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Halter Ferguson Financial’s Apple AAPL Stock Holding History

Halter Ferguson 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 		$3.49M Sell
12,060
-460
-4% -$132K 0.57% 16
2026
Q1 		$3.18M Sell
12,520
-1,846
-13% -$480K 0.7% 15
2025
Q4 		$3.91M Buy
14,366
+2,454
+21% +$659K 0.86% 15
2025
Q3 		$3.03M Sell
11,912
-394
-3% -$89K 0.69% 13
2025
Q2 		$2.52M Buy
12,306
+399
+3% +$80.6K 0.88% 12
2025
Q1 		$2.64M Sell
11,907
-1,092
-8% -$253K 1.35% 11
2024
Q4 		$3.26M Buy
12,999
+328
+3% +$77.3K 1.33% 12
2024
Q3 		$2.95M Buy
12,671
+150
+1% +$33.5K 1.57% 11
2024
Q2 		$2.64M Buy
12,521
+357
+3% +$66.6K 1.87% 12
2024
Q1 		$2.09M Sell
12,164
-1,703
-12% -$310K 1.62% 13
2023
Q4 		$2.67M Buy
+13,867
New +$2.56M 1.7% 13

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

Halter Ferguson Financial's AAPL Position: Q2 2026 in Review

Halter Ferguson Financial reduced its Apple (AAPL) stake by 3.7% in Q2 2026, selling an estimated $132K and leaving 12,060 shares worth $3.49M. The position accounts for 0.57% of the portfolio, ranked #16.

Halter Ferguson Financial first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.91M in Q4 2025. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Halter Ferguson Financial held 12,060 shares of Apple worth $3.49M as of Q2 2026.
  • Halter Ferguson Financial sold 460 Apple shares in Q2 2026, an estimated $132K.
  • Apple made up 0.57% of Halter Ferguson Financial's portfolio in Q2 2026, its #16 holding.
  • Halter Ferguson Financial first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • Halter Ferguson Financial's Apple position peaked at $3.91M in Q4 2025.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Halter Ferguson Financial's 13F filing for Q2 2026, filed 3 Aug 2026.