Aznar Financial Advisors’s Apple AAPL Stock Holding History

Aznar Financial Advisors’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
2025 Q4	$1.15M	Buy	+4,224	New	+$1.13M	1.1%	17

Other funds holding AAPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Aznar Financial Advisors's AAPL Position: Q4 2025 in Review

Aznar Financial Advisors opened a new position in Apple (AAPL) in Q4 2025: 4,224 shares worth $1.15M. The stake represents 1.1% of the portfolio and ranks #17 among its holdings.

6,130 funds tracked by Wall St. Rank hold AAPL as of Q4 2025.

Aznar Financial Advisors held 4,224 shares of Apple worth $1.15M as of Q4 2025.
Apple was a new Aznar Financial Advisors position in Q4 2025.
Apple made up 1.1% of Aznar Financial Advisors's portfolio in Q4 2025, its #17 holding.
6,130 funds tracked by Wall St. Rank held Apple as of Q4 2025.

Based on Aznar Financial Advisors's 13F filing for Q4 2025, filed 19 Feb 2026.