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Alpha Financial Advisors’s Apple AAPL Stock Holding History

Alpha 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 		$1.09M Buy
3,771
+7
+0.2% +$2K 0.29% 30
2026
Q1 		$955K Sell
3,764
-99
-3% -$25.8K 0.29% 25
2025
Q4 		$1.05M Buy
3,863
+186
+5% +$49.9K 0.32% 24
2025
Q3 		$936K Buy
3,677
+65
+2% +$14.7K 0.33% 22
2025
Q2 		$741K Buy
3,612
+918
+34% +$185K 0.29% 24
2025
Q1 		$598K Buy
2,694
+56
+2% +$13K 0.27% 20
2024
Q4 		$661K Sell
2,638
-189
-7% -$44.5K 0.3% 19
2024
Q3 		$659K Buy
2,827
+292
+12% +$65.2K 0.29% 18
2024
Q2 		$534K Buy
2,535
+41
+2% +$7.65K 0.26% 19
2024
Q1 		$428K Buy
2,494
+4
+0.2% +$727 0.2% 26
2023
Q4 		$479K Buy
2,490
+1,155
+87% +$213K 0.24% 20
2023
Q3 		$229K Buy
1,335
+300
+29% +$55K 0.14% 38
2023
Q2 		$201K Buy
+1,035
New +$180K 0.13% 40

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

Alpha Financial Advisors's AAPL Position: Q2 2026 in Review

Alpha Financial Advisors increased its Apple (AAPL) stake by 0.19% in Q2 2026, buying an estimated $2K and bringing the position to 3,771 shares worth $1.09M. The position accounts for 0.29% of the portfolio, ranked #30.

Alpha Financial Advisors first reported a position in AAPL in Q2 2023 and has held it in 13 quarters since. 6,135 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Alpha Financial Advisors held 3,771 shares of Apple worth $1.09M as of Q2 2026.
  • Alpha Financial Advisors bought 7 Apple shares in Q2 2026, an estimated $2K.
  • Apple made up 0.29% of Alpha Financial Advisors's portfolio in Q2 2026, its #30 holding.
  • Alpha Financial Advisors first reported a position in Apple in Q2 2023 and has held it in 13 quarters since.
  • 6,135 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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