CFG
AAPL icon

Copley Financial Group’s Apple AAPL Stock Holding History

Copley Financial Group’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 		$618K Sell
2,135
-285
-12% -$81.5K 0.37% 36
2026
Q1 		$614K Sell
2,420
-125
-5% -$32.5K 0.37% 35
2025
Q4 		$692K Sell
2,545
-292
-10% -$78.4K 0.43% 30
2025
Q3 		$722K Sell
2,837
-120
-4% -$27.1K 0.49% 29
2025
Q2 		$607K Sell
2,957
-125
-4% -$25.2K 0.45% 38
2025
Q1 		$685K Buy
3,082
+17
+0.6% +$3.94K 0.52% 32
2024
Q4 		$768K Sell
3,065
-137
-4% -$32.3K 0.59% 26
2024
Q3 		$746K Buy
+3,202
New +$715K 0.68% 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

Copley Financial Group's AAPL Position: Q2 2026 in Review

Copley Financial Group reduced its Apple (AAPL) stake by 12% in Q2 2026, selling an estimated $81.5K and leaving 2,135 shares worth $618K. The position accounts for 0.37% of the portfolio, ranked #36.

Copley Financial Group first reported a position in AAPL in Q3 2024 and has held it in 8 quarters since. The position peaked at $768K in Q4 2024. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Copley Financial Group held 2,135 shares of Apple worth $618K as of Q2 2026.
  • Copley Financial Group sold 285 Apple shares in Q2 2026, an estimated $81.5K.
  • Apple made up 0.37% of Copley Financial Group's portfolio in Q2 2026, its #36 holding.
  • Copley Financial Group first reported a position in Apple in Q3 2024 and has held it in 8 quarters since.
  • Copley Financial Group's Apple position peaked at $768K in Q4 2024.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Copley Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.