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Magnolia Capital Advisors’s Apple AAPL Stock Holding History

Magnolia Capital 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 		$17.9M Buy
61,693
+1,978
+3% +$566K 3.06% 3
2026
Q1 		$15.2M Buy
59,715
+6,489
+12% +$1.69M 2.98% 3
2025
Q4 		$14.5M Buy
53,226
+2,637
+5% +$708K 3.04% 3
2025
Q3 		$12.9M Buy
50,589
+4,128
+9% +$933K 3.36% 2
2025
Q2 		$9.53M Buy
46,461
+640
+1% +$129K 2.4% 4
2025
Q1 		$10.2M Sell
45,821
-794
-2% -$184K 2.77% 5
2024
Q4 		$11.7M Buy
46,615
+37,827
+430% +$8.91M 3.02% 2
2024
Q3 		$2.05M Sell
8,788
-307
-3% -$68.6K 1.02% 21
2024
Q2 		$1.92M Buy
+9,095
New +$1.7M 1.07% 23
2024
Q1 		– Sell
-42,448
Closed -$7.98M – 93
2023
Q4 		$7.98M Buy
+42,448
New +$7.84M 5.82% 1
2023
Q3 		– Sell
-35,978
Closed -$6.98M – 66
2023
Q2 		$6.98M Sell
35,978
-996
-3% -$174K 3.5% 5
2023
Q1 		$6.1M Sell
36,974
-54
-0.1% -$7.97K 3.14% 10
2022
Q4 		$4.81M Buy
37,028
+427
+1% +$61K 3.2% 5
2022
Q3 		$5.06M Buy
36,601
+68
+0.2% +$10.7K 4.28% 3
2022
Q2 		$4.99M Sell
36,533
-5,865
-14% -$888K 4.54% 2
2022
Q1 		$7.4M Sell
42,398
-2,722
-6% -$458K 2.9% 3
2021
Q4 		$8.01M Sell
45,120
-69
-0.2% -$10.9K 2.35% 7
2021
Q3 		$6.39M Buy
45,189
+6,123
+16% +$901K 2.23% 9
2021
Q2 		$5.35M Buy
+39,066
New +$5.06M 2.37% 12
2021
Q1 		– Sell
-31,790
Closed -$4.22M – 79
2020
Q4 		$4.22M Buy
31,790
+218
+0.7% +$26.2K 2.72% 13
2020
Q3 		$3.66M Buy
31,572
+884
+3% +$96.5K 2.88% 13
2020
Q2 		$2.8M Sell
30,688
-2,812
-8% -$218K 3.6% 7
2020
Q1 		$2.13M Buy
33,500
+560
+2% +$41.2K 4.13% 4
2019
Q4 		$2.42M Buy
+32,940
New +$2.12M 2.31% 14

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

Magnolia Capital Advisors's AAPL Position: Q2 2026 in Review

Magnolia Capital Advisors increased its Apple (AAPL) stake by 3.3% in Q2 2026, buying an estimated $566K and bringing the position to 61,693 shares worth $17.9M. The position accounts for 3.06% of the portfolio, ranked #3.

Magnolia Capital Advisors first reported a position in AAPL in Q4 2019 and has held it in 24 quarters since. 6,135 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Magnolia Capital Advisors held 61,693 shares of Apple worth $17.9M as of Q2 2026.
  • Magnolia Capital Advisors bought 1,978 Apple shares in Q2 2026, an estimated $566K.
  • Apple made up 3.06% of Magnolia Capital Advisors's portfolio in Q2 2026, its #3 holding.
  • Magnolia Capital Advisors first reported a position in Apple in Q4 2019 and has held it in 24 quarters since.
  • 6,135 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Magnolia Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.