Floyd Financial Group’s Apple AAPL Stock Holding History

Floyd Financial Group’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	$2.7M	Sell	8,575 -261	-3%	-$74.7K	1.76%	17
2026 Q1	$2.35M	Buy	8,836 +288	+3%	+$75K	1.57%	19
2025 Q4	$2.26M	Buy	8,548 +7,398	+643%	+$1.99M	1.53%	20
2025 Q3	$285K	Buy	1,150 +114	+11%	+$25.8K	0.21%	51
2025 Q2	$221K	Sell	1,036 -13,174	-93%	-$2.66M	0.2%	50
2025 Q1	$3.16M	Sell	14,210 -4,211	-23%	-$976K	2.85%	14
2024 Q4	$4.36M	Buy	+18,421	New	+$4.34M	3.59%	9

Other funds holding AAPL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Floyd Financial Group's AAPL Position: Q2 2026 in Review

Floyd Financial Group reduced its Apple (AAPL) stake by 3% in Q2 2026, selling an estimated $74.7K and leaving 8,575 shares worth $2.7M. The position accounts for 1.76% of the portfolio, ranked #17.

Floyd Financial Group first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.36M in Q4 2024. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Floyd Financial Group held 8,575 shares of Apple worth $2.7M as of Q2 2026.
Floyd Financial Group sold 261 Apple shares in Q2 2026, an estimated $74.7K.
Apple made up 1.76% of Floyd Financial Group's portfolio in Q2 2026, its #17 holding.
Floyd Financial Group first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
Floyd Financial Group's Apple position peaked at $4.36M in Q4 2024.
3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Floyd Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.