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Dixon Fnancial Services’s Apple AAPL Stock Holding History

Dixon Fnancial Services’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 Buy
27,805
+1,063
+4% +$304K 3.26% 6
2026
Q1 		$6.79M Buy
26,742
+242
+0.9% +$63K 3.05% 6
2025
Q4 		$7.2M Sell
26,500
-76
-0.3% -$20.4K 3.19% 6
2025
Q3 		$6.77M Buy
26,576
+10,075
+61% +$2.28M 3.08% 6
2025
Q2 		$3.39M Sell
16,501
-340
-2% -$68.7K 1.71% 9
2025
Q1 		$3.74M Sell
16,841
-70
-0.4% -$16.2K 2.02% 7
2024
Q4 		$4.23M Sell
16,911
-56
-0.3% -$13.2K 2.3% 6
2024
Q3 		$3.95M Buy
16,967
+205
+1% +$45.8K 2.1% 6
2024
Q2 		$3.53M Buy
16,762
+1
+0% +$186 1.98% 6
2024
Q1 		$2.87M Sell
16,761
-200
-1% -$36.4K 1.59% 7
2023
Q4 		$3.27M Buy
16,961
+495
+3% +$91.4K 2.01% 6
2023
Q3 		$2.82M Sell
16,466
-104
-0.6% -$19.1K 1.9% 6
2023
Q2 		$3.21M Buy
16,570
+117
+0.7% +$20.4K 2.09% 6
2023
Q1 		$2.71M Sell
16,453
-854
-5% -$126K 1.84% 6
2022
Q4 		$2.25M Buy
17,307
+39
+0.2% +$5.57K 1.59% 6
2022
Q3 		$2.39M Sell
17,268
-281
-2% -$44.1K 1.88% 6
2022
Q2 		$2.4M Buy
17,549
+267
+2% +$40.4K 1.75% 6
2022
Q1 		$3.02M Buy
17,282
+258
+2% +$43.4K 2.3% 5
2021
Q4 		$3.02M Buy
+17,024
New +$2.69M 2.2% 5

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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 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

Dixon Fnancial Services's AAPL Position: Q2 2026 in Review

Dixon Fnancial Services increased its Apple (AAPL) stake by 4% in Q2 2026, buying an estimated $304K and bringing the position to 27,805 shares worth $8.05M. The position accounts for 3.26% of the portfolio, ranked #6.

Dixon Fnancial Services first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 3,974 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Dixon Fnancial Services held 27,805 shares of Apple worth $8.05M as of Q2 2026.
  • Dixon Fnancial Services bought 1,063 Apple shares in Q2 2026, an estimated $304K.
  • Apple made up 3.26% of Dixon Fnancial Services's portfolio in Q2 2026, its #6 holding.
  • Dixon Fnancial Services first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 3,974 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Dixon Fnancial Services's 13F filing for Q2 2026, filed 14 Jul 2026.