M Buy
22,400
+6,400
+40% +$471K 0.58% 37
2019
Q4 		$1.18M Sell
16,000
-800
-5% -$51.5K 0.38% 45
2019
Q3 		$942K Sell
16,800
-1,200
-7% -$62.7K 0.32% 51
2019
Q2 		$891K Sell
18,000
-6,000
-25% -$292K 0.3% 52
2019
Q1 		$1.14M Buy
24,000
+12,400
+107% +$526K 0.39% 46
2018
Q4 		$457K Buy
11,600
+1,600
+16% +$77.6K 0.18% 78
2018
Q3 		$564K Sell
10,000
-5,200
-34% -$271K 0.23% 70
2018
Q2 		$703K Buy
15,200
+5,600
+58% +$254K 0.31% 61
2018
Q1 		$403K Sell
9,600
-6,800
-41% -$293K 0.18% 91
2017
Q4 		$694K Buy
+16,400
New +$685K 0.32% 64

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

All Terrain Financial Advisors's AAPL Position: Q2 2026 in Review

All Terrain Financial Advisors reduced its Apple (AAPL) stake by 0.3% in Q2 2026, selling an estimated $58.1K and leaving 66,655 shares worth $19.3M. The position accounts for 3.14% of the portfolio, ranked #7.

All Terrain Financial Advisors first reported a position in AAPL in Q4 2017 and has held it in 35 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • All Terrain Financial Advisors held 66,655 shares of Apple worth $19.3M as of Q2 2026.
  • All Terrain Financial Advisors sold 203 Apple shares in Q2 2026, an estimated $58.1K.
  • Apple made up 3.14% of All Terrain Financial Advisors's portfolio in Q2 2026, its #7 holding.
  • All Terrain Financial Advisors first reported a position in Apple in Q4 2017 and has held it in 35 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on All Terrain Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.