Index Fund Advisors
AAPL icon

Index Fund Advisors’s Apple AAPL Stock Holding History

Index Fund 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 		$7.19M Buy
24,832
+3,120
+14% +$892K 0.29% 26
2026
Q1 		$5.51M Sell
21,712
-116
-0.5% -$30.2K 0.25% 28
2025
Q4 		$5.93M Sell
21,828
-2,042
-9% -$548K 0.28% 26
2025
Q3 		$6.08M Buy
23,870
+8,515
+55% +$1.92M 0.29% 22
2025
Q2 		$3.15M Sell
15,355
-226
-1% -$45.6K 0.18% 28
2025
Q1 		$3.46M Sell
15,581
-45,957
-75% -$10.6M 0.21% 18
2024
Q4 		$15.4M Sell
61,538
-1,870
-3% -$441K 0.83% 9
2024
Q3 		$14.8M Sell
63,408
-247
-0.4% -$55.2K 0.78% 10
2024
Q2 		$13.4M Buy
63,655
+3,633
+6% +$678K 0.76% 10
2024
Q1 		$10.3M Buy
60,022
+271
+0.5% +$49.3K 0.57% 10
2023
Q4 		$11.5M Sell
59,751
-3,562
-6% -$658K 0.68% 10
2023
Q3 		$10.8M Buy
63,313
+3,078
+5% +$564K 0.72% 8
2023
Q2 		$11.7M Sell
60,235
-24
-0% -$4.18K 0.76% 8
2023
Q1 		$9.94M Sell
60,259
-513
-0.8% -$75.7K 0.68% 8
2022
Q4 		$7.9M Sell
60,772
-32,226
-35% -$4.61M 0.56% 8
2022
Q3 		$12.9M Sell
92,998
-372
-0.4% -$58.4K 1% 7
2022
Q2 		$12.8M Buy
93,370
+2,791
+3% +$423K 0.97% 7
2022
Q1 		$15.8M Sell
90,579
-4,147
-4% -$697K 1.18% 6
2021
Q4 		$16.8M Buy
+94,726
New +$15M 1.2% 6

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 $3.38T AUM 44.17% 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

Index Fund Advisors's AAPL Position: Q2 2026 in Review

Index Fund Advisors increased its Apple (AAPL) stake by 14% in Q2 2026, buying an estimated $892K and bringing the position to 24,832 shares worth $7.19M. The position accounts for 0.29% of the portfolio, ranked #26.

Index Fund Advisors first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. The position peaked at $16.8M in Q4 2021. 6,153 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Index Fund Advisors held 24,832 shares of Apple worth $7.19M as of Q2 2026.
  • Index Fund Advisors bought 3,120 Apple shares in Q2 2026, an estimated $892K.
  • Apple made up 0.29% of Index Fund Advisors's portfolio in Q2 2026, its #26 holding.
  • Index Fund Advisors first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • Index Fund Advisors's Apple position peaked at $16.8M in Q4 2021.
  • 6,153 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Index Fund Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.