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Freedom Financial Partners’s Apple AAPL Stock Holding History

Freedom 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 		$13.6M Sell
47,114
-9,153
-16% -$2.62M 4.44% 6
2026
Q1 		$14.3M Sell
56,267
-777
-1% -$202K 5.09% 5
2025
Q4 		$15.5M Sell
57,044
-981
-2% -$263K 5.64% 4
2025
Q3 		$14.8M Sell
58,025
-1,475
-2% -$333K 5.63% 4
2025
Q2 		$12.2M Sell
59,500
-972
-2% -$196K 5.15% 5
2025
Q1 		$13.4M Sell
60,472
-473
-0.8% -$110K 6.25% 5
2024
Q4 		$15.3M Buy
+60,945
New +$14.4M 7.36% 3

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

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

Freedom Financial Partners reduced its Apple (AAPL) stake by 16% in Q2 2026, selling an estimated $2.62M and leaving 47,114 shares worth $13.6M. The position accounts for 4.44% of the portfolio, ranked #6.

Freedom Financial Partners first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $15.5M in Q4 2025. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Freedom Financial Partners held 47,114 shares of Apple worth $13.6M as of Q2 2026.
  • Freedom Financial Partners sold 9,153 Apple shares in Q2 2026, an estimated $2.62M.
  • Apple made up 4.44% of Freedom Financial Partners's portfolio in Q2 2026, its #6 holding.
  • Freedom Financial Partners first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • Freedom Financial Partners's Apple position peaked at $15.5M in Q4 2025.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Freedom Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.