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Portland Financial Advisors’s Apple AAPL Stock Holding History

Portland 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 		$432K Hold
1,494
– – 0.79% 47
2026
Q1 		$379K Hold
1,494
– – 0.79% 47
2025
Q4 		$406K Hold
1,494
– – 0.86% 44
2025
Q3 		$380K Hold
1,494
– – 0.81% 47
2025
Q2 		$307K Sell
1,494
-128
-8% -$25.9K 0.74% 51
2025
Q1 		$360K Hold
1,622
– – 0.92% 40
2024
Q4 		$406K Buy
+1,622
New +$382K 1.09% 35

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

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

Portland Financial Advisors held its Apple (AAPL) position steady in Q2 2026 at 1,494 shares worth $432K. The position accounts for 0.79% of the portfolio, ranked #47.

Portland Financial Advisors first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 6,077 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Portland Financial Advisors held 1,494 shares of Apple worth $432K as of Q2 2026.
  • Portland Financial Advisors left its Apple share count unchanged in Q2 2026.
  • Apple made up 0.79% of Portland Financial Advisors's portfolio in Q2 2026, its #47 holding.
  • Portland Financial Advisors first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 6,077 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Portland Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.