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Phoenix Financial’s Apple AAPL Stock Holding History

Phoenix Financial’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
2024
Q4 		– Sell
-54,700
Closed -$12.7K – 364
2024
Q3 		$12.7K Buy
54,700
+700
+1% +$156K ﹤0.01% 358
2024
Q2 		$11.4K Buy
54,000
+14,800
+38% +$2.76M ﹤0.01% 344
2024
Q1 		$6.72K Buy
39,200
+3,800
+11% +$691K ﹤0.01% 409
2023
Q4 		$6.82K Buy
35,400
+9,800
+38% +$1.81M ﹤0.01% 329
2023
Q3 		$4.38M Buy
+25,600
New +$4.69M 0.08% 115

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

Phoenix Financial's AAPL Position: Q2 2026 in Review

Phoenix Financial reduced its Apple (AAPL) stake by 11% in Q2 2026, selling an estimated $23.5M and leaving 695,043 shares worth $201M. The position accounts for 1.37% of the portfolio, ranked #19.

Phoenix Financial first reported a position in AAPL in Q2 2020 and has held it in 23 quarters since. The position peaked at $226M in Q4 2025. 6,135 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Phoenix Financial held 695,043 shares of Apple worth $201M as of Q2 2026.
  • Phoenix Financial sold 82,301 Apple shares in Q2 2026, an estimated $23.5M.
  • Apple made up 1.37% of Phoenix Financial's portfolio in Q2 2026, its #19 holding.
  • Phoenix Financial first reported a position in Apple in Q2 2020 and has held it in 23 quarters since.
  • Phoenix Financial's Apple position peaked at $226M in Q4 2025.
  • 6,135 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.