Catalyst Financial Partners’s Apple AAPL Stock Holding History

Catalyst Financial Partners’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	$37.5M	Buy	129,671 +6,820	+6%	+$1.95M	3.72%	4
2026 Q1	$31.2M	Buy	122,851 +10,181	+9%	+$2.65M	3.68%	3
2025 Q4	$30.6M	Buy	112,670 +10,278	+10%	+$2.76M	3.42%	4
2025 Q3	$26.1M	Buy	102,392 +1,022	+1%	+$231K	3.14%	6
2025 Q2	$20.8M	Buy	101,370 +1,663	+2%	+$336K	2.27%	8
2025 Q1	$22.1M	Buy	99,707 +715	+0.7%	+$166K	4.08%	5
2024 Q4	$24.8M	Buy	98,992 +2,403	+2%	+$566K	4.66%	5
2024 Q3	$22.5M	Buy	96,589 +3,935	+4%	+$879K	4.4%	5
2024 Q2	$19.5M	Buy	92,654 +5,885	+7%	+$1.1M	4.29%	5
2024 Q1	$14.6M	Buy	86,769 +1,043	+1%	+$190K	3.75%	5
2023 Q4	$16.5M	Buy	85,726 +2,512	+3%	+$464K	4.66%	5
2023 Q3	$14.2M	Buy	83,214 +20,027	+32%	+$3.67M	4.6%	4
2023 Q2	$12.3M	Buy	63,187 +5,334	+9%	+$929K	4.37%	4
2023 Q1	$9.54M	Buy	57,853 +7,851	+16%	+$1.16M	4.08%	5
2022 Q4	$6.5M	Buy	+50,002	New	+$7.15M	3.34%	6

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Catalyst Financial Partners's AAPL Position: Q2 2026 in Review

Catalyst Financial Partners increased its Apple (AAPL) stake by 5.6% in Q2 2026, buying an estimated $1.95M and bringing the position to 129,671 shares worth $37.5M. The position accounts for 3.72% of the portfolio, ranked #4.

Catalyst Financial Partners first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Catalyst Financial Partners held 129,671 shares of Apple worth $37.5M as of Q2 2026.
Catalyst Financial Partners bought 6,820 Apple shares in Q2 2026, an estimated $1.95M.
Apple made up 3.72% of Catalyst Financial Partners's portfolio in Q2 2026, its #4 holding.
Catalyst Financial Partners first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
6,089 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.