Northern Financial Advisors’s Apple AAPL Stock Holding History

Northern 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	$4.76M	Buy	18,747 +4,704	+33%	+$1.22M	3.47%	4
2025 Q4	$3.82M	Sell	14,043 -11,925	-46%	-$3.2M	4.36%	5
2025 Q3	$6.61M	Buy	25,968 +7,229	+39%	+$1.63M	3.47%	4
2025 Q2	$3.84M	Sell	18,739 -38	-0.2%	-$7.67K	2.89%	7
2025 Q1	$4.17M	Buy	18,777 +130	+0.7%	+$30.1K	3.44%	3
2024 Q4	$4.67M	Sell	18,647 -880	-5%	-$207K	3.73%	2
2024 Q3	$4.55M	Sell	19,527 -187	-0.9%	-$41.8K	3.45%	3
2024 Q2	$4.15M	Sell	19,714 -642	-3%	-$120K	3.33%	3
2024 Q1	$3.49M	Sell	20,356 -2,436	-11%	-$443K	2.72%	5
2023 Q4	$4.39M	Sell	22,792 -12,150	-35%	-$2.24M	3.69%	3
2023 Q3	$5.98M	Sell	34,942 -605	-2%	-$111K	5.48%	2
2023 Q2	$6.9M	Sell	35,547 -613	-2%	-$107K	6.07%	2
2023 Q1	$5.89M	Buy	+36,160	New	+$5.34M	5.55%	3

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Northern Financial Advisors increased its Apple (AAPL) stake by 33% in Q1 2026, buying an estimated $1.22M and bringing the position to 18,747 shares worth $4.76M. The position accounts for 3.47% of the portfolio, ranked #4.

Northern Financial Advisors first reported a position in AAPL in Q1 2023 and has held it in 13 quarters since. The position peaked at $6.9M in Q2 2023. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Northern Financial Advisors held 18,747 shares of Apple worth $4.76M as of Q1 2026.
Northern Financial Advisors bought 4,704 Apple shares in Q1 2026, an estimated $1.22M.
Apple made up 3.47% of Northern Financial Advisors's portfolio in Q1 2026, its #4 holding.
Northern Financial Advisors first reported a position in Apple in Q1 2023 and has held it in 13 quarters since.
Northern Financial Advisors's Apple position peaked at $6.9M in Q2 2023.
6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Northern Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.