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Norris Financial Group’s Apple AAPL Stock Holding History

Norris Financial Group’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 		$9.26M Buy
32,001
+368
+1% +$105K 3.68% 7
2026
Q1 		$8.03M Buy
31,633
+102
+0.3% +$26.5K 2.62% 9
2025
Q4 		$8.57M Sell
31,531
-1,016
-3% -$273K 2.91% 7
2025
Q3 		$8.29M Sell
32,547
-592
-2% -$134K 3.03% 6
2025
Q2 		$6.8M Buy
33,139
+2,702
+9% +$546K 2.78% 8
2025
Q1 		$6.76M Sell
30,437
-1,181
-4% -$274K 3.15% 8
2024
Q4 		$7.92M Sell
31,618
-1,651
-5% -$389K 3.72% 6
2024
Q3 		$7.75M Sell
33,269
-307
-0.9% -$68.6K 3.82% 7
2024
Q2 		$7.07M Sell
33,576
-1,074
-3% -$200K 3.68% 5
2024
Q1 		$5.94M Buy
34,650
+585
+2% +$106K 3.26% 6
2023
Q4 		$6.56M Buy
34,065
+212
+0.6% +$39.1K 3.98% 5
2023
Q3 		$5.8M Buy
33,853
+722
+2% +$132K 4.02% 5
2023
Q2 		$6.43M Buy
33,131
+1,213
+4% +$211K 4.45% 8
2023
Q1 		$5.26M Sell
31,918
-159
-0.5% -$23.5K 3.86% 8
2022
Q4 		$4.17M Sell
32,077
-1,673
-5% -$239K 3.52% 10
2022
Q3 		$4.66M Buy
33,750
+874
+3% +$137K 4.27% 8
2022
Q2 		$4.49M Sell
32,876
-3,734
-10% -$565K 3.62% 11
2022
Q1 		$6.39M Sell
36,610
-5,619
-13% -$945K 3.86% 8
2021
Q4 		$7.5M Sell
42,229
-9,335
-18% -$1.48M 4.52% 5
2021
Q3 		$7.3M Buy
51,564
+10,102
+24% +$1.49M 4.82% 4
2021
Q2 		$5.68M Sell
41,462
-2,394
-5% -$310K 3.83% 7
2021
Q1 		$5.36M Buy
43,856
+1,344
+3% +$173K 3.93% 6
2020
Q4 		$5.64M Buy
42,512
+11,149
+36% +$1.34M 4.45% 5
2020
Q3 		$3.63M Sell
31,363
-7,033
-18% -$767K 3.07% 5
2020
Q2 		$3.5M Buy
38,396
+9,072
+31% +$703K 3.31% 8
2020
Q1 		$1.86M Sell
29,324
-23,356
-44% -$1.72M 2.07% 12
2019
Q4 		$3.87M Buy
+52,680
New +$3.39M 3.57% 7

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

Norris Financial Group's AAPL Position: Q2 2026 in Review

Norris Financial Group increased its Apple (AAPL) stake by 1.2% in Q2 2026, buying an estimated $105K and bringing the position to 32,001 shares worth $9.26M. The position accounts for 3.68% of the portfolio, ranked #7.

Norris Financial Group first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. 6,110 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Norris Financial Group held 32,001 shares of Apple worth $9.26M as of Q2 2026.
  • Norris Financial Group bought 368 Apple shares in Q2 2026, an estimated $105K.
  • Apple made up 3.68% of Norris Financial Group's portfolio in Q2 2026, its #7 holding.
  • Norris Financial Group first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • 6,110 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Norris Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.