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AAPL icon

Formulate Financial’s Apple AAPL Stock Holding History

Formulate Financial’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 		$1.08M Hold
3,724
– – 1.13% 15
2026
Q1 		$945K Hold
3,724
– – 1.17% 15
2025
Q4 		$1.01M Buy
3,724
+259
+7% +$69.5K 1.19% 14
2025
Q3 		$882K Buy
+3,465
New +$783K 1.09% 15

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Formulate Financial's AAPL Position: Q2 2026 in Review

Formulate Financial held its Apple (AAPL) position steady in Q2 2026 at 3,724 shares worth $1.08M. The position accounts for 1.13% of the portfolio, ranked #15.

Formulate Financial first reported a position in AAPL in Q3 2025 and has held it in 4 quarters since. 4,143 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Formulate Financial held 3,724 shares of Apple worth $1.08M as of Q2 2026.
  • Formulate Financial left its Apple share count unchanged in Q2 2026.
  • Apple made up 1.13% of Formulate Financial's portfolio in Q2 2026, its #15 holding.
  • Formulate Financial first reported a position in Apple in Q3 2025 and has held it in 4 quarters since.
  • 4,143 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Formulate Financial's 13F filing for Q2 2026, filed 31 Jul 2026.