Montgomery Financial Services’s Apple AAPL Stock Holding History

Montgomery Financial Services’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	$922K	Buy	+3,188	New	+$912K	0.8%	13

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Montgomery Financial Services's AAPL Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in Apple (AAPL) in Q2 2026: 3,188 shares worth $922K. The stake represents 0.8% of the portfolio and ranks #13 among its holdings.

5,890 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Montgomery Financial Services held 3,188 shares of Apple worth $922K as of Q2 2026.
Apple was a new Montgomery Financial Services position in Q2 2026.
Apple made up 0.8% of Montgomery Financial Services's portfolio in Q2 2026, its #13 holding.
5,890 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.