Sacks & Associates’s Apple AAPL Stock Holding History

Sacks & Associates’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	$415K	Sell	1,344 -54	-4%	-$15.4K	0.28%	59
2026 Q1	$355K	Sell	1,398 -22	-2%	-$5.73K	0.26%	62
2025 Q4	$386K	Buy	+1,420	New	+$381K	0.28%	58

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

Sacks & Associates's AAPL Position: Q2 2026 in Review

Sacks & Associates reduced its Apple (AAPL) stake by 3.9% in Q2 2026, selling an estimated $15.4K and leaving 1,344 shares worth $415K. The position accounts for 0.28% of the portfolio, ranked #59.

Sacks & Associates first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. 6,067 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Sacks & Associates held 1,344 shares of Apple worth $415K as of Q2 2026.
Sacks & Associates sold 54 Apple shares in Q2 2026, an estimated $15.4K.
Apple made up 0.28% of Sacks & Associates's portfolio in Q2 2026, its #59 holding.
Sacks & Associates first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
6,067 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Sacks & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.