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Eley Financial Management’s Apple AAPL Stock Holding History

Eley Financial Management’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 		$8.88M Sell
30,678
-1,160
-4% -$332K 2.87% 6
2026
Q1 		$8.08M Buy
31,838
+51
+0.2% +$13.3K 2.92% 7
2025
Q4 		$8.64M Sell
31,787
-243
-0.8% -$65.2K 3.1% 6
2025
Q3 		$8.16M Buy
32,030
+73
+0.2% +$16.5K 2.94% 8
2025
Q2 		$6.56M Sell
31,957
-20
-0.1% -$4.04K 2.52% 9
2025
Q1 		$7.14M Buy
31,977
+161
+0.5% +$37.3K 2.86% 8
2024
Q4 		$7.97M Buy
31,816
+879
+3% +$207K 3.1% 7
2024
Q3 		$7.21M Sell
30,937
-669
-2% -$149K 2.9% 6
2024
Q2 		$6.66M Buy
31,606
+8
+0% +$1.49K 2.82% 7
2024
Q1 		$5.42M Sell
31,598
-581
-2% -$106K 2.33% 9
2023
Q4 		$6.2M Sell
32,179
-789
-2% -$146K 2.9% 7
2023
Q3 		$5.63M Sell
32,968
-678
-2% -$124K 2.87% 7
2023
Q2 		$6.53M Sell
33,646
-300
-0.9% -$52.3K 3.18% 7
2023
Q1 		$5.6M Sell
33,946
-397
-1% -$58.6K 2.89% 7
2022
Q4 		$4.46M Buy
+34,343
New +$4.91M 2.4% 8

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

Eley Financial Management's AAPL Position: Q2 2026 in Review

Eley Financial Management reduced its Apple (AAPL) stake by 3.6% in Q2 2026, selling an estimated $332K and leaving 30,678 shares worth $8.88M. The position accounts for 2.87% of the portfolio, ranked #6.

Eley Financial Management first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. 6,139 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Eley Financial Management held 30,678 shares of Apple worth $8.88M as of Q2 2026.
  • Eley Financial Management sold 1,160 Apple shares in Q2 2026, an estimated $332K.
  • Apple made up 2.87% of Eley Financial Management's portfolio in Q2 2026, its #6 holding.
  • Eley Financial Management first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • 6,139 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Eley Financial Management's 13F filing for Q2 2026, filed 11 Aug 2026.