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First Affirmative Financial Network’s Apple AAPL Stock Holding History

First Affirmative Financial Network’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
Q1 		$8.32M Buy
+32,778
New +$8.53M 3.23% 4
2025
Q3 		$7.35M Buy
28,856
+870
+3% +$197K 3.46% 4
2025
Q2 		$5.74M Buy
27,986
+1,739
+7% +$351K 2.95% 6
2025
Q1 		$5.83M Sell
26,247
-1,002
-4% -$232K 3.57% 3
2024
Q4 		$6.82M Sell
27,249
-3
-0% -$707 3.94% 3
2024
Q3 		$6.35M Buy
27,252
+4,432
+19% +$990K 3.48% 3
2024
Q2 		$4.81M Buy
22,820
+823
+4% +$153K 3.34% 4
2024
Q1 		$3.77M Buy
21,997
+1,700
+8% +$309K 2.78% 5
2023
Q4 		$3.91M Buy
20,297
+4,708
+30% +$869K 3.12% 4
2023
Q3 		$2.67M Buy
15,589
+774
+5% +$142K 2.61% 3
2023
Q2 		$2.87M Buy
14,815
+719
+5% +$125K 2.87% 4
2023
Q1 		$2.32M Sell
14,096
-583
-4% -$86K 2.69% 5
2022
Q4 		$1.91M Sell
14,679
-368
-2% -$52.6K 2.31% 6
2022
Q3 		$2.08M Sell
15,047
-197
-1% -$30.9K 2.65% 5
2022
Q2 		$2.08M Sell
15,244
-1,894
-11% -$287K 2.37% 5
2022
Q1 		$2.99M Sell
17,138
-1,629
-9% -$274K 2.87% 5
2021
Q4 		$3.33M Buy
18,767
+290
+2% +$45.8K 3.04% 4
2021
Q3 		$2.61M Buy
+18,477
New +$2.72M 2.69% 4

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

First Affirmative Financial Network's AAPL Position: Q1 2026 in Review

First Affirmative Financial Network opened a new position in Apple (AAPL) in Q1 2026: 32,778 shares worth $8.32M. The stake represents 3.23% of the portfolio and ranks #4 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in AAPL as recently as Q3 2025.

First Affirmative Financial Network first reported a position in AAPL in Q3 2021 and has held it in 18 quarters since. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • First Affirmative Financial Network held 32,778 shares of Apple worth $8.32M as of Q1 2026.
  • Apple was a new First Affirmative Financial Network position in Q1 2026.
  • Apple made up 3.23% of First Affirmative Financial Network's portfolio in Q1 2026, its #4 holding.
  • First Affirmative Financial Network first reported a position in Apple in Q3 2021 and has held it in 18 quarters since.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on First Affirmative Financial Network's 13F filing for Q1 2026, filed 8 May 2026.