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Colony Family Offices’s Apple AAPL Stock Holding History

Colony Family Offices’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 		$3.02M Hold
10,433
– – 0.66% 22
2026
Q1 		$2.65M Sell
10,433
-1,855
-15% -$483K 0.65% 22
2025
Q4 		$3.34M Sell
12,288
-1,160
-9% -$311K 0.83% 20
2025
Q3 		$3.42M Hold
13,448
– – 0.89% 20
2025
Q2 		$2.76M Hold
13,448
– – 0.71% 23
2025
Q1 		$2.99M Sell
13,448
-1,350
-9% -$313K 0.93% 19
2024
Q4 		$3.71M Buy
14,798
+25
+0.2% +$5.89K 1.16% 19
2024
Q3 		$3.44M Sell
14,773
-2,050
-12% -$458K 1.07% 18
2024
Q2 		$3.54M Sell
16,823
-484
-3% -$90.3K 1.14% 16
2024
Q1 		$2.97M Sell
17,307
-1,641
-9% -$298K 0.96% 16
2023
Q4 		$3.65M Hold
18,948
– – 1.26% 14
2023
Q3 		$3.24M Sell
18,948
-296
-2% -$54.3K 1.38% 13
2023
Q2 		$3.73M Sell
19,244
-22,802
-54% -$3.97M 1.57% 13
2023
Q1 		$6.93M Sell
42,046
-972
-2% -$143K 2.66% 10
2022
Q4 		$5.59M Sell
43,018
-3,190
-7% -$456K 2.33% 11
2022
Q3 		$6.39M Sell
46,208
-28
-0.1% -$4.39K 2.76% 8
2022
Q2 		$6.32M Buy
46,236
+27,328
+145% +$4.14M 2.86% 8
2022
Q1 		$3.3M Buy
18,908
+600
+3% +$101K 1.58% 11
2021
Q4 		$3.25M Buy
+18,308
New +$2.89M 1.57% 10
2021
Q3 		– Sell
-18,308
Closed -$2.51M – 21
2021
Q2 		$2.51M Sell
18,308
-12,222
-40% -$1.58M 1.53% 8
2021
Q1 		$3.73M Buy
30,530
+2,050
+7% +$263K 2.95% 6
2020
Q4 		$3.78M Buy
+28,480
New +$3.43M 3.56% 7

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

Colony Family Offices's AAPL Position: Q2 2026 in Review

Colony Family Offices held its Apple (AAPL) position steady in Q2 2026 at 10,433 shares worth $3.02M. The position accounts for 0.66% of the portfolio, ranked #22.

Colony Family Offices first reported a position in AAPL in Q4 2020 and has held it in 22 quarters since. The position peaked at $6.93M in Q1 2023. 6,079 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Colony Family Offices held 10,433 shares of Apple worth $3.02M as of Q2 2026.
  • Colony Family Offices left its Apple share count unchanged in Q2 2026.
  • Apple made up 0.66% of Colony Family Offices's portfolio in Q2 2026, its #22 holding.
  • Colony Family Offices first reported a position in Apple in Q4 2020 and has held it in 22 quarters since.
  • Colony Family Offices's Apple position peaked at $6.93M in Q1 2023.
  • 6,079 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Colony Family Offices's 13F filing for Q2 2026, filed 20 Jul 2026.