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Phillips Financial Management’s Apple AAPL Stock Holding History

Phillips Financial Management’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 		$6.04M Sell
20,863
-625
-3% -$179K 0.44% 40
2026
Q1 		$5.45M Sell
21,488
-1,304
-6% -$339K 0.4% 46
2025
Q4 		$6.2M Sell
22,792
-1,620
-7% -$435K 0.4% 45
2025
Q3 		$6.22M Buy
24,412
+2,317
+10% +$523K 0.41% 45
2025
Q2 		$4.53M Buy
22,095
+237
+1% +$47.9K 0.33% 54
2025
Q1 		$4.86M Buy
21,858
+265
+1% +$61.4K 0.38% 53
2024
Q4 		$5.41M Buy
21,593
+425
+2% +$100K 0.43% 47
2024
Q3 		$4.93M Buy
21,168
+82
+0.4% +$18.3K 0.38% 53
2024
Q2 		$4.44M Buy
21,086
+1,164
+6% +$217K 0.37% 56
2024
Q1 		$3.42M Sell
19,922
-1,109
-5% -$202K 0.28% 61
2023
Q4 		$4.05M Buy
21,031
+875
+4% +$162K 0.35% 56
2023
Q3 		$3.45M Buy
20,156
+10,962
+119% +$2.01M 0.33% 60
2023
Q2 		$1.78M Buy
9,194
+535
+6% +$93.2K 0.17% 83
2023
Q1 		$1.43M Sell
8,659
-399
-4% -$58.9K 0.14% 84
2022
Q4 		$1.18M Buy
9,058
+2,178
+32% +$311K 0.12% 87
2022
Q3 		$951K Buy
+6,880
New +$1.08M 0.1% 89
2022
Q2 		– Sell
-8,468
Closed -$1.48M – 105
2022
Q1 		$1.48M Buy
+8,468
New +$1.42M 0.14% 72

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

Phillips Financial Management's AAPL Position: Q2 2026 in Review

Phillips Financial Management reduced its Apple (AAPL) stake by 2.9% in Q2 2026, selling an estimated $179K and leaving 20,863 shares worth $6.04M. The position accounts for 0.44% of the portfolio, ranked #40.

Phillips Financial Management first reported a position in AAPL in Q1 2022 and has held it in 17 quarters since. The position peaked at $6.22M in Q3 2025. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Phillips Financial Management held 20,863 shares of Apple worth $6.04M as of Q2 2026.
  • Phillips Financial Management sold 625 Apple shares in Q2 2026, an estimated $179K.
  • Apple made up 0.44% of Phillips Financial Management's portfolio in Q2 2026, its #40 holding.
  • Phillips Financial Management first reported a position in Apple in Q1 2022 and has held it in 17 quarters since.
  • Phillips Financial Management's Apple position peaked at $6.22M in Q3 2025.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.