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Financial Freedom LLC’s Apple AAPL Stock Holding History

Financial Freedom LLC’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 		$3.05M Buy
10,550
+7
+0.1% +$2K 1.4% 22
2026
Q1 		$2.68M Buy
10,543
+7
+0.1% +$1.82K 1.33% 21
2025
Q4 		$2.86M Sell
10,536
-543
-5% -$146K 1.42% 19
2025
Q3 		$2.82M Buy
11,079
+9
+0.1% +$2.03K 1.41% 20
2025
Q2 		$2.27M Sell
11,070
-188
-2% -$38K 1.22% 24
2025
Q1 		$2.5M Sell
11,258
-272
-2% -$63K 1.44% 20
2024
Q4 		$2.89M Sell
11,530
-263
-2% -$62K 1.52% 18
2024
Q3 		$2.75M Buy
11,793
+9
+0.1% +$2.01K 1.45% 19
2024
Q2 		$2.48M Buy
11,784
+66
+0.6% +$12.3K 1.41% 19
2024
Q1 		$2.01M Buy
11,718
+12
+0.1% +$2.18K 1.19% 22
2023
Q4 		$2.25M Buy
11,706
+11
+0.1% +$2.03K 1.43% 20
2023
Q3 		$2M Buy
11,695
+12
+0.1% +$2.2K 1.42% 19
2023
Q2 		$2.27M Buy
11,683
+12
+0.1% +$2.09K 1.59% 17
2023
Q1 		$1.92M Sell
11,671
-217
-2% -$32K 1.4% 20
2022
Q4 		$1.54M Buy
+11,888
New +$1.7M 1.04% 19

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 Freedom LLC's AAPL Position: Q2 2026 in Review

Financial Freedom LLC increased its Apple (AAPL) stake by 0.07% in Q2 2026, buying an estimated $2K and bringing the position to 10,550 shares worth $3.05M. The position accounts for 1.4% of the portfolio, ranked #22.

Financial Freedom LLC first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. 6,131 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Financial Freedom LLC held 10,550 shares of Apple worth $3.05M as of Q2 2026.
  • Financial Freedom LLC bought 7 Apple shares in Q2 2026, an estimated $2K.
  • Apple made up 1.4% of Financial Freedom LLC's portfolio in Q2 2026, its #22 holding.
  • Financial Freedom LLC first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • 6,131 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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