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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
Q2 		$62.6M Sell
216,244
-2,109
-1% -$603K 8.24% 2
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
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

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

Rollins Financial Advisors reduced its Apple (AAPL) stake by 0.97% in Q2 2026, selling an estimated $603K and leaving 216,244 shares worth $62.6M. The position accounts for 8.24% of the portfolio, ranked #2.

Rollins Financial Advisors first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. The position peaked at $82.6M in Q4 2024. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Rollins Financial Advisors held 216,244 shares of Apple worth $62.6M as of Q2 2026.
  • Rollins Financial Advisors sold 2,109 Apple shares in Q2 2026, an estimated $603K.
  • Apple made up 8.24% of Rollins Financial Advisors's portfolio in Q2 2026, its #2 holding.
  • Rollins Financial Advisors first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • Rollins Financial Advisors's Apple position peaked at $82.6M in Q4 2024.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Rollins Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.