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Equita Financial Network’s Apple AAPL Stock Holding History

Equita Financial Network’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 		$2.48M Buy
8,582
+192
+2% +$54.9K 0.69% 30
2026
Q1 		$2.13M Buy
8,390
+4,774
+132% +$1.24M 0.67% 29
2025
Q4 		$983K Sell
3,616
-643
-15% -$173K 0.3% 45
2025
Q3 		$1.08M Sell
4,259
-905
-18% -$204K 0.37% 35
2025
Q2 		$1.06M Sell
5,164
-1,952
-27% -$394K 0.42% 34
2025
Q1 		$1.58M Buy
7,116
+2,471
+53% +$572K 0.55% 36
2024
Q4 		$1.16M Buy
4,645
+383
+9% +$90.3K 0.42% 39
2024
Q3 		$993K Sell
4,262
-530
-11% -$118K 0.36% 42
2024
Q2 		$1.01M Buy
4,792
+1,601
+50% +$299K 0.42% 40
2024
Q1 		$547K Buy
3,191
+703
+28% +$128K 0.25% 48
2023
Q4 		$479K Sell
2,488
-767
-24% -$142K 0.26% 47
2023
Q3 		$557K Buy
+3,255
New +$597K 0.34% 41

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

Equita Financial Network's AAPL Position: Q2 2026 in Review

Equita Financial Network increased its Apple (AAPL) stake by 2.3% in Q2 2026, buying an estimated $54.9K and bringing the position to 8,582 shares worth $2.48M. The position accounts for 0.69% of the portfolio, ranked #30.

Equita Financial Network first reported a position in AAPL in Q3 2023 and has held it in 12 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Equita Financial Network held 8,582 shares of Apple worth $2.48M as of Q2 2026.
  • Equita Financial Network bought 192 Apple shares in Q2 2026, an estimated $54.9K.
  • Apple made up 0.69% of Equita Financial Network's portfolio in Q2 2026, its #30 holding.
  • Equita Financial Network first reported a position in Apple in Q3 2023 and has held it in 12 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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