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Financial Advisory Partners’s Apple AAPL Stock Holding History

Financial Advisory Partners’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 		$6.29M Sell
21,730
-269
-1% -$76.9K 1.64% 14
2026
Q1 		$5.58M Sell
21,999
-209
-0.9% -$54.4K 1.58% 15
2025
Q4 		$6.04M Sell
22,208
-99
-0.4% -$26.6K 1.7% 13
2025
Q3 		$5.68M Sell
22,307
-312
-1% -$70.5K 1.66% 14
2025
Q2 		$4.64M Sell
22,619
-400
-2% -$80.8K 1.46% 22
2025
Q1 		$5.11M Sell
23,019
-362
-2% -$83.9K 1.71% 13
2024
Q4 		$5.86M Sell
23,381
-150
-0.6% -$35.4K 1.94% 8
2024
Q3 		$5.48M Sell
23,531
-365
-2% -$81.5K 1.82% 10
2024
Q2 		$5.03M Sell
23,896
-783
-3% -$146K 1.88% 10
2024
Q1 		$4.23M Sell
24,679
-4,248
-15% -$772K 1.64% 16
2023
Q4 		$5.57M Sell
28,927
-1,148
-4% -$212K 2.02% 9
2023
Q3 		$5.15M Sell
30,075
-440
-1% -$80.7K 2.08% 6
2023
Q2 		$5.92M Buy
30,515
+89
+0.3% +$15.5K 2.28% 6
2023
Q1 		$5.02M Sell
30,426
-351
-1% -$51.8K 1.99% 9
2022
Q4 		$4M Sell
30,777
-767
-2% -$110K 1.65% 17
2022
Q3 		$4.36M Sell
31,544
-86
-0.3% -$13.5K 1.9% 9
2022
Q2 		$4.32M Buy
31,630
+535
+2% +$81K 1.79% 13
2022
Q1 		$5.43M Buy
31,095
+45
+0.1% +$7.57K 2.01% 8
2021
Q4 		$5.51M Buy
+31,050
New +$4.91M 2.01% 10

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

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

Financial Advisory Partners reduced its Apple (AAPL) stake by 1.2% in Q2 2026, selling an estimated $76.9K and leaving 21,730 shares worth $6.29M. The position accounts for 1.64% of the portfolio, ranked #14.

Financial Advisory Partners first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 6,077 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Financial Advisory Partners held 21,730 shares of Apple worth $6.29M as of Q2 2026.
  • Financial Advisory Partners sold 269 Apple shares in Q2 2026, an estimated $76.9K.
  • Apple made up 1.64% of Financial Advisory Partners's portfolio in Q2 2026, its #14 holding.
  • Financial Advisory Partners first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 6,077 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Financial Advisory Partners's 13F filing for Q2 2026, filed 20 Jul 2026.