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AAPL icon

Finivi Inc’s Apple AAPL Stock Holding History

Finivi Inc’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 		$6.43M Sell
22,222
-982
-4% -$281K 3.3% 6
2026
Q1 		$5.89M Buy
23,204
+1,242
+6% +$323K 3.22% 7
2025
Q4 		$5.97M Sell
21,962
-784
-3% -$210K 3.45% 7
2025
Q3 		$5.79M Buy
22,746
+225
+1% +$50.8K 3.69% 5
2025
Q2 		$4.62M Buy
22,521
+259
+1% +$52.3K 3.13% 7
2025
Q1 		$4.94M Buy
22,262
+575
+3% +$133K 3.98% 2
2024
Q4 		$5.43M Buy
21,687
+504
+2% +$119K 4.34% 3
2024
Q3 		$4.94M Sell
21,183
-517
-2% -$115K 4% 4
2024
Q2 		$4.57M Buy
21,700
+381
+2% +$71.1K 3.79% 6
2024
Q1 		$3.66M Buy
21,319
+441
+2% +$80.2K 3.31% 7
2023
Q4 		$4.02M Buy
+20,878
New +$3.85M 3.92% 3
2021
Q4 		$5.49M Buy
+30,926
New +$4.89M 5.8% 2

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

Finivi Inc's AAPL Position: Q2 2026 in Review

Finivi Inc reduced its Apple (AAPL) stake by 4.2% in Q2 2026, selling an estimated $281K and leaving 22,222 shares worth $6.43M. The position accounts for 3.3% of the portfolio, ranked #6.

Finivi Inc first reported a position in AAPL in Q4 2021 and has held it in 12 quarters since. 6,018 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Finivi Inc held 22,222 shares of Apple worth $6.43M as of Q2 2026.
  • Finivi Inc sold 982 Apple shares in Q2 2026, an estimated $281K.
  • Apple made up 3.3% of Finivi Inc's portfolio in Q2 2026, its #6 holding.
  • Finivi Inc first reported a position in Apple in Q4 2021 and has held it in 12 quarters since.
  • 6,018 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Finivi Inc's 13F filing for Q2 2026, filed 9 Jul 2026.