DBK Financial Counsel’s Apple AAPL Stock Holding History

DBK Financial Counsel’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	$1.8M	Sell	6,205 -158	-2%	-$45.2K	1.51%	20
2026 Q1	$1.61M	Buy	6,363 +124	+2%	+$32.3K	1.22%	25
2025 Q4	$1.7M	Buy	6,239 +3	+0%	+$805	1.3%	23
2025 Q3	$1.59M	Sell	6,236 -16	-0.3%	-$3.61K	1.33%	23
2025 Q2	$1.28M	Buy	6,252 +764	+14%	+$154K	1.16%	24
2025 Q1	$1.22M	Sell	5,488 -57	-1%	-$13.2K	1.22%	26
2024 Q4	$1.39M	Buy	5,545 +4	+0.1%	+$943	1.4%	22
2024 Q3	$1.29M	Buy	5,541 +4	+0.1%	+$893	1.3%	23
2024 Q2	$1.17M	Sell	5,537 -196	-3%	-$36.6K	1.27%	23
2024 Q1	$983K	Buy	5,733 +24	+0.4%	+$4.36K	1.03%	26
2023 Q4	$1.1M	Buy	5,709 +4	+0.1%	+$739	1.26%	22
2023 Q3	$977K	Buy	5,705 +3,476	+156%	+$637K	1.29%	23
2023 Q2	$432K	Hold	2,229	–	–	0.58%	30
2023 Q1	$368K	Hold	2,229	–	–	0.51%	31
2022 Q4	$290K	Hold	2,229	–	–	0.46%	36
2022 Q3	$308K	Sell	2,229 -72	-3%	-$11.3K	0.53%	34
2022 Q2	$315K	Buy	+2,301	New	+$348K	0.51%	32
2022 Q1	–	Sell	-1,247	Closed	-$221K	–	35
2021 Q4	$221K	Buy	+1,247	New	+$197K	0.32%	36

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

DBK Financial Counsel's AAPL Position: Q2 2026 in Review

DBK Financial Counsel reduced its Apple (AAPL) stake by 2.5% in Q2 2026, selling an estimated $45.2K and leaving 6,205 shares worth $1.8M. The position accounts for 1.51% of the portfolio, ranked #20.

DBK Financial Counsel first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. 4,149 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

DBK Financial Counsel held 6,205 shares of Apple worth $1.8M as of Q2 2026.
DBK Financial Counsel sold 158 Apple shares in Q2 2026, an estimated $45.2K.
Apple made up 1.51% of DBK Financial Counsel's portfolio in Q2 2026, its #20 holding.
DBK Financial Counsel first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
4,149 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on DBK Financial Counsel's 13F filing for Q2 2026, filed 21 Jul 2026.