Sage Financial Group’s Apple AAPL Stock Holding History

Sage Financial Group’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	$25.2M	Buy	87,236 +86,329	+9,518%	+$24.7M	1.4%	15
2026 Q1	$230K	Sell	907 -40	-4%	-$10.4K	0.02%	102
2025 Q4	$257K	Hold	947	–	–	0.02%	96
2025 Q3	$241K	Buy	+947	New	+$214K	0.02%	96
2025 Q2	–	Sell	-947	Closed	-$210K	–	102
2025 Q1	$210K	Sell	947 -30	-3%	-$6.95K	0.02%	100
2024 Q4	$245K	Hold	977	–	–	0.02%	95
2024 Q3	$228K	Hold	977	–	–	0.02%	100
2024 Q2	$206K	Buy	+977	New	+$182K	0.02%	101
2023 Q4	–	Sell	-1,397	Closed	-$239K	–	102
2023 Q3	$239K	Buy	+1,397	New	+$256K	0.03%	92
2023 Q1	–	Sell	-1,796	Closed	-$233K	–	96
2022 Q4	$233K	Hold	1,796	–	–	0.03%	91
2022 Q3	$248K	Sell	1,796 -244	-12%	-$38.3K	0.03%	79
2022 Q2	$279K	Buy	2,040 +1,548	+315%	+$234K	0.04%	75
2022 Q1	$86K	Hold	492	–	–	0.01%	57
2021 Q4	$87K	Hold	492	–	–	0.01%	56
2021 Q3	$70K	Hold	492	–	–	0.01%	52
2021 Q2	$67K	Hold	492	–	–	0.01%	51
2021 Q1	$60K	Hold	492	–	–	0.01%	48
2020 Q4	$65K	Hold	492	–	–	0.01%	51
2020 Q3	$57K	Hold	492	–	–	0.01%	49
2020 Q2	$45K	Hold	492	–	–	0.01%	51
2020 Q1	$31K	Hold	492	–	–	0.01%	52
2019 Q4	$36K	Buy	+492	New	+$31.7K	﹤0.01%	55
2019 Q3	–	Sell	-492	Closed	-$24K	–	66
2019 Q2	$24K	Sell	492 -320	-39%	-$15.6K	﹤0.01%	64
2019 Q1	$39K	Hold	812	–	–	0.01%	60
2018 Q4	$32K	Hold	812	–	–	0.01%	59
2018 Q3	$46K	Hold	812	–	–	0.01%	41
2018 Q2	$38K	Hold	812	–	–	0.01%	43
2018 Q1	$34K	Hold	812	–	–	0.01%	42
2017 Q4	$34K	Hold	812	–	–	0.01%	48
2017 Q3	$31K	Hold	812	–	–	0.01%	44
2017 Q2	$29K	Hold	812	–	–	0.01%	44
2017 Q1	$29K	Buy	+812	New	+$26.7K	0.01%	42
2016 Q4	–	Sell	-812	Closed	-$23K	–	48
2016 Q3	$23K	Hold	812	–	–	0.01%	39
2016 Q2	$19K	Hold	812	–	–	0.01%	37
2016 Q1	$22K	Hold	812	–	–	0.01%	40
2015 Q4	$21K	Hold	812	–	–	0.01%	58
2015 Q3	$22K	Hold	812	–	–	0.01%	37
2015 Q2	$25K	Hold	812	–	–	0.01%	36
2015 Q1	$25K	Hold	812	–	–	0.01%	34
2014 Q4	$22K	Hold	812	–	–	0.01%	40
2014 Q3	$20K	Hold	812	–	–	0.01%	31
2014 Q2	$19K	Hold	812	–	–	0.01%	32
2014 Q1	$16K	Buy	+812	New	+$15.4K	0.01%	34

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

Sage Financial Group's AAPL Position: Q2 2026 in Review

Sage Financial Group increased its Apple (AAPL) stake by 9,518% in Q2 2026, buying an estimated $24.7M and bringing the position to 87,236 shares worth $25.2M. The position accounts for 1.4% of the portfolio, ranked #15.

Sage Financial Group first reported a position in AAPL in Q1 2014 and has held it in 43 quarters since. 6,092 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Sage Financial Group held 87,236 shares of Apple worth $25.2M as of Q2 2026.
Sage Financial Group bought 86,329 Apple shares in Q2 2026, an estimated $24.7M.
Apple made up 1.4% of Sage Financial Group's portfolio in Q2 2026, its #15 holding.
Sage Financial Group first reported a position in Apple in Q1 2014 and has held it in 43 quarters since.
6,092 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Sage Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.