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OneAscent Family Office’s Apple AAPL Stock Holding History

OneAscent Family Office’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 		$1.77M Buy
6,117
+1,618
+36% +$463K 0.89% 19
2026
Q1 		$1.14M Buy
4,499
+470
+12% +$122K 0.8% 28
2025
Q4 		$1.1M Buy
4,029
+95
+2% +$25.5K 0.74% 29
2025
Q3 		$1M Sell
3,934
-125
-3% -$28.2K 0.81% 29
2025
Q2 		$833K Sell
4,059
-5,759
-59% -$1.16M 0.79% 32
2025
Q1 		$2.18M Buy
9,818
+7,423
+310% +$1.72M 2.03% 11
2024
Q4 		$600K Buy
+2,395
New +$564K 1.09% 15

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

OneAscent Family Office's AAPL Position: Q2 2026 in Review

OneAscent Family Office increased its Apple (AAPL) stake by 36% in Q2 2026, buying an estimated $463K and bringing the position to 6,117 shares worth $1.77M. The position accounts for 0.89% of the portfolio, ranked #19.

OneAscent Family Office first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.18M in Q1 2025. 6,135 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • OneAscent Family Office held 6,117 shares of Apple worth $1.77M as of Q2 2026.
  • OneAscent Family Office bought 1,618 Apple shares in Q2 2026, an estimated $463K.
  • Apple made up 0.89% of OneAscent Family Office's portfolio in Q2 2026, its #19 holding.
  • OneAscent Family Office first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • OneAscent Family Office's Apple position peaked at $2.18M in Q1 2025.
  • 6,135 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on OneAscent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.