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Family Office Research’s Apple AAPL Stock Holding History

Family Office Research’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 		$2.54M Buy
8,784
+60
+0.7% +$17.2K 0.95% 20
2026
Q1 		$2.21M Sell
8,724
-4
-0% -$1.04K 0.96% 19
2025
Q4 		$2.39M Sell
8,728
-72
-0.8% -$19.3K 0.98% 22
2025
Q3 		$2.24M Sell
8,800
-650
-7% -$147K 0.98% 19
2025
Q2 		$1.94M Sell
9,450
-799
-8% -$161K 0.92% 20
2025
Q1 		$2.28M Sell
10,249
-826
-7% -$191K 1.11% 19
2024
Q4 		$2.77M Buy
+11,075
New +$2.61M 1.22% 16

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Family Office Research's AAPL Position: Q2 2026 in Review

Family Office Research increased its Apple (AAPL) stake by 0.69% in Q2 2026, buying an estimated $17.2K and bringing the position to 8,784 shares worth $2.54M. The position accounts for 0.95% of the portfolio, ranked #20.

Family Office Research first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.77M in Q4 2024. 5,224 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Family Office Research held 8,784 shares of Apple worth $2.54M as of Q2 2026.
  • Family Office Research bought 60 Apple shares in Q2 2026, an estimated $17.2K.
  • Apple made up 0.95% of Family Office Research's portfolio in Q2 2026, its #20 holding.
  • Family Office Research first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • Family Office Research's Apple position peaked at $2.77M in Q4 2024.
  • 5,224 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Family Office Research's 13F filing for Q2 2026, filed 27 Jul 2026.