NFC Investments’s Apple AAPL Stock Holding History

NFC Investments’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	$417K	Hold	1,440	–	–	0.11%	38
2026 Q1	$366K	Sell	1,440 -640	-31%	-$167K	0.1%	37
2025 Q4	$566K	Hold	2,080	–	–	0.16%	33
2025 Q3	$530K	Sell	2,080 -21	-1%	-$4.74K	0.15%	33
2025 Q2	$431K	Buy	2,101 +1	+0%	+$202	0.12%	34
2025 Q1	$467K	Hold	2,100	–	–	0.14%	32
2024 Q4	$526K	Hold	2,100	–	–	0.15%	33
2024 Q3	$489K	Sell	2,100 -1,051	-33%	-$235K	0.14%	30
2024 Q2	$664K	Hold	3,151	–	–	0.19%	29
2024 Q1	$540K	Hold	3,151	–	–	0.16%	27
2023 Q4	$607K	Buy	+3,151	New	+$582K	0.19%	26
2023 Q2	$611K	Hold	3,150	–	–	0.2%	26
2023 Q1	$520K	Sell	3,150 -347	-10%	-$51.2K	0.19%	25
2022 Q4	$454K	Sell	3,497 -320	-8%	-$45.7K	0.14%	31
2022 Q3	$528K	Sell	3,817 -200	-5%	-$31.4K	0.14%	32
2022 Q2	$549K	Hold	4,017	–	–	0.15%	31
2022 Q1	$701K	Hold	4,017	–	–	0.16%	32
2021 Q4	$713K	Hold	4,017	–	–	0.15%	37
2021 Q3	$568K	Sell	4,017 -1	-0%	-$147	0.12%	40
2021 Q2	$550K	Sell	4,018 -200	-5%	-$25.9K	0.14%	37
2021 Q1	$515K	Buy	4,218 +378	+10%	+$48.5K	0.14%	36
2020 Q4	$509K	Buy	3,840 +608	+19%	+$73.1K	0.15%	34
2020 Q3	$374K	Hold	3,232	–	–	0.14%	35
2020 Q2	$295K	Hold	3,232	–	–	0.11%	38
2020 Q1	$205K	Sell	3,232 -800	-20%	-$58.8K	0.08%	38
2019 Q4	$296K	Buy	+4,032	New	+$259K	0.07%	40
2018 Q4	–	Sell	-4,552	Closed	-$257K	–	38
2018 Q3	$257K	Sell	4,552 -8,000	-64%	-$417K	0.08%	41
2018 Q2	$581K	Hold	12,552	–	–	0.21%	31
2018 Q1	$526K	Buy	12,552 +540	+4%	+$23.2K	0.19%	36
2017 Q4	$508K	Buy	12,012 +1,100	+10%	+$46K	0.17%	35
2017 Q3	$420K	Hold	10,912	–	–	0.14%	37
2017 Q2	$393K	Hold	10,912	–	–	0.14%	36
2017 Q1	$392K	Buy	10,912 +100	+0.9%	+$3.29K	0.15%	34
2016 Q4	$313K	Sell	10,812 -628	-5%	-$17.8K	0.12%	36
2016 Q3	$323K	Sell	11,440 -2,000	-15%	-$52.9K	0.14%	35
2016 Q2	$321K	Hold	13,440	–	–	0.15%	37
2016 Q1	$366K	Buy	13,440 +572	+4%	+$14.3K	0.18%	35
2015 Q4	$339K	Hold	12,868	–	–	0.17%	34
2015 Q3	$355K	Sell	12,868 -3,372	-21%	-$98.9K	0.17%	36
2015 Q2	$509K	Hold	16,240	–	–	0.22%	33
2015 Q1	$505K	Hold	16,240	–	–	0.03%	33
2014 Q4	$448K	Sell	16,240 -4,000	-20%	-$109K	0.19%	35
2014 Q3	$510K	Buy	20,240 +4,000	+25%	+$98.2K	0.23%	32
2014 Q2	$377K	Hold	16,240	–	–	0.18%	36
2014 Q1	$311K	Hold	16,240	–	–	0.16%	38
2013 Q4	$325K	Hold	16,240	–	–	0.17%	34
2013 Q3	$277K	Hold	16,240	–	–	0.15%	37
2013 Q2	$230K	Buy	+16,240	New	+$250K	0.14%	37

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

NFC Investments's AAPL Position: Q2 2026 in Review

NFC Investments held its Apple (AAPL) position steady in Q2 2026 at 1,440 shares worth $417K. The position accounts for 0.11% of the portfolio, ranked #38.

NFC Investments first reported a position in AAPL in Q2 2013 and has held it in 48 quarters since. The position peaked at $713K in Q4 2021. 6,136 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

NFC Investments held 1,440 shares of Apple worth $417K as of Q2 2026.
NFC Investments left its Apple share count unchanged in Q2 2026.
Apple made up 0.11% of NFC Investments's portfolio in Q2 2026, its #38 holding.
NFC Investments first reported a position in Apple in Q2 2013 and has held it in 48 quarters since.
NFC Investments's Apple position peaked at $713K in Q4 2021.
6,136 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on NFC Investments's 13F filing for Q2 2026, filed 13 Aug 2026.