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Highland Financial Advisors’s Apple AAPL Stock Holding History

Highland Financial Advisors’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 		$2.22M Buy
7,679
+141
+2% +$40.3K 0.49% 24
2026
Q1 		$1.91M Buy
7,538
+509
+7% +$132K 0.51% 24
2025
Q4 		$1.91M Buy
7,029
+192
+3% +$51.5K 0.53% 24
2025
Q3 		$1.74M Buy
6,837
+416
+6% +$94K 0.5% 26
2025
Q2 		$1.32M Buy
6,421
+100
+2% +$20.2K 0.42% 27
2025
Q1 		$1.4M Sell
6,321
-563
-8% -$130K 0.5% 25
2024
Q4 		$1.72M Buy
6,884
+663
+11% +$156K 0.6% 24
2024
Q3 		$1.45M Sell
6,221
-396
-6% -$88.4K 0.52% 25
2024
Q2 		$1.39M Buy
6,617
+680
+11% +$127K 0.52% 25
2024
Q1 		$1.02M Buy
5,937
+280
+5% +$50.9K 0.41% 26
2023
Q4 		$1.09M Sell
5,657
-295
-5% -$54.5K 0.47% 27
2023
Q3 		$1.02M Buy
5,952
+128
+2% +$23.5K 0.53% 25
2023
Q2 		$1.13M Sell
5,824
-28
-0.5% -$4.88K 0.58% 24
2023
Q1 		$965K Sell
5,852
-812
-12% -$120K 0.52% 25
2022
Q4 		$866K Buy
6,664
+842
+14% +$120K 0.51% 25
2022
Q3 		$805K Buy
5,822
+718
+14% +$113K 0.56% 27
2022
Q2 		$698K Buy
+5,104
New +$773K 0.48% 28

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

Highland Financial Advisors's AAPL Position: Q2 2026 in Review

Highland Financial Advisors increased its Apple (AAPL) stake by 1.9% in Q2 2026, buying an estimated $40.3K and bringing the position to 7,679 shares worth $2.22M. The position accounts for 0.49% of the portfolio, ranked #24.

Highland Financial Advisors first reported a position in AAPL in Q2 2022 and has held it in 17 quarters since. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Highland Financial Advisors held 7,679 shares of Apple worth $2.22M as of Q2 2026.
  • Highland Financial Advisors bought 141 Apple shares in Q2 2026, an estimated $40.3K.
  • Apple made up 0.49% of Highland Financial Advisors's portfolio in Q2 2026, its #24 holding.
  • Highland Financial Advisors first reported a position in Apple in Q2 2022 and has held it in 17 quarters since.
  • 6,089 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Highland Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.