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Allegiance Financial Group Advisory Services’s Apple AAPL Stock Holding History

Allegiance Financial Group 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 		$3.85M Sell
13,304
-813
-6% -$233K 0.67% 20
2026
Q1 		$3.58M Sell
14,117
-1,661
-11% -$432K 0.71% 19
2025
Q4 		$4.29M Buy
15,778
+1,992
+14% +$535K 0.9% 18
2025
Q3 		$3.51M Sell
13,786
-708
-5% -$160K 0.81% 18
2025
Q2 		$2.97M Buy
14,494
+286
+2% +$57.8K 0.79% 20
2025
Q1 		$3.16M Sell
14,208
-692
-5% -$160K 0.96% 20
2024
Q4 		$3.73M Buy
14,900
+830
+6% +$196K 1.21% 19
2024
Q3 		$3.28M Sell
14,070
-699
-5% -$156K 1.14% 20
2024
Q2 		$3.11M Buy
14,769
+407
+3% +$75.9K 1.19% 21
2024
Q1 		$2.46M Sell
14,362
-330
-2% -$60K 1.01% 23
2023
Q4 		$2.83M Buy
14,692
+328
+2% +$60.6K 1.33% 20
2023
Q3 		$2.46M Buy
14,364
+1,513
+12% +$277K 1.39% 22
2023
Q2 		$2.49M Buy
12,851
+11
+0.1% +$1.92K 1.47% 22
2023
Q1 		$2.12M Sell
12,840
-206
-2% -$30.4K 1.56% 23
2022
Q4 		$1.7M Buy
+13,046
New +$1.86M 1.63% 23

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

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

Allegiance Financial Group Advisory Services reduced its Apple (AAPL) stake by 5.8% in Q2 2026, selling an estimated $233K and leaving 13,304 shares worth $3.85M. The position accounts for 0.67% of the portfolio, ranked #20.

Allegiance Financial Group Advisory Services first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.29M in Q4 2025. 6,096 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Allegiance Financial Group Advisory Services held 13,304 shares of Apple worth $3.85M as of Q2 2026.
  • Allegiance Financial Group Advisory Services sold 813 Apple shares in Q2 2026, an estimated $233K.
  • Apple made up 0.67% of Allegiance Financial Group Advisory Services's portfolio in Q2 2026, its #20 holding.
  • Allegiance Financial Group Advisory Services first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • Allegiance Financial Group Advisory Services's Apple position peaked at $4.29M in Q4 2025.
  • 6,096 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Allegiance Financial Group Advisory Services's 13F filing for Q2 2026, filed 27 Jul 2026.