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FinDec Wealth Services’s Apple AAPL Stock Holding History

FinDec Wealth Services’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 		$636K Sell
2,199
-6,136
-74% -$1.76M 0.75% 15
2026
Q1 		$2.12M Buy
8,335
+396
+5% +$103K 2.59% 10
2025
Q4 		$2.16M Sell
7,939
-100
-1% -$26.8K 2.31% 11
2025
Q3 		$2.05M Sell
8,039
-133
-2% -$30K 2.12% 11
2025
Q2 		$1.68M Sell
8,172
-900
-10% -$182K 1.75% 11
2025
Q1 		$2.02M Sell
9,072
-12,863
-59% -$2.98M 1.99% 11
2024
Q4 		$5.49M Sell
21,935
-2,775
-11% -$654K 3.81% 12
2024
Q3 		$5.76M Sell
24,710
-120
-0.5% -$26.8K 3.34% 12
2024
Q2 		$5.23M Sell
24,830
-963
-4% -$180K 3.3% 12
2024
Q1 		$4.42M Buy
25,793
+152
+0.6% +$27.6K 2.78% 17
2023
Q4 		$4.94M Sell
25,641
-1,181
-4% -$218K 3.3% 14
2023
Q3 		$4.59M Buy
26,822
+19
+0.1% +$3.48K 3.32% 14
2023
Q2 		$5.2M Buy
26,803
+347
+1% +$60.5K 3.64% 13
2023
Q1 		$4.36M Sell
26,456
-1,198
-4% -$177K 3.3% 14
2022
Q4 		$3.59M Buy
+27,654
New +$3.95M 2.97% 14

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

FinDec Wealth Services's AAPL Position: Q2 2026 in Review

FinDec Wealth Services reduced its Apple (AAPL) stake by 74% in Q2 2026, selling an estimated $1.76M and leaving 2,199 shares worth $636K. The position accounts for 0.75% of the portfolio, ranked #15.

FinDec Wealth Services first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.76M in Q3 2024. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • FinDec Wealth Services held 2,199 shares of Apple worth $636K as of Q2 2026.
  • FinDec Wealth Services sold 6,136 Apple shares in Q2 2026, an estimated $1.76M.
  • Apple made up 0.75% of FinDec Wealth Services's portfolio in Q2 2026, its #15 holding.
  • FinDec Wealth Services first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • FinDec Wealth Services's Apple position peaked at $5.76M in Q3 2024.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on FinDec Wealth Services's 13F filing for Q2 2026, filed 6 Aug 2026.