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Aspetuck Financial Management’s Apple AAPL Stock Holding History

Aspetuck Financial Management’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 		$5.21M Buy
18,010
+130
+0.7% +$37.2K 3.07% 9
2026
Q1 		$4.54M Buy
17,880
+175
+1% +$45.5K 3.11% 9
2025
Q4 		$4.81M Buy
17,705
+3
+0% +$805 3.23% 7
2025
Q3 		$4.51M Buy
17,702
+46
+0.3% +$10.4K 3.09% 7
2025
Q2 		$3.62M Sell
17,656
-157
-0.9% -$31.7K 2.73% 9
2025
Q1 		$3.96M Sell
17,813
-200
-1% -$46.3K 3.4% 6
2024
Q4 		$4.51M Buy
+18,013
New +$4.25M 3.52% 6

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

Aspetuck Financial Management's AAPL Position: Q2 2026 in Review

Aspetuck Financial Management increased its Apple (AAPL) stake by 0.73% in Q2 2026, buying an estimated $37.2K and bringing the position to 18,010 shares worth $5.21M. The position accounts for 3.07% of the portfolio, ranked #9.

Aspetuck Financial Management first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Aspetuck Financial Management held 18,010 shares of Apple worth $5.21M as of Q2 2026.
  • Aspetuck Financial Management bought 130 Apple shares in Q2 2026, an estimated $37.2K.
  • Apple made up 3.07% of Aspetuck Financial Management's portfolio in Q2 2026, its #9 holding.
  • Aspetuck Financial Management first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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