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Founders Financial Alliance’s Apple AAPL Stock Holding History

Founders Financial Alliance’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 		$36.3M Sell
125,514
-3,088
-2% -$883K 4.81% 1
2026
Q1 		$32.6M Sell
128,602
-3,442
-3% -$896K 5.88% 1
2025
Q4 		$35.9M Buy
132,044
+3,713
+3% +$997K 6.78% 1
2025
Q3 		$32.7M Sell
128,331
-473
-0.4% -$107K 6.16% 1
2025
Q2 		$26.4M Buy
128,804
+1,330
+1% +$269K 6.01% 1
2025
Q1 		$28.3M Sell
127,474
-1,276
-1% -$296K 6.86% 1
2024
Q4 		$32.2M Buy
128,750
+909
+0.7% +$214K 8.86% 1
2024
Q3 		$29.8M Sell
127,841
-591
-0.5% -$132K 8.29% 1
2024
Q2 		$27.1M Sell
128,432
-4,298
-3% -$802K 8.02% 1
2024
Q1 		$22.8M Buy
132,730
+1,366
+1% +$248K 6.83% 1
2023
Q4 		$25.3M Sell
131,364
-328
-0.2% -$60.6K 9.81% 1
2023
Q3 		$22.5M Buy
131,692
+218
+0.2% +$40K 9.85% 1
2023
Q2 		$25.5M Buy
131,474
+27,028
+26% +$4.71M 10.04% 1
2023
Q1 		$17.3M Sell
104,446
-24,927
-19% -$3.68M 8.62% 1
2022
Q4 		$16.8M Sell
129,373
-1,653
-1% -$236K 7.72% 1
2022
Q3 		$18.1M Buy
131,026
+25,980
+25% +$4.08M 9.22% 1
2022
Q2 		$14.4M Sell
105,046
-27,048
-20% -$4.1M 7.28% 1
2022
Q1 		$23.1M Buy
132,094
+1,591
+1% +$268K 10.25% 1
2021
Q4 		$23.2M Buy
130,503
+3,515
+3% +$556K 9.32% 1
2021
Q3 		$18M Buy
126,988
+337
+0.3% +$49.6K 8.4% 1
2021
Q2 		$17.3M Buy
126,651
+1,862
+1% +$241K 7.89% 1
2021
Q1 		$15.5M Buy
124,789
+3,869
+3% +$497K 7.63% 1
2020
Q4 		$16.1M Buy
120,920
+5,181
+4% +$623K 9.08% 1
2020
Q3 		$13.5M Buy
+115,739
New +$12.6M 8.09% 1

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

Founders Financial Alliance's AAPL Position: Q2 2026 in Review

Founders Financial Alliance reduced its Apple (AAPL) stake by 2.4% in Q2 2026, selling an estimated $883K and leaving 125,514 shares worth $36.3M. The position accounts for 4.81% of the portfolio, ranked #1.

Founders Financial Alliance first reported a position in AAPL in Q3 2020 and has held it in 24 quarters since. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Founders Financial Alliance held 125,514 shares of Apple worth $36.3M as of Q2 2026.
  • Founders Financial Alliance sold 3,088 Apple shares in Q2 2026, an estimated $883K.
  • Apple made up 4.81% of Founders Financial Alliance's portfolio in Q2 2026, its #1 holding.
  • Founders Financial Alliance first reported a position in Apple in Q3 2020 and has held it in 24 quarters since.
  • 6,089 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.