Financial Advisory Corporation’s Apple AAPL Stock Holding History

Financial Advisory Corporation’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	$2.28M	Buy	7,875 +82	+1%	+$23.5K	0.3%	20
2026 Q1	$1.98M	Hold	7,793	–	–	0.27%	21
2025 Q4	$2.12M	Sell	7,793 -48	-0.6%	-$12.9K	0.31%	19
2025 Q3	$2M	Sell	7,841 -903	-10%	-$204K	0.29%	20
2025 Q2	$1.79M	Sell	8,744 -373	-4%	-$75.3K	0.28%	20
2025 Q1	$2.03M	Buy	9,117 +5	+0.1%	+$1.16K	0.34%	18
2024 Q4	$2.28M	Buy	+9,112	New	+$2.15M	0.4%	16

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Financial Advisory Corporation's AAPL Position: Q2 2026 in Review

Financial Advisory Corporation increased its Apple (AAPL) stake by 1.1% in Q2 2026, buying an estimated $23.5K and bringing the position to 7,875 shares worth $2.28M. The position accounts for 0.3% of the portfolio, ranked #20.

Financial Advisory Corporation first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.28M in Q4 2024. 6,139 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Financial Advisory Corporation held 7,875 shares of Apple worth $2.28M as of Q2 2026.
Financial Advisory Corporation bought 82 Apple shares in Q2 2026, an estimated $23.5K.
Apple made up 0.3% of Financial Advisory Corporation's portfolio in Q2 2026, its #20 holding.
Financial Advisory Corporation first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
Financial Advisory Corporation's Apple position peaked at $2.28M in Q4 2024.
6,139 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Financial Advisory Corporation's 13F filing for Q2 2026, filed 9 Jul 2026.