Eaton Financial Holdings’s Apple AAPL Stock Holding History

Eaton Financial Holdings’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	$10.9M	Sell	37,731 -421	-1%	-$120K	3%	7
2026 Q1	$9.68M	Sell	38,152 -7,167	-16%	-$1.87M	3.17%	6
2025 Q4	$12.3M	Sell	45,319 -1,523	-3%	-$409K	3.31%	5
2025 Q3	$11.9M	Sell	46,842 -8,440	-15%	-$1.91M	3.36%	6
2025 Q2	$11.3M	Buy	55,282 +29,851	+117%	+$6.03M	3.49%	9
2025 Q1	$5.65M	Sell	25,431 -3,342	-12%	-$774K	2.34%	13
2024 Q4	$7.21M	Sell	28,773 -165	-0.6%	-$38.9K	2.77%	8
2024 Q3	$6.74M	Buy	+28,938	New	+$6.46M	2.74%	10
2024 Q1	$4.54M	Sell	26,449 -17,632	-40%	-$3.21M	2.35%	10
2023 Q4	$8.49M	Buy	44,081 +3,880	+10%	+$716K	2.05%	8
2023 Q3	$6.88M	Buy	+40,201	New	+$7.37M	1.84%	13
2023 Q1	–	Sell	-27,115	Closed	-$3.52M	–	53
2022 Q4	$3.52M	Buy	+27,115	New	+$3.88M	3.01%	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

Eaton Financial Holdings's AAPL Position: Q2 2026 in Review

Eaton Financial Holdings reduced its Apple (AAPL) stake by 1.1% in Q2 2026, selling an estimated $120K and leaving 37,731 shares worth $10.9M. The position accounts for 3% of the portfolio, ranked #7.

Eaton Financial Holdings first reported a position in AAPL in Q4 2022 and has held it in 12 quarters since. The position peaked at $12.3M in Q4 2025. 6,092 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Eaton Financial Holdings held 37,731 shares of Apple worth $10.9M as of Q2 2026.
Eaton Financial Holdings sold 421 Apple shares in Q2 2026, an estimated $120K.
Apple made up 3% of Eaton Financial Holdings's portfolio in Q2 2026, its #7 holding.
Eaton Financial Holdings first reported a position in Apple in Q4 2022 and has held it in 12 quarters since.
Eaton Financial Holdings's Apple position peaked at $12.3M in Q4 2025.
6,092 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Eaton Financial Holdings's 13F filing for Q2 2026, filed 5 Aug 2026.