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AAPL icon

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
Q2 		$4.38M Sell
15,154
-353
-2% -$101K 1.76% 7
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 $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

Brogan Financial's AAPL Position: Q2 2026 in Review

Brogan Financial reduced its Apple (AAPL) stake by 2.3% in Q2 2026, selling an estimated $101K and leaving 15,154 shares worth $4.38M. The position accounts for 1.76% of the portfolio, ranked #7.

Brogan Financial first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. 6,136 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Brogan Financial held 15,154 shares of Apple worth $4.38M as of Q2 2026.
  • Brogan Financial sold 353 Apple shares in Q2 2026, an estimated $101K.
  • Apple made up 1.76% of Brogan Financial's portfolio in Q2 2026, its #7 holding.
  • Brogan Financial first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • 6,136 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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