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Resurgent Financial Advisors’s Apple AAPL Stock Holding History

Resurgent 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 		$16M Buy
55,146
+11,163
+25% +$3.19M 4.44% 3
2026
Q1 		$11.2M Buy
43,983
+10,690
+32% +$2.78M 4.03% 4
2025
Q4 		$9.05M Sell
33,293
-4,096
-11% -$1.1M 4.54% 2
2025
Q3 		$9.52M Sell
37,389
-1,306
-3% -$295K 4.67% 2
2025
Q2 		$7.94M Buy
38,695
+742
+2% +$150K 4.36% 2
2025
Q1 		$8.43M Sell
37,953
-598
-2% -$139K 5.06% 1
2024
Q4 		$9.65M Sell
38,551
-1,076
-3% -$254K 5.68% 1
2024
Q3 		$9.23M Sell
39,627
-3
-0% -$670 5.4% 2
2024
Q2 		$8.35M Sell
39,630
-1,001
-2% -$187K 5.19% 2
2024
Q1 		$6.97M Sell
40,631
-54
-0.1% -$9.82K 3.71% 2
2023
Q4 		$7.83M Sell
40,685
-2,210
-5% -$408K 4.81% 2
2023
Q3 		$7.34M Sell
42,895
-45
-0.1% -$8.25K 5% 1
2023
Q2 		$8.33M Sell
42,940
-14
-0% -$2.44K 5.5% 1
2023
Q1 		$7.08M Sell
42,954
-8,164
-16% -$1.2M 4.71% 2
2022
Q4 		$6.64M Sell
51,118
-6,953
-12% -$994K 3.5% 2
2022
Q3 		$8.03M Buy
58,071
+580
+1% +$91K 5.36% 1
2022
Q2 		$7.86M Buy
57,491
+2,631
+5% +$398K 5.04% 1
2022
Q1 		$9.58M Buy
54,860
+5,066
+10% +$852K 5.94% 2
2021
Q4 		$8.84M Buy
+49,794
New +$7.87M 7.05% 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

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

Resurgent Financial Advisors increased its Apple (AAPL) stake by 25% in Q2 2026, buying an estimated $3.19M and bringing the position to 55,146 shares worth $16M. The position accounts for 4.44% of the portfolio, ranked #3.

Resurgent Financial Advisors first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 6,124 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Resurgent Financial Advisors held 55,146 shares of Apple worth $16M as of Q2 2026.
  • Resurgent Financial Advisors bought 11,163 Apple shares in Q2 2026, an estimated $3.19M.
  • Apple made up 4.44% of Resurgent Financial Advisors's portfolio in Q2 2026, its #3 holding.
  • Resurgent Financial Advisors first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 6,124 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.