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Plotkin Financial Advisors’s Apple AAPL Stock Holding History

Plotkin Financial Advisors’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 		$8.4M Buy
29,022
+65
+0.2% +$18.6K 3.48% 7
2026
Q1 		$7.35M Buy
28,957
+586
+2% +$153K 3.69% 8
2025
Q4 		$7.71M Sell
28,371
-95
-0.3% -$25.5K 3.76% 7
2025
Q3 		$7.25M Hold
28,466
– – 3.58% 9
2025
Q2 		$5.84M Sell
28,466
-102
-0.4% -$20.6K 3.22% 10
2025
Q1 		$6.35M Sell
28,568
-122
-0.4% -$28.3K 3.9% 9
2024
Q4 		$7.18M Sell
28,690
-41
-0.1% -$9.66K 4.26% 8
2024
Q3 		$6.69M Sell
28,731
-21
-0.1% -$4.69K 4.01% 8
2024
Q2 		$6.06M Sell
28,752
-1,633
-5% -$305K 3.89% 9
2024
Q1 		$5.21M Buy
30,385
+844
+3% +$153K 3.45% 10
2023
Q4 		$5.69M Sell
29,541
-731
-2% -$135K 4.33% 8
2023
Q3 		$5.18M Buy
30,272
+748
+3% +$137K 4.56% 7
2023
Q2 		$5.73M Sell
29,524
-3,057
-9% -$533K 4.76% 4
2023
Q1 		$5.37M Buy
32,581
+140
+0.4% +$20.7K 5% 6
2022
Q4 		$4.22M Sell
32,441
-531
-2% -$75.9K 4.28% 7
2022
Q3 		$4.56M Sell
32,972
-90
-0.3% -$14.1K 4.61% 8
2022
Q2 		$4.52M Buy
33,062
+168
+0.5% +$25.4K 4.3% 8
2022
Q1 		$5.74M Buy
32,894
+1,955
+6% +$329K 4.01% 10
2021
Q4 		$5.49M Sell
30,939
-1,694
-5% -$268K 3.47% 11
2021
Q3 		$4.62M Sell
32,633
-878
-3% -$129K 2.75% 14
2021
Q2 		$4.59M Sell
33,511
-1,289
-4% -$167K 2.54% 14
2021
Q1 		$4.25M Buy
34,800
+1,499
+5% +$192K 2.6% 14
2020
Q4 		$4.42M Sell
33,301
-2,643
-7% -$318K 2.92% 14
2020
Q3 		$4.16M Sell
35,944
-40
-0.1% -$4.37K 4.58% 5
2020
Q2 		$3.28M Buy
35,984
+324
+0.9% +$25.1K 2.79% 13
2020
Q1 		$2.27M Buy
35,660
+3,212
+10% +$236K 2.75% 14
2019
Q4 		$2.38M Buy
+32,448
New +$2.09M 2.22% 14

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

Plotkin Financial Advisors's AAPL Position: Q2 2026 in Review

Plotkin Financial Advisors increased its Apple (AAPL) stake by 0.22% in Q2 2026, buying an estimated $18.6K and bringing the position to 29,022 shares worth $8.4M. The position accounts for 3.48% of the portfolio, ranked #7.

Plotkin Financial Advisors first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Plotkin Financial Advisors held 29,022 shares of Apple worth $8.4M as of Q2 2026.
  • Plotkin Financial Advisors bought 65 Apple shares in Q2 2026, an estimated $18.6K.
  • Apple made up 3.48% of Plotkin Financial Advisors's portfolio in Q2 2026, its #7 holding.
  • Plotkin Financial Advisors first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Plotkin Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.