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Richardson Financial Services’s Apple AAPL Stock Holding History

Richardson 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 		$8.2M Buy
28,340
+861
+3% +$246K 4.65% 2
2026
Q1 		$6.97M Buy
27,479
+172
+0.6% +$44.8K 4.36% 1
2025
Q4 		$7.42M Sell
27,307
-66
-0.2% -$17.7K 2.4% 3
2025
Q3 		$6.97M Buy
27,373
+1,386
+5% +$313K 4.32% 2
2025
Q2 		$5.4M Sell
25,987
-608
-2% -$123K 3.63% 4
2025
Q1 		$5.91M Sell
26,595
-28
-0.1% -$6.49K 4.5% 1
2024
Q4 		$6.71M Buy
26,623
+404
+2% +$95.2K 4.72% 2
2024
Q3 		$5.52M Buy
26,219
+34
+0.1% +$7.59K 3.51% 4
2024
Q2 		$5.52M Sell
26,185
-743
-3% -$139K 3.97% 4
2024
Q1 		$4.62M Buy
26,928
+991
+4% +$180K 3.25% 4
2023
Q4 		$4.99M Buy
+25,937
New +$4.79M 4.37% 2

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Richardson Financial Services increased its Apple (AAPL) stake by 3.1% in Q2 2026, buying an estimated $246K and bringing the position to 28,340 shares worth $8.2M. The position accounts for 4.65% of the portfolio, ranked #2.

Richardson Financial Services first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 4,556 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Richardson Financial Services held 28,340 shares of Apple worth $8.2M as of Q2 2026.
  • Richardson Financial Services bought 861 Apple shares in Q2 2026, an estimated $246K.
  • Apple made up 4.65% of Richardson Financial Services's portfolio in Q2 2026, its #2 holding.
  • Richardson Financial Services first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • 4,556 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.