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Brogan Financial’s Apple AAPL Stock Holding History

Brogan Financial’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
Q1 		$3.94M Sell
15,507
-48
-0.3% -$12.5K 1.73% 7
2025
Q4 		$4.23M Sell
15,555
-22
-0.1% -$5.91K 1.85% 7
2025
Q3 		$3.97M Sell
15,577
-124
-0.8% -$28K 1.69% 7
2025
Q2 		$3.22M Buy
15,701
+99
+0.6% +$20K 1.44% 7
2025
Q1 		$3.47M Buy
15,602
+223
+1% +$51.7K 1.68% 7
2024
Q4 		$3.85M Buy
15,379
+37
+0.2% +$8.72K 1.89% 7
2024
Q3 		$3.57M Sell
15,342
-622
-4% -$139K 2.03% 6
2024
Q2 		$3.36M Buy
15,964
+748
+5% +$139K 2.12% 6
2024
Q1 		$2.61M Buy
15,216
+809
+6% +$147K 1.72% 6
2023
Q4 		$2.77M Sell
14,407
-401
-3% -$74K 2.05% 6
2023
Q3 		$2.54M Buy
14,808
+1,380
+10% +$253K 2.23% 6
2023
Q2 		$2.6M Sell
13,428
-992
-7% -$173K 2.21% 6
2023
Q1 		$2.38M Hold
14,420
– – 2.05% 6
2022
Q4 		$1.87M Buy
+14,420
New +$2.06M 1.67% 6

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Brogan Financial's AAPL Position: Q1 2026 in Review

Brogan Financial reduced its Apple (AAPL) stake by 0.31% in Q1 2026, selling an estimated $12.5K and leaving 15,507 shares worth $3.94M. The position accounts for 1.73% of the portfolio, ranked #7.

Brogan Financial first reported a position in AAPL in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.23M in Q4 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Brogan Financial held 15,507 shares of Apple worth $3.94M as of Q1 2026.
  • Brogan Financial sold 48 Apple shares in Q1 2026, an estimated $12.5K.
  • Apple made up 1.73% of Brogan Financial's portfolio in Q1 2026, its #7 holding.
  • Brogan Financial first reported a position in Apple in Q4 2022 and has held it in 14 quarters since.
  • Brogan Financial's Apple position peaked at $4.23M in Q4 2025.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Brogan Financial's 13F filing for Q1 2026, filed 11 May 2026.