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Morris Financial Concepts’s Apple AAPL Stock Holding History

Morris Financial Concepts’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 		$2.55M Buy
8,827
+186
+2% +$53.2K 0.78% 27
2026
Q1 		$2.19M Buy
8,641
+768
+10% +$200K 0.74% 27
2025
Q4 		$2.14M Buy
7,873
+68
+0.9% +$18.3K 0.75% 25
2025
Q3 		$1.99M Buy
7,805
+72
+0.9% +$16.3K 0.72% 24
2025
Q2 		$1.59M Sell
7,733
-13
-0.2% -$2.63K 0.63% 28
2025
Q1 		$1.72M Sell
7,746
-42
-0.5% -$9.73K 0.72% 26
2024
Q4 		$1.95M Buy
7,788
+162
+2% +$38.2K 0.84% 18
2024
Q3 		$1.78M Buy
7,626
+684
+10% +$153K 0.76% 23
2024
Q2 		$1.46M Buy
6,942
+204
+3% +$38K 0.7% 26
2024
Q1 		$1.16M Sell
6,738
-8
-0.1% -$1.46K 0.59% 30
2023
Q4 		$1.3M Buy
6,746
+162
+2% +$29.9K 0.74% 28
2023
Q3 		$1.13M Sell
6,584
-62
-0.9% -$11.4K 0.75% 28
2023
Q2 		$1.29M Sell
6,646
-71
-1% -$12.4K 0.83% 25
2023
Q1 		$1.11M Sell
6,717
-29
-0.4% -$4.28K 0.78% 26
2022
Q4 		$876K Sell
6,746
-457
-6% -$65.3K 0.71% 29
2022
Q3 		$995K Sell
7,203
-200
-3% -$31.4K 1.03% 21
2022
Q2 		$1.01M Sell
7,403
-1
-0% -$151 0.96% 21
2022
Q1 		$1.29M Buy
7,404
+112
+2% +$18.8K 1.08% 20
2021
Q4 		$1.29M Buy
+7,292
New +$1.15M 1.08% 20

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

Morris Financial Concepts's AAPL Position: Q2 2026 in Review

Morris Financial Concepts increased its Apple (AAPL) stake by 2.2% in Q2 2026, buying an estimated $53.2K and bringing the position to 8,827 shares worth $2.55M. The position accounts for 0.78% of the portfolio, ranked #27.

Morris Financial Concepts first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Morris Financial Concepts held 8,827 shares of Apple worth $2.55M as of Q2 2026.
  • Morris Financial Concepts bought 186 Apple shares in Q2 2026, an estimated $53.2K.
  • Apple made up 0.78% of Morris Financial Concepts's portfolio in Q2 2026, its #27 holding.
  • Morris Financial Concepts first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 6,089 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.