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Empire Financial Management Company’s Apple AAPL Stock Holding History

Empire Financial Management Company’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 		$4.04M Sell
13,947
-40,938
-75% -$11.7M 1.6% 17
2026
Q1 		$13.9M Sell
54,885
-5,541
-9% -$1.44M 3.15% 2
2025
Q4 		$16.4M Sell
60,426
-1,275
-2% -$342K 3.57% 1
2025
Q3 		$15.7M Buy
61,701
+19,228
+45% +$4.34M 3.6% 1
2025
Q2 		$8.71M Sell
42,473
-1,011
-2% -$204K 2.51% 4
2025
Q1 		$9.66M Sell
43,484
-1,526
-3% -$354K 2.99% 4
2024
Q4 		$11.3M Buy
45,010
+2,424
+6% +$571K 3.52% 3
2024
Q3 		$9.92M Sell
42,586
-4,803
-10% -$1.07M 3.05% 3
2024
Q2 		$9.98M Buy
47,389
+1,190
+3% +$222K 3.3% 3
2024
Q1 		$7.92M Buy
46,199
+5,942
+15% +$1.08M 2.62% 3
2023
Q4 		$7.75M Sell
40,257
-413
-1% -$76.3K 3.03% 3
2023
Q3 		$6.96M Sell
40,670
-1,707
-4% -$313K 3.03% 3
2023
Q2 		$8.22M Sell
42,377
-3,843
-8% -$670K 3.27% 3
2023
Q1 		$7.62M Buy
+46,220
New +$6.82M 3.11% 3

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

Empire Financial Management Company's AAPL Position: Q2 2026 in Review

Empire Financial Management Company reduced its Apple (AAPL) stake by 75% in Q2 2026, selling an estimated $11.7M and leaving 13,947 shares worth $4.04M. The position accounts for 1.6% of the portfolio, ranked #17.

Empire Financial Management Company first reported a position in AAPL in Q1 2023 and has held it in 14 quarters since. The position peaked at $16.4M in Q4 2025. 6,110 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Empire Financial Management Company held 13,947 shares of Apple worth $4.04M as of Q2 2026.
  • Empire Financial Management Company sold 40,938 Apple shares in Q2 2026, an estimated $11.7M.
  • Apple made up 1.6% of Empire Financial Management Company's portfolio in Q2 2026, its #17 holding.
  • Empire Financial Management Company first reported a position in Apple in Q1 2023 and has held it in 14 quarters since.
  • Empire Financial Management Company's Apple position peaked at $16.4M in Q4 2025.
  • 6,110 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Empire Financial Management Company's 13F filing for Q2 2026, filed 14 Aug 2026.