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
2023 Q1	–	Sell	-96,325	Closed	-$12.5M	–	512
2022 Q4	$12.5M	Buy	+96,325	New	+$13.8M	0.82%	19

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 $3.37T AUM 44.26% 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

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.