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Safe Harbor Fiduciary’s Apple AAPL Stock Holding History

Safe Harbor Fiduciary’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 		$6.83M Buy
23,619
+521
+2% +$149K 5.32% 3
2026
Q1 		$5.86M Buy
23,098
+302
+1% +$78.6K 5.58% 3
2025
Q4 		$6.2M Buy
+22,796
New +$6.12M 5.48% 3
2025
Q2 		$4.87M Buy
23,733
+2,309
+11% +$466K 4.57% 4
2025
Q1 		$4.76M Buy
21,424
+26
+0.1% +$6.02K 4.92% 3
2024
Q4 		$5.36M Buy
21,398
+58
+0.3% +$13.7K 5.46% 3
2024
Q3 		$4.97M Buy
+21,340
New +$4.77M 4.66% 4

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

Safe Harbor Fiduciary's AAPL Position: Q2 2026 in Review

Safe Harbor Fiduciary increased its Apple (AAPL) stake by 2.3% in Q2 2026, buying an estimated $149K and bringing the position to 23,619 shares worth $6.83M. The position accounts for 5.32% of the portfolio, ranked #3.

Safe Harbor Fiduciary first reported a position in AAPL in Q3 2024 and has held it in 7 quarters since. 6,132 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Safe Harbor Fiduciary held 23,619 shares of Apple worth $6.83M as of Q2 2026.
  • Safe Harbor Fiduciary bought 521 Apple shares in Q2 2026, an estimated $149K.
  • Apple made up 5.32% of Safe Harbor Fiduciary's portfolio in Q2 2026, its #3 holding.
  • Safe Harbor Fiduciary first reported a position in Apple in Q3 2024 and has held it in 7 quarters since.
  • 6,132 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Safe Harbor Fiduciary's 13F filing for Q2 2026, filed 14 Aug 2026.