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Curran Financial Partners’s Apple AAPL Stock Holding History

Curran Financial Partners’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 		$8.05M Sell
27,833
-195
-0.7% -$55.8K 1.2% 24
2026
Q1 		$7.11M Buy
28,028
+691
+3% +$180K 1.27% 26
2025
Q4 		$7.43M Sell
27,337
-1,827
-6% -$490K 1.41% 18
2025
Q3 		$7.43M Buy
29,164
+639
+2% +$144K 1.47% 18
2025
Q2 		$5.85M Buy
28,525
+1,915
+7% +$387K 1.29% 23
2025
Q1 		$5.91M Buy
26,610
+825
+3% +$191K 1.45% 24
2024
Q4 		$6.46M Buy
25,785
+895
+4% +$211K 1.7% 18
2024
Q3 		$5.8M Sell
24,890
-43
-0.2% -$9.6K 1.65% 19
2024
Q2 		$5.25M Buy
24,933
+83
+0.3% +$15.5K 1.76% 18
2024
Q1 		$4.26M Sell
24,850
-181
-0.7% -$32.9K 1.48% 24
2023
Q4 		$4.87M Buy
25,031
+58
+0.2% +$10.7K 1.87% 18
2023
Q3 		$4.28M Buy
24,973
+665
+3% +$122K 1.86% 19
2023
Q2 		$4.72M Sell
24,308
-1,337
-5% -$233K 2.05% 15
2023
Q1 		$4.23M Buy
25,645
+803
+3% +$118K 2.01% 17
2022
Q4 		$3.23M Sell
24,842
-1,737
-7% -$248K 1.56% 24
2022
Q3 		$3.67M Buy
26,579
+188
+0.7% +$29.5K 1.86% 17
2022
Q2 		$3.61M Sell
26,391
-1,773
-6% -$269K 1.7% 17
2022
Q1 		$4.92M Buy
28,164
+11,948
+74% +$2.01M 2.02% 18
2021
Q4 		$2.88M Buy
16,216
+2,322
+17% +$367K 1.22% 18
2021
Q3 		$1.97M Buy
13,894
+214
+2% +$31.5K 1.01% 27
2021
Q2 		$1.87M Buy
13,680
+529
+4% +$68.5K 1.03% 26
2021
Q1 		$1.61M Sell
13,151
-342
-3% -$43.9K 1.15% 25
2020
Q4 		$1.79M Buy
+13,493
New +$1.62M 1.53% 20

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

Curran Financial Partners's AAPL Position: Q2 2026 in Review

Curran Financial Partners reduced its Apple (AAPL) stake by 0.7% in Q2 2026, selling an estimated $55.8K and leaving 27,833 shares worth $8.05M. The position accounts for 1.2% of the portfolio, ranked #24.

Curran Financial Partners first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. 6,136 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Curran Financial Partners held 27,833 shares of Apple worth $8.05M as of Q2 2026.
  • Curran Financial Partners sold 195 Apple shares in Q2 2026, an estimated $55.8K.
  • Apple made up 1.2% of Curran Financial Partners's portfolio in Q2 2026, its #24 holding.
  • Curran Financial Partners first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • 6,136 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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