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Financial & Tax Architects’s Apple AAPL Stock Holding History

Financial & Tax Architects’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 		$4.61M Sell
15,929
-845
-5% -$242K 0.97% 39
2026
Q1 		$4.26M Sell
16,774
-309
-2% -$80.4K 0.95% 38
2025
Q4 		$4.64M Buy
17,083
+267
+2% +$71.7K 1.04% 35
2025
Q3 		$4.28M Buy
16,816
+2,665
+19% +$602K 0.94% 36
2025
Q2 		$2.9M Buy
14,151
+865
+7% +$175K 0.71% 40
2025
Q1 		$2.95M Buy
13,286
+1,011
+8% +$234K 0.74% 41
2024
Q4 		$3.07M Buy
12,275
+949
+8% +$224K 0.78% 38
2024
Q3 		$2.64M Buy
11,326
+1,934
+21% +$432K 0.68% 39
2024
Q2 		$1.98M Buy
9,392
+1,370
+17% +$255K 0.53% 45
2024
Q1 		$1.38M Buy
8,022
+1,635
+26% +$297K 0.38% 46
2023
Q4 		$1.23M Sell
6,387
-588
-8% -$109K 0.36% 47
2023
Q3 		$1.19M Buy
6,975
+1,574
+29% +$289K 0.37% 46
2023
Q2 		$1.05M Sell
5,401
-745
-12% -$130K 0.32% 45
2023
Q1 		$1.01M Buy
6,146
+1,461
+31% +$216K 0.33% 47
2022
Q4 		$646K Sell
4,685
-309
-6% -$44.2K 0.22% 53
2022
Q3 		$690K Sell
4,994
-870
-15% -$137K 0.26% 45
2022
Q2 		$802K Sell
5,864
-1,752
-23% -$265K 0.3% 50
2022
Q1 		$1.33M Sell
7,616
-668
-8% -$112K 0.5% 51
2021
Q4 		$1.47M Buy
8,284
+273
+3% +$43.1K 0.6% 47
2021
Q3 		$1.13M Buy
8,011
+1,313
+20% +$193K 0.52% 49
2021
Q2 		$917K Buy
6,698
+349
+5% +$45.2K 0.45% 52
2021
Q1 		$776K Buy
+6,349
New +$815K 0.44% 47

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 & Tax Architects's AAPL Position: Q2 2026 in Review

Financial & Tax Architects reduced its Apple (AAPL) stake by 5% in Q2 2026, selling an estimated $242K and leaving 15,929 shares worth $4.61M. The position accounts for 0.97% of the portfolio, ranked #39.

Financial & Tax Architects first reported a position in AAPL in Q1 2021 and has held it in 22 quarters since. The position peaked at $4.64M in Q4 2025. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Financial & Tax Architects held 15,929 shares of Apple worth $4.61M as of Q2 2026.
  • Financial & Tax Architects sold 845 Apple shares in Q2 2026, an estimated $242K.
  • Apple made up 0.97% of Financial & Tax Architects's portfolio in Q2 2026, its #39 holding.
  • Financial & Tax Architects first reported a position in Apple in Q1 2021 and has held it in 22 quarters since.
  • Financial & Tax Architects's Apple position peaked at $4.64M in Q4 2025.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Financial & Tax Architects's 13F filing for Q2 2026, filed 23 Jul 2026.