Farther Finance Advisors’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-1,200
Closed -$326K 5753
2025
Q4
$326K Buy
+1,200
New +$322K ﹤0.01% 1594
2024
Q4
Sell
-400
Closed -$93.2K 3999
2024
Q3
$93.2K Buy
+400
New +$89.3K ﹤0.01% 1336

Other funds holding AAPL

Farther Finance Advisors's AAPL Position: Q2 2026 in Review

Farther Finance Advisors increased its Apple (AAPL) stake by 4.8% in Q2 2026, buying an estimated $14.1M and bringing the position to 1,075,763 shares worth $311M. The position accounts for 2.43% of the portfolio, ranked #3.

Farther Finance Advisors first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. 2,165 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Farther Finance Advisors held 1,075,763 shares of Apple worth $311M as of Q2 2026.
  • Farther Finance Advisors bought 49,256 Apple shares in Q2 2026, an estimated $14.1M.
  • Apple made up 2.43% of Farther Finance Advisors's portfolio in Q2 2026, its #3 holding.
  • Farther Finance Advisors first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • 2,165 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.