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ROI Financial Advisors’s Apple AAPL Stock Holding History

ROI 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 		$10.8M Sell
37,352
-923
-2% -$264K 5.59% 6
2026
Q1 		$9.71M Sell
38,275
-357
-0.9% -$92.9K 5.81% 3
2025
Q4 		$10.5M Sell
38,632
-267
-0.7% -$71.7K 6.03% 5
2025
Q3 		$9.9M Sell
38,899
-1,384
-3% -$313K 5.91% 3
2025
Q2 		$8.26M Sell
40,283
-368
-0.9% -$74.3K 5.25% 5
2025
Q1 		$9.03M Buy
40,651
+120
+0.3% +$27.8K 6.56% 3
2024
Q4 		$10.1M Sell
40,531
-1,585
-4% -$374K 6.91% 2
2024
Q3 		$9.81M Sell
42,116
-890
-2% -$199K 6.78% 3
2024
Q2 		$9.09M Sell
43,006
-134
-0.3% -$25K 6.6% 3
2024
Q1 		$7.4M Sell
43,140
-3,310
-7% -$602K 5.82% 4
2023
Q4 		$8.94M Buy
+46,450
New +$8.58M 7.4% 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

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

ROI Financial Advisors reduced its Apple (AAPL) stake by 2.4% in Q2 2026, selling an estimated $264K and leaving 37,352 shares worth $10.8M. The position accounts for 5.59% of the portfolio, ranked #6.

ROI Financial Advisors first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 6,132 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • ROI Financial Advisors held 37,352 shares of Apple worth $10.8M as of Q2 2026.
  • ROI Financial Advisors sold 923 Apple shares in Q2 2026, an estimated $264K.
  • Apple made up 5.59% of ROI Financial Advisors's portfolio in Q2 2026, its #6 holding.
  • ROI Financial Advisors first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • 6,132 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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