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Independence Financial Advisors’s Apple AAPL Stock Holding History

Independence 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 		$658K Sell
2,274
-1,059
-32% -$303K 0.17% 35
2026
Q1 		$846K Sell
3,333
-1,999
-37% -$520K 0.25% 30
2025
Q4 		$1.45M Sell
5,332
-1,224
-19% -$329K 0.4% 27
2025
Q3 		$1.67M Sell
6,556
-44
-0.7% -$9.94K 0.51% 26
2025
Q2 		$1.35M Sell
6,600
-19
-0.3% -$3.84K 0.53% 27
2025
Q1 		$1.47M Buy
+6,619
New +$1.53M 0.56% 20

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

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

Independence Financial Advisors reduced its Apple (AAPL) stake by 32% in Q2 2026, selling an estimated $303K and leaving 2,274 shares worth $658K. The position accounts for 0.17% of the portfolio, ranked #35.

Independence Financial Advisors first reported a position in AAPL in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.67M in Q3 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Independence Financial Advisors held 2,274 shares of Apple worth $658K as of Q2 2026.
  • Independence Financial Advisors sold 1,059 Apple shares in Q2 2026, an estimated $303K.
  • Apple made up 0.17% of Independence Financial Advisors's portfolio in Q2 2026, its #35 holding.
  • Independence Financial Advisors first reported a position in Apple in Q1 2025 and has held it in 6 quarters since.
  • Independence Financial Advisors's Apple position peaked at $1.67M in Q3 2025.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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