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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
Q2 		$5.43M Buy
18,779
+32
+0.2% +$9.15K 3.59% 4
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
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

Northern Financial Advisors's AAPL Position: Q2 2026 in Review

Northern Financial Advisors increased its Apple (AAPL) stake by 0.17% in Q2 2026, buying an estimated $9.15K and bringing the position to 18,779 shares worth $5.43M. The position accounts for 3.59% of the portfolio, ranked #4.

Northern Financial Advisors first reported a position in AAPL in Q1 2023 and has held it in 14 quarters since. The position peaked at $6.9M in Q2 2023. 6,131 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Northern Financial Advisors held 18,779 shares of Apple worth $5.43M as of Q2 2026.
  • Northern Financial Advisors bought 32 Apple shares in Q2 2026, an estimated $9.15K.
  • Apple made up 3.59% of Northern Financial Advisors's portfolio in Q2 2026, its #4 holding.
  • Northern Financial Advisors first reported a position in Apple in Q1 2023 and has held it in 14 quarters since.
  • Northern Financial Advisors's Apple position peaked at $6.9M in Q2 2023.
  • 6,131 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Northern Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.