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Northeast Financial Group’s Apple AAPL Stock Holding History

Northeast 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
Q1 		$1.85M Hold
7,300
– – 0.46% 36
2025
Q4 		$1.98M Buy
+7,300
New +$1.96M 0.45% 36
2025
Q3 		– Sell
-2,400
Closed -$492K – 85
2025
Q2 		$492K Buy
2,400
+1,000
+71% +$202K 0.14% 59
2025
Q1 		$311K Hold
1,400
– – 0.11% 71
2024
Q4 		$351K Buy
1,400
+700
+100% +$165K 0.13% 61
2024
Q3 		$163K Hold
700
– – 0.06% 83
2024
Q2 		$147K Hold
700
– – 0.06% 74
2024
Q1 		$120K Buy
+700
New +$127K 0.05% 73

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

Northeast Financial Group's AAPL Position: Q1 2026 in Review

Northeast Financial Group reduced its Apple (AAPL) stake by 8.7% in Q1 2026, selling an estimated $270K and leaving 10,863 shares worth $2.76M. The position accounts for 0.68% of the portfolio, ranked #34.

Northeast Financial Group first reported a position in AAPL in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.98M in Q3 2025. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Northeast Financial Group held 10,863 shares of Apple worth $2.76M as of Q1 2026.
  • Northeast Financial Group sold 1,039 Apple shares in Q1 2026, an estimated $270K.
  • Apple made up 0.68% of Northeast Financial Group's portfolio in Q1 2026, its #34 holding.
  • Northeast Financial Group first reported a position in Apple in Q4 2020 and has held it in 22 quarters since.
  • Northeast Financial Group's Apple position peaked at $4.98M in Q3 2025.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Northeast Financial Group's 13F filing for Q1 2026, filed 15 May 2026.