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Foundry Financial Group’s Apple AAPL Stock Holding History

Foundry 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 		$1.32M Buy
4,575
+612
+15% +$175K 0.57% 30
2026
Q1 		$1.01M Buy
3,963
+504
+15% +$131K 0.5% 33
2025
Q4 		$940K Buy
3,459
+487
+16% +$131K 0.47% 35
2025
Q3 		$757K Sell
2,972
-347
-10% -$78.4K 0.4% 39
2025
Q2 		$681K Sell
3,319
-105
-3% -$21.2K 0.39% 39
2025
Q1 		$761K Buy
3,424
+411
+14% +$95.2K 0.47% 38
2024
Q4 		$755K Buy
3,013
+87
+3% +$20.5K 0.47% 37
2024
Q3 		$682K Sell
2,926
-4
-0.1% -$893 0.43% 39
2024
Q2 		$617K Sell
2,930
-44
-1% -$8.21K 0.43% 38
2024
Q1 		$510K Buy
2,974
+381
+15% +$69.3K 0.36% 37
2023
Q4 		$499K Buy
+2,593
New +$479K 0.42% 36

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

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

Foundry Financial Group increased its Apple (AAPL) stake by 15% in Q2 2026, buying an estimated $175K and bringing the position to 4,575 shares worth $1.32M. The position accounts for 0.57% of the portfolio, ranked #30.

Foundry Financial Group first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Foundry Financial Group held 4,575 shares of Apple worth $1.32M as of Q2 2026.
  • Foundry Financial Group bought 612 Apple shares in Q2 2026, an estimated $175K.
  • Apple made up 0.57% of Foundry Financial Group's portfolio in Q2 2026, its #30 holding.
  • Foundry Financial Group first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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