Rollins Financial Advisors’s Apple AAPL Stock Holding History

Rollins 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	$55.4M	Sell	218,353 -3,144	-1%	-$818K	8.76%	2
2025 Q4	$60.2M	Sell	221,497 -15,362	-6%	-$4.12M	8.84%	2
2025 Q3	$60.3M	Sell	236,859 -53,908	-19%	-$12.2M	9.13%	2
2025 Q2	$59.7M	Sell	290,767 -27,323	-9%	-$5.52M	9.51%	2
2025 Q1	$70.7M	Sell	318,090 -11,833	-4%	-$2.74M	12.31%	1
2024 Q4	$82.6M	Sell	329,923 -3,822	-1%	-$901K	12.9%	1
2024 Q3	$77.8M	Sell	333,745 -3,747	-1%	-$837K	12.91%	2
2024 Q2	$71.1M	Sell	337,492 -6,825	-2%	-$1.27M	12.21%	2
2024 Q1	$59M	Buy	344,317 +4,258	+1%	+$774K	11.12%	2
2023 Q4	$65.5M	Buy	+340,059	New	+$62.8M	13.67%	2

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Rollins Financial Advisors reduced its Apple (AAPL) stake by 1.4% in Q1 2026, selling an estimated $818K and leaving 218,353 shares worth $55.4M. The position accounts for 8.76% of the portfolio, ranked #2.

Rollins Financial Advisors first reported a position in AAPL in Q4 2023 and has held it in 10 quarters since. The position peaked at $82.6M in Q4 2024. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Rollins Financial Advisors held 218,353 shares of Apple worth $55.4M as of Q1 2026.
Rollins Financial Advisors sold 3,144 Apple shares in Q1 2026, an estimated $818K.
Apple made up 8.76% of Rollins Financial Advisors's portfolio in Q1 2026, its #2 holding.
Rollins Financial Advisors first reported a position in Apple in Q4 2023 and has held it in 10 quarters since.
Rollins Financial Advisors's Apple position peaked at $82.6M in Q4 2024.
6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Rollins Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.