Family CFO’s Apple AAPL Stock Holding History

Family CFO’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	$436K	Hold	1,507	–	–	0.17%	37
2026 Q1	$382K	Hold	1,507	–	–	0.17%	37
2025 Q4	$410K	Hold	1,507	–	–	0.18%	30
2025 Q3	$384K	Hold	1,507	–	–	0.18%	30
2025 Q2	$309K	Hold	1,507	–	–	0.15%	31
2025 Q1	$335K	Hold	1,507	–	–	0.18%	29
2024 Q4	$377K	Buy	1,507 +617	+69%	+$145K	0.21%	26
2024 Q3	$207K	Hold	890	–	–	0.12%	28
2024 Q2	$187K	Hold	890	–	–	0.12%	27
2024 Q1	$153K	Hold	890	–	–	0.09%	29
2023 Q4	$171K	Sell	890 -60	-6%	-$11.1K	0.11%	26
2023 Q3	$163K	Buy	950 +60	+7%	+$11K	0.12%	26
2023 Q2	$173K	Hold	890	–	–	0.12%	26
2023 Q1	$147K	Hold	890	–	–	0.11%	27
2022 Q4	$116K	Hold	890	–	–	0.1%	30
2022 Q3	$123K	Sell	890 -8,042	-90%	-$1.26M	0.13%	24
2022 Q2	$1.22M	Hold	8,932	–	–	1.33%	15
2022 Q1	$1.56M	Hold	8,932	–	–	1.58%	13
2021 Q4	$1.59M	Buy	+8,932	New	+$1.41M	1.53%	13

Other funds holding AAPL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Family CFO's AAPL Position: Q2 2026 in Review

Family CFO held its Apple (AAPL) position steady in Q2 2026 at 1,507 shares worth $436K. The position accounts for 0.17% of the portfolio, ranked #37.

Family CFO first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.59M in Q4 2021. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Family CFO held 1,507 shares of Apple worth $436K as of Q2 2026.
Family CFO left its Apple share count unchanged in Q2 2026.
Apple made up 0.17% of Family CFO's portfolio in Q2 2026, its #37 holding.
Family CFO first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
Family CFO's Apple position peaked at $1.59M in Q4 2021.
3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Family CFO's 13F filing for Q2 2026, filed 20 Jul 2026.