Focused Alpha LLC’s Apple AAPL Stock Holding History

Focused Alpha LLC’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	$9.58M	Buy	33,108 +3,036	+10%	+$868K	2.46%	6
2026 Q1	$7.63M	Sell	30,072 -1,941	-6%	-$505K	2.36%	8
2025 Q4	$8.7M	Buy	+32,013	New	+$8.59M	2.56%	6

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

Focused Alpha LLC's AAPL Position: Q2 2026 in Review

Focused Alpha LLC increased its Apple (AAPL) stake by 10% in Q2 2026, buying an estimated $868K and bringing the position to 33,108 shares worth $9.58M. The position accounts for 2.46% of the portfolio, ranked #6.

Focused Alpha LLC first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. 6,092 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Focused Alpha LLC held 33,108 shares of Apple worth $9.58M as of Q2 2026.
Focused Alpha LLC bought 3,036 Apple shares in Q2 2026, an estimated $868K.
Apple made up 2.46% of Focused Alpha LLC's portfolio in Q2 2026, its #6 holding.
Focused Alpha LLC first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
6,092 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Focused Alpha LLC's 13F filing for Q2 2026, filed 7 Aug 2026.