Amara Financial’s Apple AAPL Stock Holding History

Amara Financial’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	$393K	Buy	1,357 +1	+0.1%	+$286	0.23%	34
2026 Q1	$344K	Sell	1,356 -178	-12%	-$46.3K	0.24%	36
2025 Q4	$417K	Sell	1,534 -2	-0.1%	-$537	0.29%	32
2025 Q3	$391K	Buy	1,536 +19	+1%	+$4.29K	0.29%	34
2025 Q2	$311K	Buy	1,517 +277	+22%	+$55.9K	0.27%	36
2025 Q1	$276K	Buy	1,240 +1	+0.1%	+$232	0.25%	41
2024 Q4	$310K	Buy	1,239 +1	+0.1%	+$236	0.29%	39
2024 Q3	$288K	Buy	+1,238	New	+$276K	0.28%	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

Amara Financial's AAPL Position: Q2 2026 in Review

Amara Financial increased its Apple (AAPL) stake by 0.07% in Q2 2026, buying an estimated $286 and bringing the position to 1,357 shares worth $393K. The position accounts for 0.23% of the portfolio, ranked #34.

Amara Financial first reported a position in AAPL in Q3 2024 and has held it in 8 quarters since. The position peaked at $417K in Q4 2025. 6,084 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Amara Financial held 1,357 shares of Apple worth $393K as of Q2 2026.
Amara Financial bought 1 Apple share in Q2 2026, an estimated $286.
Apple made up 0.23% of Amara Financial's portfolio in Q2 2026, its #34 holding.
Amara Financial first reported a position in Apple in Q3 2024 and has held it in 8 quarters since.
Amara Financial's Apple position peaked at $417K in Q4 2025.
6,084 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Amara Financial's 13F filing for Q2 2026, filed 7 Aug 2026.