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Novak & Powell Financial Services’s Apple AAPL Stock Holding History

Novak & Powell Financial Services’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 		$11.2M Sell
38,819
-172
-0.4% -$49.2K 5.29% 3
2026
Q1 		$9.9M Sell
38,991
-882
-2% -$230K 5.33% 3
2025
Q4 		$10.8M Sell
39,873
-72
-0.2% -$19.3K 5.65% 3
2025
Q3 		$10.2M Buy
39,945
+876
+2% +$198K 5.35% 3
2025
Q2 		$8.02M Sell
39,069
-137
-0.3% -$27.7K 5.56% 4
2025
Q1 		$8.71M Sell
39,206
-376
-0.9% -$87.1K 5.42% 3
2024
Q4 		$9.91M Buy
39,582
+66
+0.2% +$15.6K 5.9% 3
2024
Q3 		$9.21M Sell
39,516
-1,701
-4% -$380K 5.34% 3
2024
Q2 		$8.68M Buy
41,217
+69
+0.2% +$12.9K 5.39% 2
2024
Q1 		$6.86M Sell
41,148
-248
-0.6% -$45.1K 5.13% 4
2023
Q4 		$7.96M Buy
+41,396
New +$7.64M 5.31% 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

Novak & Powell Financial Services's AAPL Position: Q2 2026 in Review

Novak & Powell Financial Services reduced its Apple (AAPL) stake by 0.44% in Q2 2026, selling an estimated $49.2K and leaving 38,819 shares worth $11.2M. The position accounts for 5.29% of the portfolio, ranked #3.

Novak & Powell Financial Services first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 6,133 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Novak & Powell Financial Services held 38,819 shares of Apple worth $11.2M as of Q2 2026.
  • Novak & Powell Financial Services sold 172 Apple shares in Q2 2026, an estimated $49.2K.
  • Apple made up 5.29% of Novak & Powell Financial Services's portfolio in Q2 2026, its #3 holding.
  • Novak & Powell Financial Services first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • 6,133 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Novak & Powell Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.