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Balanced Rock Investment Advisors’s Apple AAPL Stock Holding History

Balanced Rock Investment 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
2026
Q2 		$1.48M Buy
5,128
+2,040
+66% +$584K 0.93% 31
2026
Q1 		$784K Buy
3,088
+689
+29% +$179K 0.55% 42
2025
Q4 		$652K Buy
2,399
+31
+1% +$8.32K 0.46% 46
2025
Q3 		$603K Buy
2,368
+75
+3% +$16.9K 0.44% 46
2025
Q2 		$470K Buy
2,293
+141
+7% +$28.5K 0.37% 58
2025
Q1 		$478K Buy
2,152
+3
+0.1% +$695 0.38% 49
2024
Q4 		$538K Buy
2,149
+98
+5% +$23.1K 0.43% 42
2024
Q3 		$478K Sell
2,051
-34
-2% -$7.59K 0.37% 51
2024
Q2 		$439K Sell
2,085
-73
-3% -$13.6K 0.37% 55
2024
Q1 		$370K Buy
2,158
+90
+4% +$16.4K 0.32% 62
2023
Q4 		$398K Buy
+2,068
New +$382K 0.35% 63

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

Balanced Rock Investment Advisors's AAPL Position: Q2 2026 in Review

Balanced Rock Investment Advisors increased its Apple (AAPL) stake by 66% in Q2 2026, buying an estimated $584K and bringing the position to 5,128 shares worth $1.48M. The position accounts for 0.93% of the portfolio, ranked #31.

Balanced Rock Investment Advisors first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Balanced Rock Investment Advisors held 5,128 shares of Apple worth $1.48M as of Q2 2026.
  • Balanced Rock Investment Advisors bought 2,040 Apple shares in Q2 2026, an estimated $584K.
  • Apple made up 0.93% of Balanced Rock Investment Advisors's portfolio in Q2 2026, its #31 holding.
  • Balanced Rock Investment Advisors first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Balanced Rock Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.