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Cornerstone Financial Group’s Apple AAPL Stock Holding History

Cornerstone 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 		$810K Buy
2,800
+2
+0.1% +$572 0.5% 40
2026
Q1 		$784K Sell
2,798
-34
-1% -$8.85K 0.5% 40
2025
Q4 		$770K Buy
2,832
+1
+0% +$268 0.54% 38
2025
Q3 		$721K Buy
2,831
+1
+0% +$226 0.56% 41
2025
Q2 		$581K Buy
2,830
+1
+0% +$202 0.49% 44
2025
Q1 		$596K Sell
2,829
-399
-12% -$92.4K 0.54% 44
2024
Q4 		$808K Buy
+3,228
New +$761K 0.8% 31

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Cornerstone Financial Group increased its Apple (AAPL) stake by 0.07% in Q2 2026, buying an estimated $572 and bringing the position to 2,800 shares worth $810K. The position accounts for 0.5% of the portfolio, ranked #40.

Cornerstone Financial Group first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 4,816 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Cornerstone Financial Group held 2,800 shares of Apple worth $810K as of Q2 2026.
  • Cornerstone Financial Group bought 2 Apple shares in Q2 2026, an estimated $572.
  • Apple made up 0.5% of Cornerstone Financial Group's portfolio in Q2 2026, its #40 holding.
  • Cornerstone Financial Group first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 4,816 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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