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Financial Security Advisor’s Apple AAPL Stock Holding History

Financial Security Advisor’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 		$14.7M Sell
50,932
-1,599
-3% -$457K 2.4% 9
2026
Q1 		$13.3M Buy
52,531
+240
+0.5% +$62.5K 2.45% 9
2025
Q4 		$14.2M Sell
52,291
-814
-2% -$219K 2.75% 10
2025
Q3 		$13.5M Sell
53,105
-604
-1% -$136K 2.88% 8
2025
Q2 		$11M Buy
53,709
+440
+0.8% +$88.9K 2.54% 9
2025
Q1 		$11.8M Sell
53,269
-818
-2% -$190K 3% 8
2024
Q4 		$13.5M Sell
54,087
-1,512
-3% -$356K 3.44% 7
2024
Q3 		$13M Buy
55,599
+810
+1% +$181K 3.23% 8
2024
Q2 		$11.5M Buy
54,789
+150
+0.3% +$28K 3.87% 7
2024
Q1 		$9.37M Sell
54,639
-693
-1% -$126K 3.27% 7
2023
Q4 		$10.7M Sell
55,332
-637
-1% -$118K 4.19% 5
2023
Q3 		$9.58M Buy
+55,969
New +$10.3M 4.4% 5

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 Security Advisor's AAPL Position: Q2 2026 in Review

Financial Security Advisor reduced its Apple (AAPL) stake by 3% in Q2 2026, selling an estimated $457K and leaving 50,932 shares worth $14.7M. The position accounts for 2.4% of the portfolio, ranked #9.

Financial Security Advisor first reported a position in AAPL in Q3 2023 and has held it in 12 quarters since. 6,092 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Financial Security Advisor held 50,932 shares of Apple worth $14.7M as of Q2 2026.
  • Financial Security Advisor sold 1,599 Apple shares in Q2 2026, an estimated $457K.
  • Apple made up 2.4% of Financial Security Advisor's portfolio in Q2 2026, its #9 holding.
  • Financial Security Advisor first reported a position in Apple in Q3 2023 and has held it in 12 quarters since.
  • 6,092 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Financial Security Advisor's 13F filing for Q2 2026, filed 11 Aug 2026.