IFO
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Independent Family Office’s Apple AAPL Stock Holding History

Independent Family Office’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 		$2.59M Hold
8,957
– – 1.04% 17
2026
Q1 		$2.27M Buy
8,957
+1,324
+17% +$345K 0.94% 18
2025
Q4 		$2.08M Buy
7,633
+110
+1% +$29.5K 0.87% 19
2025
Q3 		$1.92M Sell
7,523
-334
-4% -$75.5K 0.81% 22
2025
Q2 		$1.61M Buy
7,857
+1,533
+24% +$310K 0.75% 23
2025
Q1 		$1.4M Hold
6,324
– – 0.74% 25
2024
Q4 		$1.53M Sell
6,324
-500
-7% -$118K 0.79% 24
2024
Q3 		$1.56M Buy
6,824
+1,796
+36% +$401K 0.78% 22
2024
Q2 		$1.08M Sell
5,028
-1,501
-23% -$280K 0.61% 30
2024
Q1 		$1.12M Buy
6,529
+244
+4% +$44.4K 0.6% 30
2023
Q4 		$1.21M Buy
6,285
+280
+5% +$51.7K 0.68% 29
2023
Q3 		$1.03M Buy
6,005
+545
+10% +$99.9K 0.64% 30
2023
Q2 		$1.06M Hold
5,460
– – 0.64% 30
2023
Q1 		$900K Hold
5,460
– – 0.52% 35
2022
Q4 		$709K Sell
5,460
-5
-0.1% -$715 0.43% 39
2022
Q3 		$755K Sell
5,465
-280
-5% -$43.9K 0.37% 38
2022
Q2 		$785K Buy
5,745
+285
+5% +$43.2K 0.39% 35
2022
Q1 		$953K Sell
5,460
-225
-4% -$37.8K 0.31% 34
2021
Q4 		$1.01M Buy
5,685
+730
+15% +$115K 0.38% 26
2021
Q3 		$703K Sell
4,955
-750
-13% -$110K 0.29% 28
2021
Q2 		$781K Buy
5,705
+1,278
+29% +$166K 0.3% 28
2021
Q1 		$697K Sell
4,427
-1,278
-22% -$164K 0.27% 30
2020
Q4 		$757K Buy
5,705
+365
+7% +$43.9K 0.32% 30
2020
Q3 		$618K Sell
5,340
-400
-7% -$43.6K 0.29% 30
2020
Q2 		$524K Buy
5,740
+160
+3% +$12.4K 0.27% 32
2020
Q1 		$355K Buy
5,580
+400
+8% +$29.4K 0.22% 38
2019
Q4 		$380K Buy
+5,180
New +$333K 0.24% 36

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

Independent Family Office's AAPL Position: Q2 2026 in Review

Independent Family Office held its Apple (AAPL) position steady in Q2 2026 at 8,957 shares worth $2.59M. The position accounts for 1.04% of the portfolio, ranked #17.

Independent Family Office first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. 6,137 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Independent Family Office held 8,957 shares of Apple worth $2.59M as of Q2 2026.
  • Independent Family Office left its Apple share count unchanged in Q2 2026.
  • Apple made up 1.04% of Independent Family Office's portfolio in Q2 2026, its #17 holding.
  • Independent Family Office first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • 6,137 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Independent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.