S Harris Financial Group’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.44M Buy
4,960
+406
+9% +$116K 1.11% 14
2026
Q1
$1.16M Buy
4,554
+85
+2% +$22.1K 1.05% 16
2025
Q4
$1.21M Buy
+4,469
New +$1.2M 1.16% 16

Other funds holding AAPL

S Harris Financial Group's AAPL Position: Q2 2026 in Review

S Harris Financial Group increased its Apple (AAPL) stake by 8.9% in Q2 2026, buying an estimated $116K and bringing the position to 4,960 shares worth $1.44M. The position accounts for 1.11% of the portfolio, ranked #14.

S Harris Financial Group first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. 6,077 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • S Harris Financial Group held 4,960 shares of Apple worth $1.44M as of Q2 2026.
  • S Harris Financial Group bought 406 Apple shares in Q2 2026, an estimated $116K.
  • Apple made up 1.11% of S Harris Financial Group's portfolio in Q2 2026, its #14 holding.
  • S Harris Financial Group first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
  • 6,077 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on S Harris Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.