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	$723K	Buy	+2,500	New	+$715K	0.19%	38

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

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. 6,132 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.
6,132 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.