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Ethos Financial Group’s Apple AAPL Stock Holding History

Ethos 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 		$28.6M Buy
86,531
+507
+0.6% +$145K 1.91% 8
2026
Q1 		$22.1M Buy
86,024
+1,252
+1% +$326K 1.61% 10
2025
Q4 		$23M Buy
84,772
+16,023
+23% +$4.3M 1.7% 9
2025
Q3 		$17.5M Sell
68,749
-724
-1% -$164K 1.37% 16
2025
Q2 		$14.3M Sell
69,473
-59,247
-46% -$12M 1.23% 16
2025
Q1 		$31.6M Buy
128,720
+74,123
+136% +$17.2M 3.02% 3
2024
Q4 		$13.7M Buy
54,597
+2,798
+5% +$659K 1.78% 14
2024
Q3 		$12.1M Sell
51,799
-225
-0.4% -$50.2K 1.99% 12
2024
Q2 		$11M Sell
52,024
-168
-0.3% -$31.3K 1.93% 13
2024
Q1 		$9.02M Buy
52,192
+1,512
+3% +$275K 1.71% 15
2023
Q4 		$9.76M Buy
50,680
+2,218
+5% +$410K 2.08% 10
2023
Q3 		$8.3M Buy
48,462
+7,340
+18% +$1.35M 2.15% 15
2023
Q2 		$6.78M Hold
41,122
– – 2.29% 17
2023
Q1 		$6.78M Buy
41,122
+619
+2% +$91.3K 2.11% 18
2022
Q4 		$5.4M Buy
+40,503
New +$5.79M 1.83% 23

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

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

Ethos Financial Group increased its Apple (AAPL) stake by 0.59% in Q2 2026, buying an estimated $145K and bringing the position to 86,531 shares worth $28.6M. The position accounts for 1.91% of the portfolio, ranked #8.

Ethos Financial Group first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. The position peaked at $31.6M in Q1 2025. 6,096 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Ethos Financial Group held 86,531 shares of Apple worth $28.6M as of Q2 2026.
  • Ethos Financial Group bought 507 Apple shares in Q2 2026, an estimated $145K.
  • Apple made up 1.91% of Ethos Financial Group's portfolio in Q2 2026, its #8 holding.
  • Ethos Financial Group first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • Ethos Financial Group's Apple position peaked at $31.6M in Q1 2025.
  • 6,096 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.