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Financial Network Wealth Advisors’s Apple AAPL Stock Holding History

Financial Network Wealth Advisors’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 		$2.78M Sell
9,619
-163
-2% -$46.6K 2.82% 6
2026
Q1 		$2.48M Sell
9,782
-81
-0.8% -$21.1K 2.54% 5
2025
Q4 		$2.68M Buy
9,863
+36
+0.4% +$9.66K 2.79% 5
2025
Q3 		$2.5M Buy
9,827
+109
+1% +$24.6K 2.74% 4
2025
Q2 		$1.99M Sell
9,718
-719
-7% -$145K 2.42% 5
2025
Q1 		$2.32M Buy
10,437
+1,334
+15% +$309K 3.04% 2
2024
Q4 		$2.28M Sell
9,103
-2,401
-21% -$566K 4.24% 3
2024
Q3 		$2.68M Sell
11,504
-10,389
-47% -$2.32M 2.21% 7
2024
Q2 		$4.75M Buy
21,893
+11,380
+108% +$2.12M 3.55% 2
2024
Q1 		$1.8M Sell
10,513
-10,554
-50% -$1.92M 1.79% 10
2023
Q4 		$3.98M Buy
+21,067
New +$3.89M 4.24% 2

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 Network Wealth Advisors's AAPL Position: Q2 2026 in Review

Financial Network Wealth Advisors reduced its Apple (AAPL) stake by 1.7% in Q2 2026, selling an estimated $46.6K and leaving 9,619 shares worth $2.78M. The position accounts for 2.82% of the portfolio, ranked #6.

Financial Network Wealth Advisors first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.75M in Q2 2024. 6,090 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Financial Network Wealth Advisors held 9,619 shares of Apple worth $2.78M as of Q2 2026.
  • Financial Network Wealth Advisors sold 163 Apple shares in Q2 2026, an estimated $46.6K.
  • Apple made up 2.82% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #6 holding.
  • Financial Network Wealth Advisors first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • Financial Network Wealth Advisors's Apple position peaked at $4.75M in Q2 2024.
  • 6,090 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.