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Flagship Wealth Advisors’s Apple AAPL Stock Holding History

Flagship Wealth Advisors’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 		$7.27M Buy
25,124
+12,491
+99% +$3.57M 1.63% 20
2026
Q1 		$2.59M Sell
12,633
-7,525
-37% -$1.96M 1.11% 26
2025
Q4 		$5.48M Buy
20,158
+6,830
+51% +$1.83M 1.59% 22
2025
Q3 		$3.39M Sell
13,328
-104
-0.8% -$23.5K 1.12% 25
2025
Q2 		$2.76M Sell
13,432
-2,249
-14% -$454K 1.04% 28
2025
Q1 		$3.48M Buy
15,681
+1,523
+11% +$353K 1.47% 20
2024
Q4 		$3.55M Buy
+14,158
New +$3.34M 2.08% 12

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

Flagship Wealth Advisors's AAPL Position: Q2 2026 in Review

Flagship Wealth Advisors increased its Apple (AAPL) stake by 99% in Q2 2026, buying an estimated $3.57M and bringing the position to 25,124 shares worth $7.27M. The position accounts for 1.63% of the portfolio, ranked #20.

Flagship Wealth Advisors first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 6,118 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Flagship Wealth Advisors held 25,124 shares of Apple worth $7.27M as of Q2 2026.
  • Flagship Wealth Advisors bought 12,491 Apple shares in Q2 2026, an estimated $3.57M.
  • Apple made up 1.63% of Flagship Wealth Advisors's portfolio in Q2 2026, its #20 holding.
  • Flagship Wealth Advisors first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 6,118 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.