Investor's Fiduciary Advisor Network’s Apple AAPL Stock Holding History

Investor's Fiduciary Advisor Network’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	$13.3M	Sell	46,099 -11,629	-20%	-$3.33M	4.53%	1
2026 Q1	$14.7M	Sell	57,728 -4,624	-7%	-$1.2M	4.49%	1
2025 Q4	$17M	Buy	62,352 +2,749	+5%	+$738K	3.64%	3
2025 Q3	$15.2M	Sell	59,603 -381	-0.6%	-$86.1K	5.14%	2
2025 Q2	$12.3M	Buy	59,984 +10,321	+21%	+$2.08M	4.57%	3
2025 Q1	$11M	Sell	49,663 -11,878	-19%	-$2.75M	5.2%	2
2024 Q4	$15.4M	Buy	+61,541	New	+$14.5M	5.9%	2

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

Investor's Fiduciary Advisor Network's AAPL Position: Q2 2026 in Review

Investor's Fiduciary Advisor Network reduced its Apple (AAPL) stake by 20% in Q2 2026, selling an estimated $3.33M and leaving 46,099 shares worth $13.3M. The position accounts for 4.53% of the portfolio, ranked #1.

Investor's Fiduciary Advisor Network first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $17M in Q4 2025. 6,095 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Investor's Fiduciary Advisor Network held 46,099 shares of Apple worth $13.3M as of Q2 2026.
Investor's Fiduciary Advisor Network sold 11,629 Apple shares in Q2 2026, an estimated $3.33M.
Apple made up 4.53% of Investor's Fiduciary Advisor Network's portfolio in Q2 2026, its #1 holding.
Investor's Fiduciary Advisor Network first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
Investor's Fiduciary Advisor Network's Apple position peaked at $17M in Q4 2025.
6,095 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q2 2026, filed 13 Aug 2026.