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Drake & Associates’s Apple AAPL Stock Holding History

Drake & 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 		$4.51M Sell
15,584
-1,123
-7% -$321K 0.76% 15
2026
Q1 		$4.24M Sell
16,707
-2,893
-15% -$753K 0.81% 15
2025
Q4 		$5.33M Buy
19,600
+275
+1% +$73.8K 1.06% 15
2025
Q3 		$5.22M Buy
19,325
+1,456
+8% +$329K 1.09% 16
2025
Q2 		$3.67M Sell
17,869
-4,374
-20% -$883K 0.9% 19
2025
Q1 		$4.94M Buy
22,243
+7,767
+54% +$1.8M 1.39% 16
2024
Q4 		$3.3M Buy
14,476
+1,830
+14% +$431K 0.94% 16
2024
Q3 		$2.95M Buy
12,646
+1,101
+10% +$246K 0.95% 17
2024
Q2 		$2.43M Sell
11,545
-1,727
-13% -$322K 0.87% 17
2024
Q1 		$2.28M Sell
13,272
-94
-0.7% -$17.1K 0.83% 18
2023
Q4 		$2.57M Buy
13,366
+1,136
+9% +$210K 1.05% 17
2023
Q3 		$2.09M Sell
12,230
-1,256
-9% -$230K 0.95% 17
2023
Q2 		$2.62M Sell
13,486
-15
-0.1% -$2.61K 1.17% 17
2023
Q1 		$2.23M Buy
13,501
+450
+3% +$66.4K 1.09% 17
2022
Q4 		$1.7M Buy
13,051
+1,195
+10% +$171K 0.9% 17
2022
Q3 		$1.64M Buy
11,856
+138
+1% +$21.7K 0.93% 17
2022
Q2 		$1.6M Buy
+11,718
New +$1.77M 0.91% 17

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

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

Drake & Associates reduced its Apple (AAPL) stake by 6.7% in Q2 2026, selling an estimated $321K and leaving 15,584 shares worth $4.51M. The position accounts for 0.76% of the portfolio, ranked #15.

Drake & Associates first reported a position in AAPL in Q2 2022 and has held it in 17 quarters since. The position peaked at $5.33M in Q4 2025. 6,077 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Drake & Associates held 15,584 shares of Apple worth $4.51M as of Q2 2026.
  • Drake & Associates sold 1,123 Apple shares in Q2 2026, an estimated $321K.
  • Apple made up 0.76% of Drake & Associates's portfolio in Q2 2026, its #15 holding.
  • Drake & Associates first reported a position in Apple in Q2 2022 and has held it in 17 quarters since.
  • Drake & Associates's Apple position peaked at $5.33M in Q4 2025.
  • 6,077 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Drake & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.