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Heffernan Advisory’s Apple AAPL Stock Holding History

Heffernan Advisory’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 		$403K Buy
+1,392
New +$398K 0.34% 23

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

Heffernan Advisory's AAPL Position: Q2 2026 in Review

Heffernan Advisory opened a new position in Apple (AAPL) in Q2 2026: 1,392 shares worth $403K. The stake represents 0.34% of the portfolio and ranks #23 among its holdings.

6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Heffernan Advisory held 1,392 shares of Apple worth $403K as of Q2 2026.
  • Apple was a new Heffernan Advisory position in Q2 2026.
  • Apple made up 0.34% of Heffernan Advisory's portfolio in Q2 2026, its #23 holding.
  • 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Heffernan Advisory's 13F filing for Q2 2026, filed 21 Jul 2026.