Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$169K Hold
584
0.12% 43
2026
Q1
$148K Hold
584
0.11% 42
2025
Q4
$159K Hold
584
0.12% 42
2025
Q3
$149K Buy
+584
New +$132K 0.11% 46
2025
Q1
$125K Hold
561
0.11% 51
2024
Q4
$140K Buy
+561
New +$132K 0.13% 48

Other funds holding AAPL

Collier Financial's AAPL Position: Q2 2026 in Review

Collier Financial held its Apple (AAPL) position steady in Q2 2026 at 584 shares worth $169K. The position accounts for 0.12% of the portfolio, ranked #43.

Collier Financial first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. 6,131 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Collier Financial held 584 shares of Apple worth $169K as of Q2 2026.
  • Collier Financial left its Apple share count unchanged in Q2 2026.
  • Apple made up 0.12% of Collier Financial's portfolio in Q2 2026, its #43 holding.
  • Collier Financial first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
  • 6,131 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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