DFG
AAPL icon

Dynamic Financial Group’s Apple AAPL Stock Holding History

Dynamic 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 		$1.59M Buy
5,486
+3
+0.1% +$858 1.2% 12
2026
Q1 		$1.39M Sell
5,483
-3
-0.1% -$781 1.14% 14
2025
Q4 		$1.49M Sell
5,486
-97
-2% -$26K 1.27% 12
2025
Q3 		$1.42M Sell
5,583
-62
-1% -$14K 1.23% 11
2025
Q2 		$1.16M Buy
5,645
+120
+2% +$24.2K 1.12% 13
2025
Q1 		$1.23M Sell
5,525
-1,010
-15% -$234K 1.23% 11
2024
Q4 		$1.64M Buy
+6,535
New +$1.54M 1.66% 6

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

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

Dynamic Financial Group increased its Apple (AAPL) stake by 0.05% in Q2 2026, buying an estimated $858 and bringing the position to 5,486 shares worth $1.59M. The position accounts for 1.2% of the portfolio, ranked #12.

Dynamic Financial Group first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.64M in Q4 2024. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Dynamic Financial Group held 5,486 shares of Apple worth $1.59M as of Q2 2026.
  • Dynamic Financial Group bought 3 Apple shares in Q2 2026, an estimated $858.
  • Apple made up 1.2% of Dynamic Financial Group's portfolio in Q2 2026, its #12 holding.
  • Dynamic Financial Group first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • Dynamic Financial Group's Apple position peaked at $1.64M in Q4 2024.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Dynamic Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.