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FourThought Financial Partners’s Apple AAPL Stock Holding History

FourThought Financial Partners’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 		$30M Buy
103,715
+1,012
+1% +$289K 2.32% 6
2026
Q1 		$26.1M Sell
102,703
-5,453
-5% -$1.42M 2.25% 6
2025
Q4 		$29.4M Buy
108,156
+8,656
+9% +$2.32M 2.48% 4
2025
Q3 		$25.3M Sell
99,500
-4,174
-4% -$943K 2.23% 5
2025
Q2 		$21.3M Sell
103,674
-22,046
-18% -$4.45M 2.1% 7
2025
Q1 		$27.9M Sell
125,720
-10,297
-8% -$2.39M 2.92% 2
2024
Q4 		$34.1M Sell
136,017
-2,702
-2% -$637K 3.54% 3
2024
Q3 		$32.3M Sell
138,719
-35,377
-20% -$7.9M 3.83% 2
2024
Q2 		$36.7M Sell
174,096
-3,808
-2% -$710K 4.72% 2
2024
Q1 		$30.5M Buy
177,904
+1,253
+0.7% +$228K 3.5% 2
2023
Q4 		$34M Sell
176,651
-688
-0.4% -$127K 4.26% 2
2023
Q3 		$30.4M Sell
177,339
-843
-0.5% -$155K 4.24% 2
2023
Q2 		$34.6M Sell
178,182
-15,375
-8% -$2.68M 4.54% 2
2023
Q1 		$31.9M Sell
193,557
-20,316
-9% -$3M 4.38% 2
2022
Q4 		$27.8M Buy
+213,873
New +$30.6M 4.03% 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

FourThought Financial Partners's AAPL Position: Q2 2026 in Review

FourThought Financial Partners increased its Apple (AAPL) stake by 0.99% in Q2 2026, buying an estimated $289K and bringing the position to 103,715 shares worth $30M. The position accounts for 2.32% of the portfolio, ranked #6.

FourThought Financial Partners first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. The position peaked at $36.7M in Q2 2024. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • FourThought Financial Partners held 103,715 shares of Apple worth $30M as of Q2 2026.
  • FourThought Financial Partners bought 1,012 Apple shares in Q2 2026, an estimated $289K.
  • Apple made up 2.32% of FourThought Financial Partners's portfolio in Q2 2026, its #6 holding.
  • FourThought Financial Partners first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • FourThought Financial Partners's Apple position peaked at $36.7M in Q2 2024.
  • 6,089 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on FourThought Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.