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Professional Financial Advisors’s Apple AAPL Stock Holding History

Professional 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 		$2.64M Sell
9,125
-3,150
-26% -$901K 0.46% 38
2026
Q1 		$3.12M Sell
12,275
-14
-0.1% -$3.64K 0.63% 26
2025
Q4 		$3.34M Buy
12,289
+4
+0% +$1.07K 0.68% 25
2025
Q3 		$3.13M Sell
12,285
-107
-0.9% -$24.2K 0.66% 27
2025
Q2 		$2.54M Sell
12,392
-1,173
-9% -$237K 0.59% 30
2025
Q1 		$3.01M Buy
13,565
+38
+0.3% +$8.8K 0.77% 22
2024
Q4 		$3.39M Sell
13,527
-411
-3% -$96.9K 0.87% 20
2024
Q3 		$3.25M Buy
13,938
+68
+0.5% +$15.2K 0.84% 22
2024
Q2 		$2.92M Buy
13,870
+188
+1% +$35.1K 0.81% 21
2024
Q1 		$2.35M Buy
13,682
+8
+0.1% +$1.46K 0.67% 23
2023
Q4 		$2.63M Buy
13,674
+410
+3% +$75.7K 0.87% 21
2023
Q3 		$2.27M Buy
13,264
+51
+0.4% +$9.35K 1.03% 21
2023
Q2 		$2.56M Buy
13,213
+62
+0.5% +$10.8K 1.32% 13
2023
Q1 		$2.3M Sell
13,151
-39
-0.3% -$5.75K 1.36% 13
2022
Q4 		$1.71M Buy
13,190
+6
+0% +$857 1.16% 15
2022
Q3 		$1.82M Buy
13,184
+7
+0.1% +$1.1K 1.12% 17
2022
Q2 		$1.8M Buy
13,177
+26
+0.2% +$3.94K 1.01% 19
2022
Q1 		$2.3M Sell
13,151
-2,269
-15% -$382K 0.99% 19
2021
Q4 		$2.74M Sell
15,420
-14
-0.1% -$2.21K 1.18% 15
2021
Q3 		$2.18M Buy
15,434
+1,978
+15% +$291K 1.25% 11
2021
Q2 		$1.83M Sell
13,456
-2,955
-18% -$383K 1.01% 18
2021
Q1 		$2M Buy
16,411
+3,256
+25% +$418K 1.25% 13
2020
Q4 		$1.75M Sell
13,155
-2,809
-18% -$338K 1.38% 15
2020
Q3 		$1.74M Buy
15,964
+5,140
+47% +$561K 1.62% 12
2020
Q2 		$987K Sell
10,824
-1,124
-9% -$87.1K 1.3% 21
2020
Q1 		$877K Buy
11,948
+3,172
+36% +$233K 1.59% 19
2019
Q4 		$644K Buy
+8,776
New +$565K 0.61% 42

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

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

Professional Financial Advisors reduced its Apple (AAPL) stake by 26% in Q2 2026, selling an estimated $901K and leaving 9,125 shares worth $2.64M. The position accounts for 0.46% of the portfolio, ranked #38.

Professional Financial Advisors first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.39M in Q4 2024. 6,110 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Professional Financial Advisors held 9,125 shares of Apple worth $2.64M as of Q2 2026.
  • Professional Financial Advisors sold 3,150 Apple shares in Q2 2026, an estimated $901K.
  • Apple made up 0.46% of Professional Financial Advisors's portfolio in Q2 2026, its #38 holding.
  • Professional Financial Advisors first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • Professional Financial Advisors's Apple position peaked at $3.39M in Q4 2024.
  • 6,110 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Professional Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.