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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
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 		$9.75M Buy
+50,652
New +$9.35M 9.84% 2

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

Prospect Financial Services's AAPL Position: Q2 2026 in Review

Prospect Financial Services reduced its Apple (AAPL) stake by 3.6% in Q2 2026, selling an estimated $186K and leaving 17,467 shares worth $5.05M. The position accounts for 2.56% of the portfolio, ranked #11.

Prospect Financial Services first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.6M in Q4 2024. 6,132 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Prospect Financial Services held 17,467 shares of Apple worth $5.05M as of Q2 2026.
  • Prospect Financial Services sold 651 Apple shares in Q2 2026, an estimated $186K.
  • Apple made up 2.56% of Prospect Financial Services's portfolio in Q2 2026, its #11 holding.
  • Prospect Financial Services first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • Prospect Financial Services's Apple position peaked at $13.6M in Q4 2024.
  • 6,132 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Prospect Financial Services's 13F filing for Q2 2026, filed 6 Aug 2026.