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Family Investment Center’s Apple AAPL Stock Holding History

Family Investment Center’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 		$2.61M Buy
9,004
+562
+7% +$161K 0.43% 25
2026
Q1 		$2.14M Sell
8,442
-520
-6% -$135K 0.41% 26
2025
Q4 		$2.44M Buy
8,962
+514
+6% +$138K 0.49% 26
2025
Q3 		$2.15M Sell
8,448
-288
-3% -$65.1K 0.45% 26
2025
Q2 		$1.79M Buy
8,736
+924
+12% +$187K 0.41% 26
2025
Q1 		$1.74M Sell
7,812
-2,365
-23% -$548K 0.42% 29
2024
Q4 		$2.55M Buy
10,177
+207
+2% +$48.8K 0.65% 26
2024
Q3 		$2.32M Buy
9,970
+669
+7% +$149K 0.58% 26
2024
Q2 		$1.96M Buy
9,301
+130
+1% +$24.2K 0.58% 25
2024
Q1 		$1.57M Buy
9,171
+433
+5% +$78.7K 0.51% 27
2023
Q4 		$1.68M Buy
8,738
+614
+8% +$113K 0.85% 19
2023
Q3 		$1.39M Buy
8,124
+229
+3% +$42K 0.84% 20
2023
Q2 		$1.53M Sell
7,895
-58
-0.7% -$10.1K 0.98% 16
2023
Q1 		$1.31M Sell
7,953
-249
-3% -$36.7K 0.9% 18
2022
Q4 		$1.07M Buy
+8,202
New +$1.17M 0.78% 19

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

Family Investment Center's AAPL Position: Q2 2026 in Review

Family Investment Center increased its Apple (AAPL) stake by 6.7% in Q2 2026, buying an estimated $161K and bringing the position to 9,004 shares worth $2.61M. The position accounts for 0.43% of the portfolio, ranked #25.

Family Investment Center first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Family Investment Center held 9,004 shares of Apple worth $2.61M as of Q2 2026.
  • Family Investment Center bought 562 Apple shares in Q2 2026, an estimated $161K.
  • Apple made up 0.43% of Family Investment Center's portfolio in Q2 2026, its #25 holding.
  • Family Investment Center first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • 6,089 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Family Investment Center's 13F filing for Q2 2026, filed 23 Jul 2026.