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IFC & Insurance Marketing’s Apple AAPL Stock Holding History

IFC & Insurance Marketing’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 		$1.35M Sell
4,657
-801
-15% -$229K 1.19% 21
2026
Q1 		$1.39M Buy
5,458
+1,197
+28% +$312K 1.45% 20
2025
Q4 		$1.16M Buy
+4,261
New +$1.14M 1.15% 15

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

IFC & Insurance Marketing's AAPL Position: Q2 2026 in Review

IFC & Insurance Marketing reduced its Apple (AAPL) stake by 15% in Q2 2026, selling an estimated $229K and leaving 4,657 shares worth $1.35M. The position accounts for 1.19% of the portfolio, ranked #21.

IFC & Insurance Marketing first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.39M in Q1 2026. 6,096 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • IFC & Insurance Marketing held 4,657 shares of Apple worth $1.35M as of Q2 2026.
  • IFC & Insurance Marketing sold 801 Apple shares in Q2 2026, an estimated $229K.
  • Apple made up 1.19% of IFC & Insurance Marketing's portfolio in Q2 2026, its #21 holding.
  • IFC & Insurance Marketing first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
  • IFC & Insurance Marketing's Apple position peaked at $1.39M in Q1 2026.
  • 6,096 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on IFC & Insurance Marketing's 13F filing for Q2 2026, filed 9 Jul 2026.