Brown Financial Advisory’s Apple AAPL Stock Holding History

Brown Financial Advisory’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	$1.23M	Sell	4,253 -704	-14%	-$201K	0.51%	12
2026 Q1	$1.26M	Sell	4,957 -630	-11%	-$164K	0.62%	12
2025 Q4	$1.52M	Buy	5,587 +1	+0%	+$268	0.77%	14
2025 Q3	$1.42M	Sell	5,586 -100	-2%	-$22.6K	0.74%	14
2025 Q2	$1.17M	Buy	5,686 +1,916	+51%	+$387K	0.64%	15
2025 Q1	$837K	Buy	3,770 +1,972	+110%	+$457K	0.52%	16
2024 Q4	$450K	Buy	1,798 +433	+32%	+$102K	0.32%	21
2024 Q3	$318K	Buy	1,365 +1	+0.1%	+$223	0.22%	25
2024 Q2	$287K	Buy	1,364 +50	+4%	+$9.32K	0.22%	26
2024 Q1	$225K	Buy	1,314 +77	+6%	+$14K	0.18%	30
2023 Q4	$238K	Hold	1,237	–	–	0.19%	29
2023 Q3	$212K	Buy	1,237 +100	+9%	+$18.3K	0.19%	29
2023 Q2	$221K	Buy	+1,137	New	+$198K	0.18%	28
2022 Q1	–	Sell	-1,537	Closed	-$273K	–	30
2021 Q4	$273K	Buy	+1,537	New	+$243K	0.24%	25

Other funds holding AAPL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

Brown Financial Advisory reduced its Apple (AAPL) stake by 14% in Q2 2026, selling an estimated $201K and leaving 4,253 shares worth $1.23M. The position accounts for 0.51% of the portfolio, ranked #12.

Brown Financial Advisory first reported a position in AAPL in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.52M in Q4 2025. 3,064 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Brown Financial Advisory held 4,253 shares of Apple worth $1.23M as of Q2 2026.
Brown Financial Advisory sold 704 Apple shares in Q2 2026, an estimated $201K.
Apple made up 0.51% of Brown Financial Advisory's portfolio in Q2 2026, its #12 holding.
Brown Financial Advisory first reported a position in Apple in Q4 2021 and has held it in 14 quarters since.
Brown Financial Advisory's Apple position peaked at $1.52M in Q4 2025.
3,064 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Brown Financial Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.