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Anderson Financial Strategies’s Apple AAPL Stock Holding History

Anderson Financial 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
Q1 		– Sell
-2,906
Closed -$790K – 33
2025
Q4 		$790K Hold
2,906
– – 0.46% 30
2025
Q3 		$740K Hold
2,906
– – 0.44% 30
2025
Q2 		$596K Hold
2,906
– – 0.38% 30
2025
Q1 		$646K Buy
2,906
+2,857
+5,831% +$662K 0.39% 28
2024
Q4 		$12.3K Buy
+49
New +$11.5K 0.01% 86

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Anderson Financial Strategies's AAPL Position: Q1 2026 in Review

Anderson Financial Strategies sold out of Apple (AAPL) in Q1 2026, closing a stake of 2,906 shares — an estimated $790K sold.

Anderson Financial Strategies first reported a position in AAPL in Q4 2024 and held it in 5 quarters. The position peaked at $790K in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Anderson Financial Strategies reported no remaining Apple position as of Q1 2026 after selling out during the quarter.
  • Anderson Financial Strategies sold 2,906 Apple shares in Q1 2026, an estimated $790K.
  • Anderson Financial Strategies first reported a position in Apple in Q4 2024 and held it in 5 quarters.
  • Anderson Financial Strategies's Apple position peaked at $790K in Q4 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Anderson Financial Strategies's 13F filing for Q1 2026, filed 15 May 2026.