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Atomi Financial Group’s Apple AAPL Stock Holding History

Atomi Financial Group’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 		$146M Buy
503,054
+34,703
+7% +$9.93M 3.79% 1
2026
Q1 		$119M Sell
468,351
-1,402
-0.3% -$365K 3.65% 1
2025
Q4 		$128M Buy
469,753
+82,743
+21% +$22.2M 3.75% 1
2025
Q3 		$98.5M Buy
387,010
+24,265
+7% +$5.48M 3.19% 1
2025
Q2 		$74.4M Buy
362,745
+26,208
+8% +$5.29M 2.81% 2
2025
Q1 		$74.8M Buy
336,537
+12,532
+4% +$2.9M 3.41% 1
2024
Q4 		$81.1M Buy
324,005
+57,741
+22% +$13.6M 4.1% 1
2024
Q3 		$62M Buy
266,264
+13,855
+5% +$3.09M 3.88% 1
2024
Q2 		$53.2M Buy
252,409
+36,507
+17% +$6.81M 3.93% 2
2024
Q1 		$37M Buy
215,902
+25,292
+13% +$4.6M 3.42% 2
2023
Q4 		$36.7M Buy
190,610
+54,078
+40% +$9.98M 5.08% 2
2023
Q3 		$23.4M Buy
136,532
+16,919
+14% +$3.1M 7.81% 1
2023
Q2 		$23.2M Buy
119,613
+9,721
+9% +$1.69M 10.58% 1
2023
Q1 		$18.1M Buy
+109,892
New +$16.2M 10.12% 1

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

Atomi Financial Group's AAPL Position: Q2 2026 in Review

Atomi Financial Group increased its Apple (AAPL) stake by 7.4% in Q2 2026, buying an estimated $9.93M and bringing the position to 503,054 shares worth $146M. The position accounts for 3.79% of the portfolio, ranked #1.

Atomi Financial Group first reported a position in AAPL in Q1 2023 and has held it in 14 quarters since. 6,137 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Atomi Financial Group held 503,054 shares of Apple worth $146M as of Q2 2026.
  • Atomi Financial Group bought 34,703 Apple shares in Q2 2026, an estimated $9.93M.
  • Apple made up 3.79% of Atomi Financial Group's portfolio in Q2 2026, its #1 holding.
  • Atomi Financial Group first reported a position in Apple in Q1 2023 and has held it in 14 quarters since.
  • 6,137 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.