EF
AAPL icon

Empowered Funds’s Apple AAPL Stock Holding History

Empowered Funds’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 		$465M Sell
1,607,892
-3,235
-0.2% -$925K 2.45% 2
2026
Q1 		$409M Buy
+1,611,127
New +$419M 2.61% 2
2025
Q4 		– Sell
-805,806
Closed -$205M – 996
2025
Q3 		$205M Buy
805,806
+148,053
+23% +$33.4M 2.07% 3
2025
Q2 		$135M Buy
657,753
+181,067
+38% +$36.6M 1.53% 3
2025
Q1 		$106M Sell
476,686
-18,677
-4% -$4.33M 1.51% 2
2024
Q4 		$124M Buy
495,363
+68,537
+16% +$16.2M 1.81% 1
2024
Q3 		$99.5M Sell
426,826
-17,659
-4% -$3.94M 1.56% 2
2024
Q2 		$93.6M Buy
444,485
+166,106
+60% +$31M 1.62% 5
2024
Q1 		$47.7M Buy
278,379
+75,939
+38% +$13.8M 0.86% 8
2023
Q4 		$39M Buy
202,440
+31,120
+18% +$5.75M 0.98% 5
2023
Q3 		$29.3M Buy
171,320
+26,080
+18% +$4.78M 0.86% 9
2023
Q2 		$28.2M Buy
145,240
+30,993
+27% +$5.4M 0.99% 7
2023
Q1 		$18.8M Buy
+114,247
New +$16.9M 1.11% 10
2022
Q4 		– Sell
-28,067
Closed -$4.01M – 439
2022
Q3 		$3.88M Buy
28,067
+15,875
+130% +$2.49M 0.38% 64
2022
Q2 		$1.67M Buy
12,192
+1,447
+13% +$219K 0.21% 131
2022
Q1 		$1.88M Buy
10,745
+5,140
+92% +$864K 0.21% 126
2021
Q4 		$995K Buy
5,605
+3,555
+173% +$562K 0.11% 156
2021
Q3 		$290K Buy
2,050
+228
+13% +$33.6K 0.04% 203
2021
Q2 		$250K Buy
+1,822
New +$236K 0.03% 216
2020
Q4 		– Sell
-11,454
Closed -$1.33M – 163
2020
Q3 		$1.33M Sell
11,454
-3,862
-25% -$421K 0.41% 92
2020
Q2 		$1.4M Buy
+15,316
New +$1.19M 0.54% 65
2017
Q3 		– Sell
-41,872
Closed -$1.51M – 95
2017
Q2 		$1.51M Sell
41,872
-3,248
-7% -$120K 1.22% 41
2017
Q1 		$1.62M Buy
+45,120
New +$1.49M 1.66% 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

Empowered Funds's AAPL Position: Q2 2026 in Review

Empowered Funds reduced its Apple (AAPL) stake by 0.2% in Q2 2026, selling an estimated $925K and leaving 1,607,892 shares worth $465M. The position accounts for 2.45% of the portfolio, ranked #2.

Empowered Funds first reported a position in AAPL in Q1 2017 and has held it in 23 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Empowered Funds held 1,607,892 shares of Apple worth $465M as of Q2 2026.
  • Empowered Funds sold 3,235 Apple shares in Q2 2026, an estimated $925K.
  • Apple made up 2.45% of Empowered Funds's portfolio in Q2 2026, its #2 holding.
  • Empowered Funds first reported a position in Apple in Q1 2017 and has held it in 23 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.