Phillip James Consulting’s Apple AAPL Stock Holding History

Phillip James Consulting’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	$1.81M	Hold	6,270	–	–	1.21%	24
2026 Q1	$1.59M	Buy	6,270 +136	+2%	+$35.4K	1.21%	23
2025 Q4	$1.51M	Buy	+6,134	New	+$1.65M	26.7%	1

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Phillip James Consulting's AAPL Position: Q2 2026 in Review

Phillip James Consulting held its Apple (AAPL) position steady in Q2 2026 at 6,270 shares worth $1.81M. The position accounts for 1.21% of the portfolio, ranked #24.

Phillip James Consulting first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. 6,088 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Phillip James Consulting held 6,270 shares of Apple worth $1.81M as of Q2 2026.
Phillip James Consulting left its Apple share count unchanged in Q2 2026.
Apple made up 1.21% of Phillip James Consulting's portfolio in Q2 2026, its #24 holding.
Phillip James Consulting first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
6,088 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Phillip James Consulting's 13F filing for Q2 2026, filed 28 Jul 2026.