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Brian Low Financial Group’s Apple AAPL Stock Holding History

Brian Low 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 		$6.44M Buy
22,242
+1,608
+8% +$460K 3.75% 3
2026
Q1 		$5.24M Buy
20,634
+1,839
+10% +$479K 3.56% 4
2025
Q4 		$5.11M Sell
18,795
-1,064
-5% -$286K 3.62% 4
2025
Q3 		$5.06M Buy
19,859
+2,702
+16% +$610K 3.92% 4
2025
Q2 		$3.52M Buy
+17,157
New +$3.46M 3.3% 4

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

Brian Low Financial Group's AAPL Position: Q2 2026 in Review

Brian Low Financial Group increased its Apple (AAPL) stake by 7.8% in Q2 2026, buying an estimated $460K and bringing the position to 22,242 shares worth $6.44M. The position accounts for 3.75% of the portfolio, ranked #3.

Brian Low Financial Group first reported a position in AAPL in Q2 2025 and has held it in 5 quarters since. 6,135 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Brian Low Financial Group held 22,242 shares of Apple worth $6.44M as of Q2 2026.
  • Brian Low Financial Group bought 1,608 Apple shares in Q2 2026, an estimated $460K.
  • Apple made up 3.75% of Brian Low Financial Group's portfolio in Q2 2026, its #3 holding.
  • Brian Low Financial Group first reported a position in Apple in Q2 2025 and has held it in 5 quarters since.
  • 6,135 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Brian Low Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.