Larson Financial Group’s Apple AAPL Stock Holding History

Larson 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
2024 Q4	–	Sell	-18,000	Closed	-$1.31M	–	2765
2024 Q3	$1.31M	Buy	+18,000	New	+$4.02M	0.07%	203

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

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

Larson Financial Group reduced its Apple (AAPL) stake by 1.5% in Q2 2026, selling an estimated $1.89M and leaving 446,809 shares worth $129M. The position accounts for 3.39% of the portfolio, ranked #5.

Larson Financial Group first reported a position in AAPL in Q4 2017 and has held it in 35 quarters since. 6,136 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Larson Financial Group held 446,809 shares of Apple worth $129M as of Q2 2026.
Larson Financial Group sold 6,594 Apple shares in Q2 2026, an estimated $1.89M.
Apple made up 3.39% of Larson Financial Group's portfolio in Q2 2026, its #5 holding.
Larson Financial Group first reported a position in Apple in Q4 2017 and has held it in 35 quarters since.
6,136 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.