RMF
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Red Mountain Financial’s Apple AAPL Stock Holding History

Red Mountain Financial’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 		$6.03M Buy
20,853
+257
+1% +$73.5K 5.06% 2
2026
Q1 		$5.23M Buy
20,596
+207
+1% +$53.9K 4.92% 3
2025
Q4 		$5.54M Sell
20,389
-95
-0.5% -$25.5K 5.44% 2
2025
Q3 		$5.22M Buy
20,484
+4
+0% +$904 5.29% 2
2025
Q2 		$4.2M Buy
20,480
+150
+0.7% +$30.3K 4.66% 4
2025
Q1 		$4.52M Buy
20,330
+305
+2% +$70.7K 5.5% 4
2024
Q4 		$5.01M Sell
20,025
-1,146
-5% -$270K 5.39% 3
2024
Q3 		$4.93M Sell
21,171
-427
-2% -$95.4K 5.25% 3
2024
Q2 		$4.55M Buy
+21,598
New +$4.03M 5.49% 3
2023
Q4 		$4.18M Buy
+21,729
New +$4.01M 6.47% 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

Red Mountain Financial's AAPL Position: Q2 2026 in Review

Red Mountain Financial increased its Apple (AAPL) stake by 1.2% in Q2 2026, buying an estimated $73.5K and bringing the position to 20,853 shares worth $6.03M. The position accounts for 5.06% of the portfolio, ranked #2.

Red Mountain Financial first reported a position in AAPL in Q4 2023 and has held it in 10 quarters since. 6,093 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Red Mountain Financial held 20,853 shares of Apple worth $6.03M as of Q2 2026.
  • Red Mountain Financial bought 257 Apple shares in Q2 2026, an estimated $73.5K.
  • Apple made up 5.06% of Red Mountain Financial's portfolio in Q2 2026, its #2 holding.
  • Red Mountain Financial first reported a position in Apple in Q4 2023 and has held it in 10 quarters since.
  • 6,093 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Red Mountain Financial's 13F filing for Q2 2026, filed 21 Jul 2026.