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Constant Guidance Financial’s Apple AAPL Stock Holding History

Constant Guidance Financial’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 		$5.84M Buy
20,166
+6,262
+45% +$1.79M 3.67% 6
2026
Q1 		$3.53M Sell
13,904
-4,468
-24% -$1.16M 2.44% 6
2025
Q4 		$4.99M Buy
18,372
+3,156
+21% +$847K 3.51% 5
2025
Q3 		$3.87M Sell
15,216
-557
-4% -$126K 3.09% 7
2025
Q2 		$3.23M Buy
15,773
+1,160
+8% +$234K 3.25% 6
2025
Q1 		$3.25M Buy
14,613
+3,525
+32% +$817K 4.08% 4
2024
Q4 		$2.78M Sell
11,088
-3,215
-22% -$758K 2.39% 10
2024
Q3 		$3.33M Sell
14,303
-5,703
-29% -$1.27M 2.73% 7
2024
Q2 		$4.21M Buy
20,006
+3,844
+24% +$717K 4.37% 4
2024
Q1 		$2.74M Buy
16,162
+4,428
+38% +$805K 2.53% 8
2023
Q4 		$2.26M Sell
11,734
-2,135
-15% -$394K 2.3% 10
2023
Q3 		$2.4M Buy
+13,869
New +$2.54M 3.17% 4

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

Constant Guidance Financial's AAPL Position: Q2 2026 in Review

Constant Guidance Financial increased its Apple (AAPL) stake by 45% in Q2 2026, buying an estimated $1.79M and bringing the position to 20,166 shares worth $5.84M. The position accounts for 3.67% of the portfolio, ranked #6.

Constant Guidance Financial first reported a position in AAPL in Q3 2023 and has held it in 12 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Constant Guidance Financial held 20,166 shares of Apple worth $5.84M as of Q2 2026.
  • Constant Guidance Financial bought 6,262 Apple shares in Q2 2026, an estimated $1.79M.
  • Apple made up 3.67% of Constant Guidance Financial's portfolio in Q2 2026, its #6 holding.
  • Constant Guidance Financial first reported a position in Apple in Q3 2023 and has held it in 12 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Constant Guidance Financial's 13F filing for Q2 2026, filed 12 Aug 2026.