Broadview Financial Management’s Apple AAPL Stock Holding History

Broadview Financial Management’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	$267K	Buy	+923	New	+$264K	0.16%	39

Other funds holding AAPL

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Norges Bank Oslo, Norway $1T AUM

Broadview Financial Management's AAPL Position: Q2 2026 in Review

Broadview Financial Management opened a new position in Apple (AAPL) in Q2 2026: 923 shares worth $267K. The stake represents 0.16% of the portfolio and ranks #39 among its holdings.

6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Broadview Financial Management held 923 shares of Apple worth $267K as of Q2 2026.
Apple was a new Broadview Financial Management position in Q2 2026.
Apple made up 0.16% of Broadview Financial Management's portfolio in Q2 2026, its #39 holding.
6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Broadview Financial Management's 13F filing for Q2 2026, filed 13 Aug 2026.