IFS Group’s Apple AAPL Stock Holding History

IFS Group’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	$1.68M	Sell	5,815 -954	-14%	-$273K	2.31%	11
2026 Q1	$1.72M	Buy	+6,769	New	+$1.76M	1.53%	18
2025 Q3	$2.3M	Buy	+9,020	New	+$2.04M	2.03%	10

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

IFS Group's AAPL Position: Q2 2026 in Review

IFS Group reduced its Apple (AAPL) stake by 14% in Q2 2026, selling an estimated $273K and leaving 5,815 shares worth $1.68M. The position accounts for 2.31% of the portfolio, ranked #11.

IFS Group first reported a position in AAPL in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.3M in Q3 2025. 6,110 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

IFS Group held 5,815 shares of Apple worth $1.68M as of Q2 2026.
IFS Group sold 954 Apple shares in Q2 2026, an estimated $273K.
Apple made up 2.31% of IFS Group's portfolio in Q2 2026, its #11 holding.
IFS Group first reported a position in Apple in Q3 2025 and has held it in 3 quarters since.
IFS Group's Apple position peaked at $2.3M in Q3 2025.
6,110 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on IFS Group's 13F filing for Q2 2026, filed 23 Jul 2026.