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Financial Concepts Unlimited’s Apple AAPL Stock Holding History

Financial Concepts Unlimited’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 		$1.9M Sell
6,570
-1,227
-16% -$351K 1.49% 15
2026
Q1 		$1.98M Buy
+7,797
New +$2.03M 1.77% 13

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 Concepts Unlimited's AAPL Position: Q2 2026 in Review

Financial Concepts Unlimited reduced its Apple (AAPL) stake by 16% in Q2 2026, selling an estimated $351K and leaving 6,570 shares worth $1.9M. The position accounts for 1.49% of the portfolio, ranked #15.

Financial Concepts Unlimited first reported a position in AAPL in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.98M in Q1 2026. 6,084 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Financial Concepts Unlimited held 6,570 shares of Apple worth $1.9M as of Q2 2026.
  • Financial Concepts Unlimited sold 1,227 Apple shares in Q2 2026, an estimated $351K.
  • Apple made up 1.49% of Financial Concepts Unlimited's portfolio in Q2 2026, its #15 holding.
  • Financial Concepts Unlimited first reported a position in Apple in Q1 2026 and has held it in 2 quarters since.
  • Financial Concepts Unlimited's Apple position peaked at $1.98M in Q1 2026.
  • 6,084 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Financial Concepts Unlimited's 13F filing for Q2 2026, filed 6 Aug 2026.