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Francis Financial’s Apple AAPL Stock Holding History

Francis 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 		$7.02M Buy
24,265
+1,831
+8% +$524K 1.15% 21
2026
Q1 		$5.69M Sell
22,434
-105
-0.5% -$27.3K 1.06% 21
2025
Q4 		$6.13M Buy
22,539
+2,625
+13% +$705K 1.2% 18
2025
Q3 		$6.78M Buy
19,914
+2,178
+12% +$492K 1.2% 19
2025
Q2 		$3.64M Buy
17,736
+183
+1% +$37K 0.84% 21
2025
Q1 		$3.9M Sell
17,553
-6,328
-26% -$1.47M 0.95% 19
2024
Q4 		$4.48M Buy
23,881
+5,329
+29% +$1.26M 1.13% 17
2024
Q3 		$4.32M Buy
18,552
+1,298
+8% +$290K 1.14% 17
2024
Q2 		$3.63M Buy
17,254
+1,352
+9% +$252K 1.1% 18
2024
Q1 		$2.73M Buy
15,902
+975
+7% +$177K 0.88% 17
2023
Q4 		$2.87M Buy
14,927
+1,007
+7% +$186K 1.23% 13
2023
Q3 		$2.38M Buy
13,920
+191
+1% +$35K 1.24% 14
2023
Q2 		$2.66M Sell
13,729
-197
-1% -$34.3K 1.44% 13
2023
Q1 		$2.3M Buy
13,926
+1,755
+14% +$259K 1.56% 12
2022
Q4 		$1.58M Buy
12,171
+200
+2% +$28.6K 1.47% 8
2022
Q3 		$1.65M Sell
11,971
-40
-0.3% -$6.28K 1.69% 8
2022
Q2 		$1.84M Buy
+12,011
New +$1.82M 1.63% 8
2018
Q1 		$356K Sell
8,484
-1,944
-19% -$83.7K 0.82% 12
2017
Q4 		$441K Buy
+10,428
New +$436K 0.95% 12

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

Francis Financial's AAPL Position: Q2 2026 in Review

Francis Financial increased its Apple (AAPL) stake by 8.2% in Q2 2026, buying an estimated $524K and bringing the position to 24,265 shares worth $7.02M. The position accounts for 1.15% of the portfolio, ranked #21.

Francis Financial first reported a position in AAPL in Q4 2017 and has held it in 19 quarters since. 6,131 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Francis Financial held 24,265 shares of Apple worth $7.02M as of Q2 2026.
  • Francis Financial bought 1,831 Apple shares in Q2 2026, an estimated $524K.
  • Apple made up 1.15% of Francis Financial's portfolio in Q2 2026, its #21 holding.
  • Francis Financial first reported a position in Apple in Q4 2017 and has held it in 19 quarters since.
  • 6,131 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Francis Financial's 13F filing for Q2 2026, filed 10 Aug 2026.