Dougherty & Associates’s Apple AAPL Stock Holding History

Dougherty & Associates’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	$4.53M	Buy	15,666 +39	+0.2%	+$11.2K	3.63%	8
2026 Q1	$3.97M	Sell	15,627 -200	-1%	-$52K	3.64%	7
2025 Q4	$4.3M	Buy	+15,827	New	+$4.25M	3.85%	7

Other funds holding AAPL

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dougherty & Associates's AAPL Position: Q2 2026 in Review

Dougherty & Associates increased its Apple (AAPL) stake by 0.25% in Q2 2026, buying an estimated $11.2K and bringing the position to 15,666 shares worth $4.53M. The position accounts for 3.63% of the portfolio, ranked #8.

Dougherty & Associates first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. 6,109 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Dougherty & Associates held 15,666 shares of Apple worth $4.53M as of Q2 2026.
Dougherty & Associates bought 39 Apple shares in Q2 2026, an estimated $11.2K.
Apple made up 3.63% of Dougherty & Associates's portfolio in Q2 2026, its #8 holding.
Dougherty & Associates first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
6,109 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Dougherty & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.