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Prosperity Financial Group’s Apple AAPL Stock Holding History

Prosperity Financial Group’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 		$21.5M Buy
74,205
+306
+0.4% +$87.5K 6.65% 1
2026
Q1 		$18.8M Buy
73,899
+11,274
+18% +$2.93M 6.93% 1
2025
Q4 		$17M Buy
62,625
+6,638
+12% +$1.78M 6.13% 1
2025
Q3 		$14.3M Buy
55,987
+1,008
+2% +$228K 5.21% 1
2025
Q2 		$11.3M Sell
54,979
-2,010
-4% -$406K 4.79% 1
2025
Q1 		$12.7M Sell
56,989
-705
-1% -$163K 6.3% 1
2024
Q4 		$14.4M Sell
57,694
-634
-1% -$149K 7.19% 1
2024
Q3 		$13.6M Sell
58,328
-925
-2% -$207K 7.61% 1
2024
Q2 		$12.5M Sell
59,253
-977
-2% -$182K 7.88% 1
2024
Q1 		$10.3M Buy
60,230
+1,866
+3% +$339K 6.38% 1
2023
Q4 		$11.2M Buy
58,364
+1,757
+3% +$324K 7.8% 1
2023
Q3 		$9.69M Buy
56,607
+1,162
+2% +$213K 8.01% 1
2023
Q2 		$10.8M Buy
55,445
+6,691
+14% +$1.17M 9.47% 1
2023
Q1 		$8.04M Sell
48,754
-9,843
-17% -$1.45M 8.13% 1
2022
Q4 		$7.61M Buy
+58,597
New +$8.37M 8.21% 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

Prosperity Financial Group's AAPL Position: Q2 2026 in Review

Prosperity Financial Group increased its Apple (AAPL) stake by 0.41% in Q2 2026, buying an estimated $87.5K and bringing the position to 74,205 shares worth $21.5M. The position accounts for 6.65% of the portfolio, ranked #1.

Prosperity Financial Group first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. 6,110 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Prosperity Financial Group held 74,205 shares of Apple worth $21.5M as of Q2 2026.
  • Prosperity Financial Group bought 306 Apple shares in Q2 2026, an estimated $87.5K.
  • Apple made up 6.65% of Prosperity Financial Group's portfolio in Q2 2026, its #1 holding.
  • Prosperity Financial Group first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • 6,110 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.