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Breakthru Advisory Services’s Apple AAPL Stock Holding History

Breakthru Advisory Services’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 		– Sell
-11,806
Closed -$3M – 15
2026
Q1 		$3M Sell
11,806
-764
-6% -$199K 4.8% 6
2025
Q4 		$3.42M Buy
12,570
+376
+3% +$101K 2.18% 14
2025
Q3 		$3.1M Buy
+12,194
New +$2.75M 2.04% 14
2025
Q1 		– Sell
-11,719
Closed -$2.93M – 10
2024
Q4 		$2.93M Buy
+11,719
New +$2.76M 2.66% 11

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

Breakthru Advisory Services's AAPL Position: Q2 2026 in Review

Breakthru Advisory Services sold out of Apple (AAPL) in Q2 2026, closing a stake of 11,806 shares — an estimated $3M sold.

Breakthru Advisory Services first reported a position in AAPL in Q4 2024 and held it in 4 quarters. The position peaked at $3.42M in Q4 2025. 6,092 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Breakthru Advisory Services reported no remaining Apple position as of Q2 2026 after selling out during the quarter.
  • Breakthru Advisory Services sold 11,806 Apple shares in Q2 2026, an estimated $3M.
  • Breakthru Advisory Services first reported a position in Apple in Q4 2024 and held it in 4 quarters.
  • Breakthru Advisory Services's Apple position peaked at $3.42M in Q4 2025.
  • 6,092 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Breakthru Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.