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Ipsen Advisor Group’s Apple AAPL Stock Holding History

Ipsen Advisor 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 		$2.8M Sell
9,691
-278
-3% -$79.5K 1.8% 17
2026
Q1 		$2.53M Buy
9,969
+4
+0% +$1.04K 1.77% 16
2025
Q4 		$2.71M Sell
9,965
-867
-8% -$233K 1.93% 14
2025
Q3 		$2.76M Buy
10,832
+139
+1% +$31.4K 1.98% 13
2025
Q2 		$2.19M Buy
10,693
+4,053
+61% +$819K 1.67% 14
2025
Q1 		$1.47M Buy
6,640
+283
+4% +$65.6K 1.27% 19
2024
Q4 		$1.59M Buy
+6,357
New +$1.5M 1.36% 18
2022
Q4 		$899K Buy
+6,916
New +$988K 1.04% 22

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

Ipsen Advisor Group's AAPL Position: Q2 2026 in Review

Ipsen Advisor Group reduced its Apple (AAPL) stake by 2.8% in Q2 2026, selling an estimated $79.5K and leaving 9,691 shares worth $2.8M. The position accounts for 1.8% of the portfolio, ranked #17.

Ipsen Advisor Group first reported a position in AAPL in Q4 2022 and has held it in 8 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Ipsen Advisor Group held 9,691 shares of Apple worth $2.8M as of Q2 2026.
  • Ipsen Advisor Group sold 278 Apple shares in Q2 2026, an estimated $79.5K.
  • Apple made up 1.8% of Ipsen Advisor Group's portfolio in Q2 2026, its #17 holding.
  • Ipsen Advisor Group first reported a position in Apple in Q4 2022 and has held it in 8 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Ipsen Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.