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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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Phoenix Financial's AAPL Position: Q1 2026 in Review

Phoenix Financial reduced its Apple (AAPL) stake by 8.6% in Q1 2026, selling an estimated $19M and leaving 777,344 shares worth $197M. The position accounts for 1.87% of the portfolio, ranked #15.

Phoenix Financial first reported a position in AAPL in Q2 2020 and has held it in 22 quarters since. The position peaked at $226M in Q4 2025. 6,077 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Phoenix Financial held 777,344 shares of Apple worth $197M as of Q1 2026.
  • Phoenix Financial sold 72,884 Apple shares in Q1 2026, an estimated $19M.
  • Apple made up 1.87% of Phoenix Financial's portfolio in Q1 2026, its #15 holding.
  • Phoenix Financial first reported a position in Apple in Q2 2020 and has held it in 22 quarters since.
  • Phoenix Financial's Apple position peaked at $226M in Q4 2025.
  • 6,077 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.