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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morling Financial Advisors's AAPL Position: Q1 2026 in Review

Morling Financial Advisors increased its Apple (AAPL) stake by 2.2% in Q1 2026, buying an estimated $214K and bringing the position to 39,019 shares worth $9.9M. The position accounts for 3.04% of the portfolio, ranked #10.

Morling Financial Advisors first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $10.6M in Q4 2024. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Morling Financial Advisors held 39,019 shares of Apple worth $9.9M as of Q1 2026.
  • Morling Financial Advisors bought 824 Apple shares in Q1 2026, an estimated $214K.
  • Apple made up 3.04% of Morling Financial Advisors's portfolio in Q1 2026, its #10 holding.
  • Morling Financial Advisors first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • Morling Financial Advisors's Apple position peaked at $10.6M in Q4 2024.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Morling Financial Advisors's 13F filing for Q1 2026, filed 6 May 2026.