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Morling Financial Advisors’s Apple AAPL Stock Holding History

Morling Financial 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 		$11.2M Sell
38,576
-443
-1% -$127K 3.1% 10
2026
Q1 		$9.9M Buy
39,019
+824
+2% +$214K 3.04% 10
2025
Q4 		$10.4M Sell
38,195
-2,566
-6% -$689K 3.26% 10
2025
Q3 		$10.4M Sell
40,761
-957
-2% -$216K 3.43% 10
2025
Q2 		$8.56M Sell
41,718
-5,211
-11% -$1.05M 2.8% 11
2025
Q1 		$10.4M Buy
46,929
+4,646
+11% +$1.08M 3.59% 10
2024
Q4 		$10.6M Sell
42,283
-822
-2% -$194K 3.69% 10
2024
Q3 		$10M Sell
43,105
-845
-2% -$189K 3.83% 9
2024
Q2 		$9.26M Buy
43,950
+356
+0.8% +$66.4K 4.03% 9
2024
Q1 		$7.48M Sell
43,594
-721
-2% -$131K 4.28% 7
2023
Q4 		$8.53M Sell
44,315
-143
-0.3% -$26.4K 6.88% 5
2023
Q3 		$7.61M Sell
44,458
-286
-0.6% -$52.4K 7.54% 4
2023
Q2 		$8.68M Buy
44,744
+4,400
+11% +$767K 8.34% 2
2023
Q1 		$6.65M Buy
40,344
+1,224
+3% +$181K 7.17% 3
2022
Q4 		$5.08M Buy
39,120
+2
+0% +$286 6.48% 4
2022
Q3 		$5.41M Sell
39,118
-90
-0.2% -$14.1K 7.36% 5
2022
Q2 		$5.36M Sell
39,208
-387
-1% -$58.6K 7% 4
2022
Q1 		$6.91M Buy
39,595
+20
+0.1% +$3.36K 8.74% 4
2021
Q4 		$7.03M Buy
+39,575
New +$6.25M 6.72% 5

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

Morling Financial Advisors's AAPL Position: Q2 2026 in Review

Morling Financial Advisors reduced its Apple (AAPL) stake by 1.1% in Q2 2026, selling an estimated $127K and leaving 38,576 shares worth $11.2M. The position accounts for 3.1% of the portfolio, ranked #10.

Morling Financial Advisors first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Morling Financial Advisors held 38,576 shares of Apple worth $11.2M as of Q2 2026.
  • Morling Financial Advisors sold 443 Apple shares in Q2 2026, an estimated $127K.
  • Apple made up 3.1% of Morling Financial Advisors's portfolio in Q2 2026, its #10 holding.
  • Morling Financial Advisors first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Morling Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.