Sage Financial Management Group’s Apple AAPL Stock Holding History

Sage Financial Management 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	$1.41M	Sell	4,870 -12	-0.2%	-$3.43K	0.39%	25
2026 Q1	$1.24M	Buy	4,882 +310	+7%	+$80.7K	0.38%	27
2025 Q4	$1.24M	Buy	4,572 +33	+0.7%	+$8.86K	0.38%	27
2025 Q3	$1.16M	Buy	4,539 +1,026	+29%	+$232K	0.37%	27
2025 Q2	$721K	Hold	3,513	–	–	0.25%	29
2025 Q1	$780K	Hold	3,513	–	–	0.28%	28
2024 Q4	$880K	Sell	3,513 -65	-2%	-$15.3K	0.33%	28
2024 Q3	$834K	Hold	3,578	–	–	0.32%	30
2024 Q2	$754K	Sell	3,578 -69	-2%	-$12.9K	2.29%	6
2024 Q1	$625K	Hold	3,647	–	–	0.3%	31
2023 Q4	$702K	Sell	3,647 -109	-3%	-$20.1K	0.38%	29
2023 Q3	$643K	Buy	+3,756	New	+$689K	0.39%	29
2023 Q2	–	Sell	-3,785	Closed	-$624K	–	8
2023 Q1	$624K	Sell	3,785 -143	-4%	-$21.1K	0.5%	24
2022 Q4	$510K	Sell	3,928 -555	-12%	-$79.3K	0.36%	26
2022 Q3	$620K	Sell	4,483 -200	-4%	-$31.4K	0.55%	19
2022 Q2	$640K	Sell	4,683 -305	-6%	-$46.2K	0.45%	21
2022 Q1	$871K	Buy	4,988 +825	+20%	+$139K	0.6%	18
2021 Q4	$739K	Buy	+4,163	New	+$658K	0.49%	19
2021 Q3	–	Sell	-4,233	Closed	-$580K	–	6
2021 Q2	$580K	Hold	4,233	–	–	0.53%	16
2021 Q1	$517K	Buy	4,233 +648	+18%	+$83.2K	0.4%	20
2020 Q4	$476K	Buy	+3,585	New	+$431K	0.37%	21

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 Management Group's AAPL Position: Q2 2026 in Review

Sage Financial Management Group reduced its Apple (AAPL) stake by 0.25% in Q2 2026, selling an estimated $3.43K and leaving 4,870 shares worth $1.41M. The position accounts for 0.39% of the portfolio, ranked #25.

Sage Financial Management Group first reported a position in AAPL in Q4 2020 and has held it in 21 quarters since. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Sage Financial Management Group held 4,870 shares of Apple worth $1.41M as of Q2 2026.
Sage Financial Management Group sold 12 Apple shares in Q2 2026, an estimated $3.43K.
Apple made up 0.39% of Sage Financial Management Group's portfolio in Q2 2026, its #25 holding.
Sage Financial Management Group first reported a position in Apple in Q4 2020 and has held it in 21 quarters since.
6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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