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Financial Sense Advisors’s Apple AAPL Stock Holding History

Financial Sense 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
2020
Q4 		– Sell
-15,000
Closed -$1.74M – 100
2020
Q3 		$1.74M Buy
+15,000
New +$1.64M 0.69% 30

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 Sense Advisors's AAPL Position: Q2 2026 in Review

Financial Sense Advisors reduced its Apple (AAPL) stake by 5.4% in Q2 2026, selling an estimated $142K and leaving 8,610 shares worth $2.49M. The position accounts for 0.49% of the portfolio, ranked #50.

Financial Sense Advisors first reported a position in AAPL in Q2 2013 and has held it in 49 quarters since. The position peaked at $10.6M in Q3 2014. 6,136 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Financial Sense Advisors held 8,610 shares of Apple worth $2.49M as of Q2 2026.
  • Financial Sense Advisors sold 496 Apple shares in Q2 2026, an estimated $142K.
  • Apple made up 0.49% of Financial Sense Advisors's portfolio in Q2 2026, its #50 holding.
  • Financial Sense Advisors first reported a position in Apple in Q2 2013 and has held it in 49 quarters since.
  • Financial Sense Advisors's Apple position peaked at $10.6M in Q3 2014.
  • 6,136 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Financial Sense Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.