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Benedict Financial Advisors’s Apple AAPL Stock Holding History

Benedict 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
2026
Q2 		$23.8M Sell
82,116
-2,076
-2% -$594K 4.62% 1
2026
Q1 		$21.4M Sell
84,192
-3,473
-4% -$904K 4.45% 1
2025
Q4 		$23.8M Sell
87,665
-2,469
-3% -$663K 5.02% 1
2025
Q3 		$23M Sell
90,134
-2,649
-3% -$598K 4.98% 1
2025
Q2 		$19M Sell
92,783
-959
-1% -$194K 4.31% 1
2025
Q1 		$20.8M Sell
93,742
-4,686
-5% -$1.09M 4.83% 1
2024
Q4 		$24.6M Sell
98,428
-1,680
-2% -$396K 5.98% 1
2024
Q3 		$23.3M Sell
100,108
-4,106
-4% -$917K 5.51% 1
2024
Q2 		$21.9M Sell
104,214
-2,531
-2% -$472K 5.57% 1
2024
Q1 		$18.3M Sell
106,745
-1,243
-1% -$226K 4.65% 1
2023
Q4 		$20.8M Sell
107,988
-1,563
-1% -$289K 5.66% 1
2023
Q3 		$18.8M Sell
109,551
-2,538
-2% -$465K 5.42% 1
2023
Q2 		$21.7M Sell
112,089
-7,819
-7% -$1.36M 5.98% 1
2023
Q1 		$19.8M Buy
119,908
+13,820
+13% +$2.04M 5.57% 1
2022
Q4 		$13.8M Sell
106,088
-2,366
-2% -$338K 4.09% 1
2022
Q3 		$15M Sell
108,454
-2,707
-2% -$425K 4.79% 1
2022
Q2 		$15.2M Sell
111,161
-2,916
-3% -$442K 4.49% 1
2022
Q1 		$19.9M Sell
114,077
-3,923
-3% -$660K 5.32% 1
2021
Q4 		$21M Sell
118,000
-5,438
-4% -$859K 5.46% 1
2021
Q3 		$17.5M Sell
123,438
-3,228
-3% -$475K 4.88% 1
2021
Q2 		$17.3M Sell
126,666
-16,750
-12% -$2.17M 4.82% 1
2021
Q1 		$17.5M Buy
143,416
+29,321
+26% +$3.76M 5.06% 1
2020
Q4 		$15.1M Sell
114,095
-6,369
-5% -$766K 5.45% 1
2020
Q3 		$14M Sell
120,464
-15,008
-11% -$1.64M 5.37% 1
2020
Q2 		$12.4M Sell
135,472
-3,816
-3% -$296K 5.1% 2
2020
Q1 		$8.86M Sell
139,288
-7,668
-5% -$564K 4.17% 2
2019
Q4 		$10.8M Sell
146,956
-4,400
-3% -$283K 4.2% 2
2019
Q3 		$8.47M Sell
151,356
-1,948
-1% -$102K 3.48% 2
2019
Q2 		$7.58M Buy
153,304
+1,012
+0.7% +$49.3K 3.16% 4
2019
Q1 		$7.23M Buy
152,292
+376
+0.2% +$15.9K 3.14% 5
2018
Q4 		$5.99M Buy
151,916
+1,508
+1% +$73.1K 2.96% 5
2018
Q3 		$8.49M Sell
150,408
-708
-0.5% -$36.9K 3.8% 2
2018
Q2 		$6.99M Buy
151,116
+4
+0% +$181 3.46% 2
2018
Q1 		$6.34M Sell
151,112
-1,656
-1% -$71.3K 3.19% 4
2017
Q4 		$6.46M Sell
152,768
-1,816
-1% -$75.9K 3.11% 3
2017
Q3 		$5.96M Sell
154,584
-1,844
-1% -$71.5K 3.06% 3
2017
Q2 		$5.88M Buy
156,428
+804
+0.5% +$29.7K 3.06% 3
2017
Q1 		$5.59M Buy
155,624
+1,312
+0.9% +$43.2K 3.04% 3
2016
Q4 		$4.47M Buy
154,312
+1,508
+1% +$42.8K 2.58% 5
2016
Q3 		$4.3M Buy
152,804
+3,268
+2% +$86.5K 2.51% 8
2016
Q2 		$3.58M Buy
149,536
+4,944
+3% +$123K 2.1% 15
2016
Q1 		$3.94M Buy
144,592
+5,000
+4% +$125K 2.4% 11
2015
Q4 		$3.67M Buy
139,592
+5,352
+4% +$153K 2.33% 12
2015
Q3 		$3.7M Buy
134,240
+4,016
+3% +$118K 2.57% 6
2015
Q2 		$4.08M Buy
130,224
+596
+0.5% +$19.1K 2.65% 7
2015
Q1 		$4.11M Sell
129,628
-332
-0.3% -$10K 2.64% 8
2014
Q4 		$3.86M Buy
+129,960
New +$3.54M 2.53% 9

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Benedict Financial Advisors's AAPL Position: Q2 2026 in Review

Benedict Financial Advisors reduced its Apple (AAPL) stake by 2.5% in Q2 2026, selling an estimated $594K and leaving 82,116 shares worth $23.8M. The position accounts for 4.62% of the portfolio, ranked #1.

Benedict Financial Advisors first reported a position in AAPL in Q4 2014 and has held it in 47 quarters since. The position peaked at $24.6M in Q4 2024. 1,172 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Benedict Financial Advisors held 82,116 shares of Apple worth $23.8M as of Q2 2026.
  • Benedict Financial Advisors sold 2,076 Apple shares in Q2 2026, an estimated $594K.
  • Apple made up 4.62% of Benedict Financial Advisors's portfolio in Q2 2026, its #1 holding.
  • Benedict Financial Advisors first reported a position in Apple in Q4 2014 and has held it in 47 quarters since.
  • Benedict Financial Advisors's Apple position peaked at $24.6M in Q4 2024.
  • 1,172 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Benedict Financial Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.