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Chapman Financial Group’s Apple AAPL Stock Holding History

Chapman Financial Group’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 		$7.3M Sell
25,241
-214
-0.8% -$61.2K 4.85% 2
2026
Q1 		$6.46M Sell
25,455
-1,504
-6% -$391K 4.62% 2
2025
Q4 		$7.33M Sell
26,959
-405
-1% -$109K 4.99% 1
2025
Q3 		$6.97M Buy
27,364
+1,350
+5% +$305K 4.82% 3
2025
Q2 		$5.34M Buy
+26,014
New +$5.25M 4.53% 3
2024
Q4 		$6.93M Buy
+27,667
New +$6.52M 5.54% 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

Chapman Financial Group's AAPL Position: Q2 2026 in Review

Chapman Financial Group reduced its Apple (AAPL) stake by 0.84% in Q2 2026, selling an estimated $61.2K and leaving 25,241 shares worth $7.3M. The position accounts for 4.85% of the portfolio, ranked #2.

Chapman Financial Group first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.33M in Q4 2025. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Chapman Financial Group held 25,241 shares of Apple worth $7.3M as of Q2 2026.
  • Chapman Financial Group sold 214 Apple shares in Q2 2026, an estimated $61.2K.
  • Apple made up 4.85% of Chapman Financial Group's portfolio in Q2 2026, its #2 holding.
  • Chapman Financial Group first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
  • Chapman Financial Group's Apple position peaked at $7.33M in Q4 2025.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Chapman Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.