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Northwest Financial Advisors’s Apple AAPL Stock Holding History

Northwest 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 		$447K Sell
1,546
-12
-0.8% -$3.43K 0.06% 50
2026
Q1 		$395K Sell
1,558
-1,006
-39% -$262K 0.76% 40
2025
Q4 		$697K Sell
2,564
-14,595
-85% -$3.92M 1.43% 17
2025
Q3 		$4.37M Sell
17,159
-1,479
-8% -$334K 5.61% 2
2025
Q2 		$3.82M Sell
18,638
-45,672
-71% -$9.22M 5.34% 2
2025
Q1 		$14.3M Sell
64,310
-275
-0.4% -$63.7K 11.85% 1
2024
Q4 		$16.2M Sell
64,585
-1,537
-2% -$362K 13.36% 1
2024
Q3 		$15.4M Buy
66,122
+558
+0.9% +$125K 12.26% 1
2024
Q2 		$13.8M Sell
65,564
-1,583
-2% -$295K 14.04% 1
2024
Q1 		$11.5M Sell
67,147
-7,382
-10% -$1.34M 12.64% 1
2023
Q4 		$14.3M Buy
+74,529
New +$13.8M 12.19% 2

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

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

Northwest Financial Advisors reduced its Apple (AAPL) stake by 0.77% in Q2 2026, selling an estimated $3.43K and leaving 1,546 shares worth $447K. The position accounts for 0.06% of the portfolio, ranked #50.

Northwest Financial Advisors first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. The position peaked at $16.2M in Q4 2024. 6,133 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Northwest Financial Advisors held 1,546 shares of Apple worth $447K as of Q2 2026.
  • Northwest Financial Advisors sold 12 Apple shares in Q2 2026, an estimated $3.43K.
  • Apple made up 0.06% of Northwest Financial Advisors's portfolio in Q2 2026, its #50 holding.
  • Northwest Financial Advisors first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • Northwest Financial Advisors's Apple position peaked at $16.2M in Q4 2024.
  • 6,133 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Northwest Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.