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Financial Architects (Georgia)’s Apple AAPL Stock Holding History

Financial Architects (Georgia)’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 		$352K Sell
1,215
-285
-19% -$81.5K 0.17% 23
2026
Q1 		$381K Sell
1,500
-285
-16% -$74.2K 0.2% 20
2025
Q4 		$485K Sell
1,785
-81
-4% -$21.7K 0.26% 18
2025
Q3 		$475K Sell
1,866
-319
-15% -$72.1K 0.27% 18
2025
Q2 		$448K Sell
2,185
-130
-6% -$26.3K 0.27% 19
2025
Q1 		$514K Sell
2,315
-230
-9% -$53.3K 0.33% 17
2024
Q4 		$637K Sell
2,545
-170
-6% -$40.1K 0.41% 17
2024
Q3 		$633K Sell
2,715
-465
-15% -$104K 0.41% 17
2024
Q2 		$670K Sell
3,180
-250
-7% -$46.6K 0.46% 16
2024
Q1 		$588K Buy
+3,430
New +$624K 0.41% 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
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
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
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Financial Architects (Georgia)'s AAPL Position: Q2 2026 in Review

Financial Architects (Georgia) reduced its Apple (AAPL) stake by 19% in Q2 2026, selling an estimated $81.5K and leaving 1,215 shares worth $352K. The position accounts for 0.17% of the portfolio, ranked #23.

Financial Architects (Georgia) first reported a position in AAPL in Q1 2024 and has held it in 10 quarters since. The position peaked at $670K in Q2 2024. 4,880 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Financial Architects (Georgia) held 1,215 shares of Apple worth $352K as of Q2 2026.
  • Financial Architects (Georgia) sold 285 Apple shares in Q2 2026, an estimated $81.5K.
  • Apple made up 0.17% of Financial Architects (Georgia)'s portfolio in Q2 2026, its #23 holding.
  • Financial Architects (Georgia) first reported a position in Apple in Q1 2024 and has held it in 10 quarters since.
  • Financial Architects (Georgia)'s Apple position peaked at $670K in Q2 2024.
  • 4,880 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Financial Architects (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.