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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Resurgent Financial Advisors's AAPL Position: Q1 2026 in Review

Resurgent Financial Advisors increased its Apple (AAPL) stake by 32% in Q1 2026, buying an estimated $2.78M and bringing the position to 43,983 shares worth $11.2M. The position accounts for 4.03% of the portfolio, ranked #4.

Resurgent Financial Advisors first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Resurgent Financial Advisors held 43,983 shares of Apple worth $11.2M as of Q1 2026.
  • Resurgent Financial Advisors bought 10,690 Apple shares in Q1 2026, an estimated $2.78M.
  • Apple made up 4.03% of Resurgent Financial Advisors's portfolio in Q1 2026, its #4 holding.
  • Resurgent Financial Advisors first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.