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Chancellor Financial Group WB’s Apple AAPL Stock Holding History

Chancellor Financial Group WB’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 		$22.9M Buy
79,018
+1,915
+2% +$548K 14.15% 1
2026
Q1 		$19.6M Buy
77,103
+199
+0.3% +$51.8K 13.85% 1
2025
Q4 		$20.9M Sell
76,904
-1,891
-2% -$508K 14.17% 1
2025
Q3 		$20.1M Buy
78,795
+259
+0.3% +$58.5K 14.16% 1
2025
Q2 		$16.1M Sell
78,536
-190
-0.2% -$38.4K 12.44% 1
2025
Q1 		$17.5M Sell
78,726
-1,996
-2% -$462K 14.44% 1
2024
Q4 		$20.2M Buy
+80,722
New +$19M 16.28% 1

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

Chancellor Financial Group WB's AAPL Position: Q2 2026 in Review

Chancellor Financial Group WB increased its Apple (AAPL) stake by 2.5% in Q2 2026, buying an estimated $548K and bringing the position to 79,018 shares worth $22.9M. The position accounts for 14.15% of the portfolio, ranked #1.

Chancellor Financial Group WB first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 6,130 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Chancellor Financial Group WB held 79,018 shares of Apple worth $22.9M as of Q2 2026.
  • Chancellor Financial Group WB bought 1,915 Apple shares in Q2 2026, an estimated $548K.
  • Apple made up 14.15% of Chancellor Financial Group WB's portfolio in Q2 2026, its #1 holding.
  • Chancellor Financial Group WB first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 6,130 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Chancellor Financial Group WB's 13F filing for Q2 2026, filed 10 Aug 2026.