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Elm3 Financial Group’s Apple AAPL Stock Holding History

Elm3 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 		$3.66M Sell
12,657
-581
-4% -$166K 2.51% 8
2026
Q1 		$3.36M Sell
13,238
-176
-1% -$45.8K 2.84% 9
2025
Q4 		$3.65M Sell
13,414
-621
-4% -$167K 3.02% 8
2025
Q3 		$3.57M Sell
14,035
-968
-6% -$219K 2.93% 9
2025
Q2 		$3.08M Sell
15,003
-2,544
-14% -$514K 2.56% 12
2025
Q1 		$3.9M Sell
17,547
-74
-0.4% -$17.1K 3.43% 8
2024
Q4 		$4.41M Buy
+17,621
New +$4.15M 3.76% 9

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

Elm3 Financial Group's AAPL Position: Q2 2026 in Review

Elm3 Financial Group reduced its Apple (AAPL) stake by 4.4% in Q2 2026, selling an estimated $166K and leaving 12,657 shares worth $3.66M. The position accounts for 2.51% of the portfolio, ranked #8.

Elm3 Financial Group first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.41M in Q4 2024. 6,118 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Elm3 Financial Group held 12,657 shares of Apple worth $3.66M as of Q2 2026.
  • Elm3 Financial Group sold 581 Apple shares in Q2 2026, an estimated $166K.
  • Apple made up 2.51% of Elm3 Financial Group's portfolio in Q2 2026, its #8 holding.
  • Elm3 Financial Group first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • Elm3 Financial Group's Apple position peaked at $4.41M in Q4 2024.
  • 6,118 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Elm3 Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.