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Independent Financial Group’s Apple AAPL Stock Holding History

Independent Financial 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 		$142M Sell
489,353
-2,734
-0.6% -$782K 2.65% 3
2026
Q1 		$125M Sell
492,087
-5,344
-1% -$1.39M 2.8% 2
2025
Q4 		$135M Buy
497,431
+18,751
+4% +$5.03M 3.02% 2
2025
Q3 		$122M Buy
478,680
+5,910
+1% +$1.34M 2.93% 2
2025
Q2 		$97M Sell
472,770
-558
-0.1% -$113K 2.67% 2
2025
Q1 		$105M Buy
473,328
+10,421
+2% +$2.41M 3.61% 2
2024
Q4 		$116M Buy
462,907
+7,590
+2% +$1.79M 3.85% 2
2024
Q3 		$106M Sell
455,317
-4,059
-0.9% -$906K 3.9% 2
2024
Q2 		$96.8M Buy
459,376
+27,933
+6% +$5.21M 3.88% 2
2024
Q1 		$74M Buy
431,443
+17,188
+4% +$3.13M 3.4% 2
2023
Q4 		$79.8M Buy
414,255
+31,944
+8% +$5.9M 4.26% 2
2023
Q3 		$65.5M Buy
382,311
+7,751
+2% +$1.42M 4.26% 2
2023
Q2 		$72.7M Buy
374,560
+9,286
+3% +$1.62M 5.01% 1
2023
Q1 		$60.2M Buy
365,274
+44,104
+14% +$6.51M 4.82% 1
2022
Q4 		$41.7M Buy
321,170
+5,674
+2% +$811K 3.59% 4
2022
Q3 		$43.6M Sell
315,496
-10,323
-3% -$1.62M 3.95% 3
2022
Q2 		$44.5M Sell
325,819
-5,698
-2% -$863K 4.76% 1
2022
Q1 		$57.9M Buy
331,517
+1,204
+0.4% +$202K 4.71% 1
2021
Q4 		$58.7M Buy
330,313
+13,432
+4% +$2.12M 4.85% 1
2021
Q3 		$44.8M Buy
316,881
+20,381
+7% +$3M 4.58% 1
2021
Q2 		$40.6M Buy
296,500
+24,001
+9% +$3.11M 4.3% 1
2021
Q1 		$33.3M Buy
272,499
+4,165
+2% +$535K 4.31% 1
2020
Q4 		$35.6M Buy
268,334
+25,945
+11% +$3.12M 5.25% 1
2020
Q3 		$28.1M Buy
242,389
+20,369
+9% +$2.22M 5.28% 1
2020
Q2 		$20.2M Buy
222,020
+3,180
+1% +$246K 4.45% 2
2020
Q1 		$13.9M Buy
+218,840
New +$16.1M 4.09% 2

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Independent Financial Group's AAPL Position: Q2 2026 in Review

Independent Financial Group reduced its Apple (AAPL) stake by 0.56% in Q2 2026, selling an estimated $782K and leaving 489,353 shares worth $142M. The position accounts for 2.65% of the portfolio, ranked #3.

Independent Financial Group first reported a position in AAPL in Q1 2020 and has held it in 26 quarters since. 5,890 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Independent Financial Group held 489,353 shares of Apple worth $142M as of Q2 2026.
  • Independent Financial Group sold 2,734 Apple shares in Q2 2026, an estimated $782K.
  • Apple made up 2.65% of Independent Financial Group's portfolio in Q2 2026, its #3 holding.
  • Independent Financial Group first reported a position in Apple in Q1 2020 and has held it in 26 quarters since.
  • 5,890 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.