American Financial & Tax Strategies’s Apple AAPL Stock Holding History

American Financial & Tax Strategies’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	$1.2M	Hold	4,150	–	–	0.54%	50
2026 Q1	$1.05M	Hold	4,150	–	–	0.51%	52
2025 Q4	$1.13M	Hold	4,150	–	–	0.56%	49
2025 Q3	$1.06M	Sell	4,150 -3,000	-42%	-$678K	0.53%	53
2025 Q2	$1.47M	Hold	7,150	–	–	0.76%	40
2025 Q1	$1.59M	Buy	7,150 +2,037	+40%	+$472K	0.85%	36
2024 Q4	$1.28M	Hold	5,113	–	–	0.66%	44
2024 Q3	$1.19M	Sell	5,113 -1,016	-17%	-$227K	0.6%	48
2024 Q2	$1.29M	Buy	6,129 +55	+0.9%	+$10.3K	0.68%	46
2024 Q1	$1.04M	Hold	6,074	–	–	0.56%	50
2023 Q4	$1.17M	Buy	+6,074	New	+$1.12M	0.67%	46

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

American Financial & Tax Strategies's AAPL Position: Q2 2026 in Review

American Financial & Tax Strategies held its Apple (AAPL) position steady in Q2 2026 at 4,150 shares worth $1.2M. The position accounts for 0.54% of the portfolio, ranked #50.

American Financial & Tax Strategies first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.59M in Q1 2025. 4,143 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

American Financial & Tax Strategies held 4,150 shares of Apple worth $1.2M as of Q2 2026.
American Financial & Tax Strategies left its Apple share count unchanged in Q2 2026.
Apple made up 0.54% of American Financial & Tax Strategies's portfolio in Q2 2026, its #50 holding.
American Financial & Tax Strategies first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
American Financial & Tax Strategies's Apple position peaked at $1.59M in Q1 2025.
4,143 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on American Financial & Tax Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.