AFO
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Arrowroot Family Office’s Apple AAPL Stock Holding History

Arrowroot Family Office’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 		$4.32M Buy
14,927
+583
+4% +$167K 1.24% 20
2026
Q1 		$3.64M Sell
14,344
-73
-0.5% -$19K 1.2% 22
2025
Q4 		$3.92M Sell
14,417
-1,581
-10% -$424K 1.43% 21
2025
Q3 		$4.07M Sell
15,998
-966
-6% -$218K 1.63% 21
2025
Q2 		$3.48M Buy
+16,964
New +$3.43M 1.56% 18
2024
Q4 		$4.58M Buy
18,305
+4,970
+37% +$1.17M 2.38% 9
2024
Q3 		$3.11M Buy
13,335
+1,145
+9% +$256K 1.81% 17
2024
Q2 		$2.57M Sell
12,190
-353
-3% -$65.8K 1.64% 18
2024
Q1 		$2.15M Buy
12,543
+274
+2% +$49.8K 1.38% 19
2023
Q4 		$2.36M Sell
12,269
-671
-5% -$124K 1.67% 16
2023
Q3 		$2.22M Sell
12,940
-536
-4% -$98.3K 1.75% 15
2023
Q2 		$2.61M Buy
13,476
+1,729
+15% +$301K 1.98% 11
2023
Q1 		$1.94M Buy
+11,747
New +$1.73M 1.65% 16

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

Arrowroot Family Office's AAPL Position: Q2 2026 in Review

Arrowroot Family Office increased its Apple (AAPL) stake by 4.1% in Q2 2026, buying an estimated $167K and bringing the position to 14,927 shares worth $4.32M. The position accounts for 1.24% of the portfolio, ranked #20.

Arrowroot Family Office first reported a position in AAPL in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.58M in Q4 2024. 6,136 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Arrowroot Family Office held 14,927 shares of Apple worth $4.32M as of Q2 2026.
  • Arrowroot Family Office bought 583 Apple shares in Q2 2026, an estimated $167K.
  • Apple made up 1.24% of Arrowroot Family Office's portfolio in Q2 2026, its #20 holding.
  • Arrowroot Family Office first reported a position in Apple in Q1 2023 and has held it in 13 quarters since.
  • Arrowroot Family Office's Apple position peaked at $4.58M in Q4 2024.
  • 6,136 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Arrowroot Family Office's 13F filing for Q2 2026, filed 6 Aug 2026.