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SageGuard Financial Group’s Apple AAPL Stock Holding History

SageGuard 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 		$40.5M Sell
139,881
-2,881
-2% -$824K 5.69% 1
2026
Q1 		$36.2M Sell
142,762
-2,255
-2% -$587K 5.61% 1
2025
Q4 		$39.4M Buy
+145,017
New +$38.9M 6.27% 1
2021
Q3 		– Sell
-71,805
Closed -$9.83M – 16
2021
Q2 		$9.83M Sell
71,805
-17,457
-20% -$2.26M 4.46% 4
2021
Q1 		$10.9M Buy
89,262
+13,916
+18% +$1.79M 5.08% 3
2020
Q4 		$10M Buy
+75,346
New +$9.06M 4.83% 4

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

SageGuard Financial Group reduced its Apple (AAPL) stake by 2% in Q2 2026, selling an estimated $824K and leaving 139,881 shares worth $40.5M. The position accounts for 5.69% of the portfolio, ranked #1.

SageGuard Financial Group first reported a position in AAPL in Q4 2020 and has held it in 6 quarters since. 4,070 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • SageGuard Financial Group held 139,881 shares of Apple worth $40.5M as of Q2 2026.
  • SageGuard Financial Group sold 2,881 Apple shares in Q2 2026, an estimated $824K.
  • Apple made up 5.69% of SageGuard Financial Group's portfolio in Q2 2026, its #1 holding.
  • SageGuard Financial Group first reported a position in Apple in Q4 2020 and has held it in 6 quarters since.
  • 4,070 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.