Eight 31 Financial’s Apple AAPL Stock Holding History

Eight 31 Financial’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	$6.92M	Sell	23,924 -1,962	-8%	-$561K	4.12%	12
2026 Q1	$6.57M	Hold	25,886	–	–	3.97%	12
2025 Q4	$7.04M	Hold	25,886	–	–	3.86%	11
2025 Q3	$6.59M	Buy	25,886 +1,962	+8%	+$443K	3.72%	11
2025 Q2	$4.91M	Sell	23,924 -809	-3%	-$163K	3.24%	15
2025 Q1	$5.49M	Buy	24,733 +809	+3%	+$187K	3.52%	14
2024 Q4	$5.99M	Sell	23,924 -15	-0.1%	-$3.54K	4.5%	5
2024 Q3	$5.58M	Sell	23,939 -439	-2%	-$98K	4.29%	5
2024 Q2	$5.13M	Sell	24,378 -615	-2%	-$115K	3.91%	5
2024 Q1	$4.29M	Buy	24,993 +1,033	+4%	+$188K	2.66%	6
2023 Q4	$4.61M	Buy	+23,960	New	+$4.42M	2.83%	6

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 $3.38T AUM 44.17% 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

Eight 31 Financial's AAPL Position: Q2 2026 in Review

Eight 31 Financial reduced its Apple (AAPL) stake by 7.6% in Q2 2026, selling an estimated $561K and leaving 23,924 shares worth $6.92M. The position accounts for 4.12% of the portfolio, ranked #12.

Eight 31 Financial first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.04M in Q4 2025. 6,150 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Eight 31 Financial held 23,924 shares of Apple worth $6.92M as of Q2 2026.
Eight 31 Financial sold 1,962 Apple shares in Q2 2026, an estimated $561K.
Apple made up 4.12% of Eight 31 Financial's portfolio in Q2 2026, its #12 holding.
Eight 31 Financial first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
Eight 31 Financial's Apple position peaked at $7.04M in Q4 2025.
6,150 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Eight 31 Financial's 13F filing for Q2 2026, filed 13 Aug 2026.