Financial Management Network’s Apple AAPL Stock Holding History

Financial Management Network’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	$21.6M	Sell	64,625 -452	-0.7%	-$129K	3.1%	7
2026 Q1	$17M	Sell	65,077 -2,190	-3%	-$570K	2.6%	10
2025 Q4	$18.2M	Sell	67,267 -833	-1%	-$224K	2.88%	9
2025 Q3	$17.5M	Buy	68,100 +2,061	+3%	+$466K	2.88%	9
2025 Q2	$14.1M	Buy	66,039 +890	+1%	+$180K	2.53%	10
2025 Q1	$11.8M	Sell	65,149 -2,387	-4%	-$553K	2.66%	11
2024 Q4	$16.4M	Buy	67,536 +3,066	+5%	+$723K	3.42%	5
2024 Q3	$14.6M	Buy	64,470 +1,978	+3%	+$442K	3.06%	7
2024 Q2	$14.1M	Buy	62,492 +126	+0.2%	+$23.5K	3.39%	7
2024 Q1	$10.5M	Sell	62,366 -1,050	-2%	-$191K	2.65%	9
2023 Q4	$11.5M	Sell	63,416 -383	-0.6%	-$70.7K	3.35%	8
2023 Q3	$11.1M	Sell	63,799 -593	-0.9%	-$109K	3.67%	7
2023 Q2	$12.4M	Sell	64,392 -1,794	-3%	-$313K	4.32%	4
2023 Q1	$11M	Sell	66,186 -974	-1%	-$144K	4.4%	4
2022 Q4	$8.49M	Buy	67,160 +1,107	+2%	+$158K	3.77%	6
2022 Q3	$9.65M	Buy	66,053 +736	+1%	+$116K	4.76%	4
2022 Q2	$9.07M	Sell	65,317 -1,395	-2%	-$211K	4.83%	4
2022 Q1	$11.9M	Sell	66,712 -180	-0.3%	-$30.3K	6.05%	3
2021 Q4	$12M	Sell	66,892 -2,291	-3%	-$362K	5.51%	4
2021 Q3	$9.63M	Buy	69,183 +582	+0.8%	+$85.7K	4.88%	4
2021 Q2	$9.6M	Sell	68,601 -1,932	-3%	-$250K	4.88%	4
2021 Q1	$9.35M	Buy	70,533 +9,145	+15%	+$1.17M	4.84%	4
2020 Q4	$8.11M	Buy	+61,388	New	+$7.38M	4.99%	4

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Financial Management Network's AAPL Position: Q2 2026 in Review

Financial Management Network reduced its Apple (AAPL) stake by 0.69% in Q2 2026, selling an estimated $129K and leaving 64,625 shares worth $21.6M. The position accounts for 3.1% of the portfolio, ranked #7.

Financial Management Network first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. 6,118 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Financial Management Network held 64,625 shares of Apple worth $21.6M as of Q2 2026.
Financial Management Network sold 452 Apple shares in Q2 2026, an estimated $129K.
Apple made up 3.1% of Financial Management Network's portfolio in Q2 2026, its #7 holding.
Financial Management Network first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
6,118 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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