BFA
AAPL icon

Brown Financial Advisors’s Apple AAPL Stock Holding History

Brown Financial Advisors’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 		$5.82M Sell
20,104
-295
-1% -$84.4K 2.03% 8
2026
Q1 		$5.18M Sell
20,399
-2,037
-9% -$530K 1.96% 8
2025
Q4 		$6.1M Sell
22,436
-109
-0.5% -$29.3K 2.23% 9
2025
Q3 		$5.74M Sell
22,545
-85
-0.4% -$19.2K 2.12% 9
2025
Q2 		$4.64M Buy
22,630
+454
+2% +$91.7K 1.81% 10
2025
Q1 		$4.93M Buy
22,176
+3,486
+19% +$808K 2.03% 7
2024
Q4 		$4.68M Sell
18,690
-858
-4% -$202K 1.88% 12
2024
Q3 		$4.55M Sell
19,548
-1,367
-7% -$305K 1.88% 12
2024
Q2 		$4.41M Buy
+20,915
New +$3.9M 1.97% 8

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

Brown Financial Advisors's AAPL Position: Q2 2026 in Review

Brown Financial Advisors reduced its Apple (AAPL) stake by 1.4% in Q2 2026, selling an estimated $84.4K and leaving 20,104 shares worth $5.82M. The position accounts for 2.03% of the portfolio, ranked #8.

Brown Financial Advisors first reported a position in AAPL in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.1M in Q4 2025. 6,105 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Brown Financial Advisors held 20,104 shares of Apple worth $5.82M as of Q2 2026.
  • Brown Financial Advisors sold 295 Apple shares in Q2 2026, an estimated $84.4K.
  • Apple made up 2.03% of Brown Financial Advisors's portfolio in Q2 2026, its #8 holding.
  • Brown Financial Advisors first reported a position in Apple in Q2 2024 and has held it in 9 quarters since.
  • Brown Financial Advisors's Apple position peaked at $6.1M in Q4 2025.
  • 6,105 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Brown Financial Advisors's 13F filing for Q2 2026, filed 26 Aug 2026.