First National Advisers’s Apple AAPL Stock Holding History

First National Advisers’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	$38M	Sell	131,469 -21,038	-14%	-$6.02M	5.34%	2
2026 Q1	$38.7M	Sell	152,507 -10,266	-6%	-$2.67M	5.66%	2
2025 Q4	$44.3M	Sell	162,773 -6,967	-4%	-$1.87M	6.08%	2
2025 Q3	$43.2M	Buy	169,740 +2,906	+2%	+$656K	5.86%	2
2025 Q2	$34.2M	Sell	166,834 -307	-0.2%	-$62K	5.01%	4
2025 Q1	$37.1M	Sell	167,141 -1,875	-1%	-$434K	5.94%	1
2024 Q4	$42.3M	Buy	169,016 +2,993	+2%	+$705K	6.84%	1
2024 Q3	$38.7M	Buy	166,023 +13,097	+9%	+$2.92M	6.17%	1
2024 Q2	$32.2M	Buy	152,926 +17,022	+13%	+$3.17M	5.89%	2
2024 Q1	$23.1M	Buy	135,904 +30,508	+29%	+$5.55M	5.17%	2
2023 Q4	$20.3M	Buy	105,396 +32,099	+44%	+$5.93M	5.84%	2
2023 Q3	$12.5M	Buy	73,297 +29,577	+68%	+$5.42M	5.6%	1
2023 Q2	$8.48M	Buy	43,720 +11,219	+35%	+$1.95M	7.81%	1
2023 Q1	$5.36M	Buy	32,501 +1,232	+4%	+$182K	6.08%	1
2022 Q4	$4.06M	Buy	31,269 +1,827	+6%	+$261K	5.2%	1
2022 Q3	$4.07M	Buy	29,442 +6,913	+31%	+$1.08M	6.03%	1
2022 Q2	$3.08M	Buy	+22,529	New	+$3.41M	6.39%	1

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

First National Advisers's AAPL Position: Q2 2026 in Review

First National Advisers reduced its Apple (AAPL) stake by 14% in Q2 2026, selling an estimated $6.02M and leaving 131,469 shares worth $38M. The position accounts for 5.34% of the portfolio, ranked #2.

First National Advisers first reported a position in AAPL in Q2 2022 and has held it in 17 quarters since. The position peaked at $44.3M in Q4 2025. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

First National Advisers held 131,469 shares of Apple worth $38M as of Q2 2026.
First National Advisers sold 21,038 Apple shares in Q2 2026, an estimated $6.02M.
Apple made up 5.34% of First National Advisers's portfolio in Q2 2026, its #2 holding.
First National Advisers first reported a position in Apple in Q2 2022 and has held it in 17 quarters since.
First National Advisers's Apple position peaked at $44.3M in Q4 2025.
6,089 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on First National Advisers's 13F filing for Q2 2026, filed 21 Jul 2026.