S&A Financial Services’s Apple AAPL Stock Holding History

S&A 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	$5.36M	Sell	18,523 -534	-3%	-$153K	3.27%	8
2026 Q1	$4.84M	Buy	+19,057	New	+$4.96M	3.32%	9

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

S&A Financial Services's AAPL Position: Q2 2026 in Review

S&A Financial Services reduced its Apple (AAPL) stake by 2.8% in Q2 2026, selling an estimated $153K and leaving 18,523 shares worth $5.36M. The position accounts for 3.27% of the portfolio, ranked #8.

S&A Financial Services first reported a position in AAPL in Q1 2026 and has held it in 2 quarters since. 6,077 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

S&A Financial Services held 18,523 shares of Apple worth $5.36M as of Q2 2026.
S&A Financial Services sold 534 Apple shares in Q2 2026, an estimated $153K.
Apple made up 3.27% of S&A Financial Services's portfolio in Q2 2026, its #8 holding.
S&A Financial Services first reported a position in Apple in Q1 2026 and has held it in 2 quarters since.
6,077 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on S&A Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.