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Financial Alternatives’s Apple AAPL Stock Holding History

Financial Alternatives’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 		$3.4M Buy
11,739
+717
+7% +$205K 1.67% 13
2026
Q1 		$2.8M Sell
11,022
-746
-6% -$194K 1.51% 14
2025
Q4 		$3.2M Sell
11,768
-2,090
-15% -$561K 1.86% 13
2025
Q3 		$3.53M Buy
13,858
+713
+5% +$161K 2.14% 12
2025
Q2 		$2.7M Hold
13,145
– – 1.76% 15
2025
Q1 		$2.92M Sell
13,145
-12
-0.1% -$2.78K 2.08% 13
2024
Q4 		$3.29M Sell
13,157
-206
-2% -$48.5K 2.32% 12
2024
Q3 		$3.11M Hold
13,363
– – 2.19% 13
2024
Q2 		$2.81M Buy
13,363
+6,791
+103% +$1.27M 2.12% 13
2024
Q1 		$1.13M Buy
6,572
+1
+0% +$182 0.87% 23
2023
Q4 		$1.27M Hold
6,571
– – 1.07% 21
2023
Q3 		$1.13M Hold
6,571
– – 1.04% 24
2023
Q2 		$1.27M Sell
6,571
-73
-1% -$12.7K 1.15% 21
2023
Q1 		$1.1M Sell
6,644
-605
-8% -$89.3K 1.05% 24
2022
Q4 		$942K Buy
+7,249
New +$1.04M 0.94% 25

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 Alternatives's AAPL Position: Q2 2026 in Review

Financial Alternatives increased its Apple (AAPL) stake by 6.5% in Q2 2026, buying an estimated $205K and bringing the position to 11,739 shares worth $3.4M. The position accounts for 1.67% of the portfolio, ranked #13.

Financial Alternatives first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.53M in Q3 2025. 6,077 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Financial Alternatives held 11,739 shares of Apple worth $3.4M as of Q2 2026.
  • Financial Alternatives bought 717 Apple shares in Q2 2026, an estimated $205K.
  • Apple made up 1.67% of Financial Alternatives's portfolio in Q2 2026, its #13 holding.
  • Financial Alternatives first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • Financial Alternatives's Apple position peaked at $3.53M in Q3 2025.
  • 6,077 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Financial Alternatives's 13F filing for Q2 2026, filed 11 Aug 2026.