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Convergence Financial’s Apple AAPL Stock Holding History

Convergence 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 		$22.2M Buy
76,656
+37,290
+95% +$10.7M 1.76% 17
2026
Q1 		$10M Sell
39,366
-1,005
-2% -$262K 1.06% 23
2025
Q4 		$11M Sell
40,371
-1,583
-4% -$425K 1.6% 19
2025
Q3 		$10.7M Sell
41,954
-1,419
-3% -$321K 1.6% 19
2025
Q2 		$8.9M Buy
43,373
+3,168
+8% +$640K 1.53% 20
2025
Q1 		$8.93M Buy
40,205
+2,588
+7% +$600K 1.75% 17
2024
Q4 		$9.42M Sell
37,617
-1,161
-3% -$274K 1.88% 17
2024
Q3 		$9.04M Sell
38,778
-7,270
-16% -$1.62M 1.92% 15
2024
Q2 		$9.7M Buy
46,048
+43,451
+1,673% +$8.1M 2.56% 11
2024
Q1 		$445K Sell
2,597
-271
-9% -$49.3K 0.18% 34
2023
Q4 		$552K Buy
2,868
+94
+3% +$17.4K 0.25% 23
2023
Q3 		$475K Hold
2,774
– – 0.28% 18
2023
Q2 		$538K Buy
2,774
+289
+12% +$50.4K 0.33% 18
2023
Q1 		$410K Buy
2,485
+201
+9% +$29.7K 0.3% 19
2022
Q4 		$297K Buy
2,284
+762
+50% +$109K 0.26% 21
2022
Q3 		$210K Buy
+1,522
New +$239K 0.23% 21

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

Convergence Financial's AAPL Position: Q2 2026 in Review

Convergence Financial increased its Apple (AAPL) stake by 95% in Q2 2026, buying an estimated $10.7M and bringing the position to 76,656 shares worth $22.2M. The position accounts for 1.76% of the portfolio, ranked #17.

Convergence Financial first reported a position in AAPL in Q3 2022 and has held it in 16 quarters since. 6,095 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Convergence Financial held 76,656 shares of Apple worth $22.2M as of Q2 2026.
  • Convergence Financial bought 37,290 Apple shares in Q2 2026, an estimated $10.7M.
  • Apple made up 1.76% of Convergence Financial's portfolio in Q2 2026, its #17 holding.
  • Convergence Financial first reported a position in Apple in Q3 2022 and has held it in 16 quarters since.
  • 6,095 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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