Prospect Financial Services
AAPL icon

Prospect Financial Services’s Apple AAPL Stock Holding History

Prospect Financial Services’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
Q3 		$5.8M Sell
17,420
-47
-0.3% -$15.1K 2.78% 11
2026
Q2 		$5.05M Sell
17,467
-651
-4% -$186K 2.56% 11
2026
Q1 		$4.6M Sell
18,118
-36
-0.2% -$9.37K 2.81% 12
2025
Q4 		$4.94M Sell
18,154
-891
-5% -$239K 2.83% 12
2025
Q3 		$4.85M Sell
19,045
-803
-4% -$181K 2.79% 12
2025
Q2 		$4.07M Sell
19,848
-33,251
-63% -$6.72M 2.54% 12
2025
Q1 		$11.8M Sell
53,099
-1,377
-3% -$319K 6.54% 3
2024
Q4 		$13.6M Sell
54,476
-48
-0.1% -$11.3K 7.44% 2
2024
Q3 		$12.7M Buy
54,524
+1,685
+3% +$376K 7.88% 2
2024
Q2 		$11.1M Buy
52,839
+566
+1% +$106K 8.56% 2
2024
Q1 		$8.96M Buy
52,273
+1,621
+3% +$295K 7.4% 2
2023
Q4 		$9.8M Buy
+50,652
New +$9.35M 9.84% 2

Other funds holding AAPL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Prospect Financial Services's AAPL Position: Q3 2026 in Review

Prospect Financial Services reduced its Apple (AAPL) stake by 0.27% in Q3 2026, selling an estimated $15.1K and leaving 17,420 shares worth $5.8M. The position accounts for 2.78% of the portfolio, ranked #11.

Prospect Financial Services first reported a position in AAPL in Q4 2023 and has held it in 12 quarters since. The position peaked at $13.6M in Q4 2024. 5,399 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Prospect Financial Services held 17,420 shares of Apple worth $5.8M as of Q3 2026.
  • Prospect Financial Services sold 47 Apple shares in Q3 2026, an estimated $15.1K.
  • Apple made up 2.78% of Prospect Financial Services's portfolio in Q3 2026, its #11 holding.
  • Prospect Financial Services first reported a position in Apple in Q4 2023 and has held it in 12 quarters since.
  • Prospect Financial Services's Apple position peaked at $13.6M in Q4 2024.
  • 5,399 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Prospect Financial Services's 13F filing for Q3 2026, filed 13 Nov 2026.