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Compass Financial Group (Florida)’s Apple AAPL Stock Holding History

Compass Financial Group (Florida)’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 		$331K Buy
1,143
+107
+10% +$30.6K 0.14% 46
2026
Q1 		$263K Hold
1,036
– – 0.12% 45
2025
Q4 		$282K Hold
1,036
– – 0.12% 45
2025
Q3 		$264K Sell
1,036
-14
-1% -$3.16K 0.12% 45
2025
Q2 		$215K Sell
1,050
-159
-13% -$32.1K 0.11% 37
2025
Q1 		$269K Sell
1,209
-40
-3% -$9.27K 0.14% 37
2024
Q4 		$313K Hold
1,249
– – 0.15% 38
2024
Q3 		$291K Sell
1,249
-8
-0.6% -$1.79K 0.13% 38
2024
Q2 		$285K Buy
1,257
+33
+3% +$6.15K 0.14% 36
2024
Q1 		$210K Buy
+1,224
New +$223K 0.11% 36

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

Compass Financial Group (Florida)'s AAPL Position: Q2 2026 in Review

Compass Financial Group (Florida) increased its Apple (AAPL) stake by 10% in Q2 2026, buying an estimated $30.6K and bringing the position to 1,143 shares worth $331K. The position accounts for 0.14% of the portfolio, ranked #46.

Compass Financial Group (Florida) first reported a position in AAPL in Q1 2024 and has held it in 10 quarters since. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Compass Financial Group (Florida) held 1,143 shares of Apple worth $331K as of Q2 2026.
  • Compass Financial Group (Florida) bought 107 Apple shares in Q2 2026, an estimated $30.6K.
  • Apple made up 0.14% of Compass Financial Group (Florida)'s portfolio in Q2 2026, its #46 holding.
  • Compass Financial Group (Florida) first reported a position in Apple in Q1 2024 and has held it in 10 quarters since.
  • 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Compass Financial Group (Florida)'s 13F filing for Q2 2026, filed 4 Aug 2026.