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Cannon Financial Strategists’s Apple AAPL Stock Holding History

Cannon Financial Strategists’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 		$1.42M Buy
4,898
+445
+10% +$127K 0.16% 47
2026
Q1 		$1.13M Sell
4,453
-2,974
-40% -$774K 0.15% 45
2025
Q4 		$2.02M Sell
7,427
-28
-0.4% -$7.52K 0.28% 31
2025
Q3 		$1.9M Buy
7,455
+169
+2% +$38.2K 0.27% 31
2025
Q2 		$1.49M Sell
7,286
-58
-0.8% -$11.7K 0.24% 32
2025
Q1 		$1.63M Sell
7,344
-44
-0.6% -$10.2K 0.28% 30
2024
Q4 		$1.85M Buy
7,388
+590
+9% +$139K 0.32% 27
2024
Q3 		$1.58M Buy
6,798
+4,123
+154% +$921K 0.28% 30
2024
Q2 		$563K Sell
2,675
-3,920
-59% -$731K 0.11% 54
2024
Q1 		$1.13M Buy
6,595
+801
+14% +$146K 0.22% 36
2023
Q4 		$1.12M Buy
5,794
+18
+0.3% +$3.32K 0.24% 34
2023
Q3 		$989K Buy
5,776
+4,045
+234% +$742K 0.25% 35
2023
Q2 		$336K Sell
1,731
-9
-0.5% -$1.57K 0.09% 68
2023
Q1 		$287K Sell
1,740
-45
-3% -$6.64K 0.1% 61
2022
Q4 		$232K Sell
1,785
-222
-11% -$31.7K 0.08% 59
2022
Q3 		$277K Sell
2,007
-789
-28% -$124K 0.11% 59
2022
Q2 		$382K Buy
2,796
+560
+25% +$84.8K 0.15% 53
2022
Q1 		$390K Buy
2,236
+356
+19% +$59.9K 0.14% 45
2021
Q4 		$334K Hold
1,880
– – 0.12% 52
2021
Q3 		$266K Buy
1,880
+400
+27% +$58.9K 0.1% 57
2021
Q2 		$203K Buy
+1,480
New +$192K 0.08% 61

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 $3.38T AUM 44.17% 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

Cannon Financial Strategists's AAPL Position: Q2 2026 in Review

Cannon Financial Strategists increased its Apple (AAPL) stake by 10% in Q2 2026, buying an estimated $127K and bringing the position to 4,898 shares worth $1.42M. The position accounts for 0.16% of the portfolio, ranked #47.

Cannon Financial Strategists first reported a position in AAPL in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.02M in Q4 2025. 6,144 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Cannon Financial Strategists held 4,898 shares of Apple worth $1.42M as of Q2 2026.
  • Cannon Financial Strategists bought 445 Apple shares in Q2 2026, an estimated $127K.
  • Apple made up 0.16% of Cannon Financial Strategists's portfolio in Q2 2026, its #47 holding.
  • Cannon Financial Strategists first reported a position in Apple in Q2 2021 and has held it in 21 quarters since.
  • Cannon Financial Strategists's Apple position peaked at $2.02M in Q4 2025.
  • 6,144 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Cannon Financial Strategists's 13F filing for Q2 2026, filed 7 Aug 2026.