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Financial Services Advisory’s Apple AAPL Stock Holding History

Financial Services Advisory’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 		$825K Buy
2,851
+405
+17% +$116K 0.21% 45
2026
Q1 		$621K Sell
2,446
-179
-7% -$46.6K 0.3% 43
2025
Q4 		$714K Buy
2,625
+412
+19% +$111K 0.26% 44
2025
Q3 		$564K Buy
2,213
+581
+36% +$131K 0.22% 51
2025
Q2 		$335K Sell
1,632
-524
-24% -$106K 0.16% 43
2025
Q1 		$479K Buy
+2,156
New +$499K 0.18% 42

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 Services Advisory's AAPL Position: Q2 2026 in Review

Financial Services Advisory increased its Apple (AAPL) stake by 17% in Q2 2026, buying an estimated $116K and bringing the position to 2,851 shares worth $825K. The position accounts for 0.21% of the portfolio, ranked #45.

Financial Services Advisory first reported a position in AAPL in Q1 2025 and has held it in 6 quarters since. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Financial Services Advisory held 2,851 shares of Apple worth $825K as of Q2 2026.
  • Financial Services Advisory bought 405 Apple shares in Q2 2026, an estimated $116K.
  • Apple made up 0.21% of Financial Services Advisory's portfolio in Q2 2026, its #45 holding.
  • Financial Services Advisory first reported a position in Apple in Q1 2025 and has held it in 6 quarters since.
  • 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Financial Services Advisory's 13F filing for Q2 2026, filed 3 Aug 2026.