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Demars Financial Group’s Apple AAPL Stock Holding History

Demars 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 		$7.11M Buy
24,556
+655
+3% +$187K 1.97% 8
2026
Q1 		$6.07M Buy
23,901
+204
+0.9% +$53.1K 2% 10
2025
Q4 		$6.44M Sell
23,697
-1,692
-7% -$454K 2.16% 8
2025
Q3 		$6.46M Buy
25,389
+387
+2% +$87.4K 2.24% 9
2025
Q2 		$5.13M Sell
25,002
-9,485,137
-100% -$1.92B 1.97% 9
2025
Q1 		$42.8M Sell
9,510,139
-858,094
-8% -$199M 1.22% 15
2024
Q4 		$41.4M Buy
10,368,233
+10,326,812
+24,931% +$2.43B 1.33% 14
2024
Q3 		$9.65M Buy
41,421
+218
+0.5% +$48.7K 4.4% 6
2024
Q2 		$8.68M Buy
41,203
+704
+2% +$131K 4.16% 7
2024
Q1 		$6.94M Sell
40,499
-780
-2% -$142K 3.42% 7
2023
Q4 		$7.95M Buy
41,279
+15,770
+62% +$2.91M 4.25% 7
2023
Q3 		$4.37M Sell
25,509
-1,266
-5% -$232K 2.5% 9
2023
Q2 		$5.19M Sell
26,775
-356
-1% -$62K 2.88% 7
2023
Q1 		$4.47M Sell
27,131
-1,332
-5% -$197K 2.47% 13
2022
Q4 		$3.7M Sell
28,463
-2,039
-7% -$291K 2.04% 16
2022
Q3 		$4.21M Buy
30,502
+267
+0.9% +$41.9K 2.5% 14
2022
Q2 		$4.13M Buy
30,235
+3,110
+11% +$471K 2.35% 13
2022
Q1 		$4.74M Sell
27,125
-688
-2% -$116K 2.38% 11
2021
Q4 		$4.94M Buy
27,813
+388
+1% +$61.3K 2.61% 8
2021
Q3 		$3.88M Sell
27,425
-5,484
-17% -$807K 2.29% 14
2021
Q2 		$4.51M Buy
32,909
+30
+0.1% +$3.89K 2.71% 10
2021
Q1 		$4.02M Sell
32,879
-375
-1% -$48.1K 2.7% 9
2020
Q4 		$4.41M Sell
33,254
-3,409
-9% -$410K 3.12% 6
2020
Q3 		$4.25M Sell
36,663
-977
-3% -$107K 3.24% 6
2020
Q2 		$3.43M Buy
37,640
+3,920
+12% +$304K 2.85% 7
2020
Q1 		$2.14M Buy
33,720
+6,228
+23% +$458K 2.24% 15
2019
Q4 		$2.02M Buy
+27,492
New +$1.77M 1.82% 24

Other funds holding AAPL

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Demars Financial Group increased its Apple (AAPL) stake by 2.7% in Q2 2026, buying an estimated $187K and bringing the position to 24,556 shares worth $7.11M. The position accounts for 1.97% of the portfolio, ranked #8.

Demars Financial Group first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. The position peaked at $42.8M in Q1 2025. 3,892 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Demars Financial Group held 24,556 shares of Apple worth $7.11M as of Q2 2026.
  • Demars Financial Group bought 655 Apple shares in Q2 2026, an estimated $187K.
  • Apple made up 1.97% of Demars Financial Group's portfolio in Q2 2026, its #8 holding.
  • Demars Financial Group first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • Demars Financial Group's Apple position peaked at $42.8M in Q1 2025.
  • 3,892 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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