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Alpha Financial Partners’s Apple AAPL Stock Holding History

Alpha Financial Partners’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 		$2.27M Buy
7,848
+101
+1% +$28.9K 1.19% 14
2026
Q1 		$1.97M Buy
7,747
+394
+5% +$103K 1.16% 16
2025
Q4 		$2M Buy
7,353
+204
+3% +$54.8K 1.22% 14
2025
Q3 		$1.82M Buy
7,149
+1,039
+17% +$235K 1.18% 16
2025
Q2 		$1.25M Buy
6,110
+519
+9% +$105K 0.9% 19
2025
Q1 		$1.24M Buy
5,591
+121
+2% +$28K 1% 14
2024
Q4 		$1.37M Sell
5,470
-785
-13% -$185K 1.08% 14
2024
Q3 		$1.46M Buy
6,255
+498
+9% +$111K 1.04% 25
2024
Q2 		$1.21M Buy
5,757
+554
+11% +$103K 1.05% 14
2024
Q1 		$892K Buy
5,203
+302
+6% +$54.9K 0.81% 20
2023
Q4 		$944K Buy
4,901
+208
+4% +$38.4K 0.93% 17
2023
Q3 		$803K Sell
4,693
-3,284
-41% -$602K 0.93% 20
2023
Q2 		$1.55M Sell
7,977
-454
-5% -$79.1K 1.65% 12
2023
Q1 		$1.39M Sell
8,431
-387
-4% -$57.1K 1.56% 11
2022
Q4 		$1.15M Buy
+8,818
New +$1.26M 1.39% 14

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 Partners's AAPL Position: Q2 2026 in Review

Alpha Financial Partners increased its Apple (AAPL) stake by 1.3% in Q2 2026, buying an estimated $28.9K and bringing the position to 7,848 shares worth $2.27M. The position accounts for 1.19% of the portfolio, ranked #14.

Alpha Financial Partners first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. 6,135 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Alpha Financial Partners held 7,848 shares of Apple worth $2.27M as of Q2 2026.
  • Alpha Financial Partners bought 101 Apple shares in Q2 2026, an estimated $28.9K.
  • Apple made up 1.19% of Alpha Financial Partners's portfolio in Q2 2026, its #14 holding.
  • Alpha Financial Partners first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • 6,135 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Alpha Financial Partners's 13F filing for Q2 2026, filed 11 Aug 2026.