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Sandy Cove Advisors’s Apple AAPL Stock Holding History

Sandy Cove Advisors’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 		$18M Buy
62,103
+2,634
+4% +$753K 4.5% 7
2026
Q1 		$15.1M Buy
59,469
+151
+0.3% +$39.3K 4.52% 6
2025
Q4 		$16.1M Sell
59,318
-1,734
-3% -$465K 4.78% 6
2025
Q3 		$15.5M Buy
61,052
+421
+0.7% +$95.1K 4.97% 3
2025
Q2 		$12.4M Buy
60,631
+1,056
+2% +$213K 4.49% 6
2025
Q1 		$13.2M Sell
59,575
-459
-0.8% -$106K 5.32% 4
2024
Q4 		$15M Buy
60,034
+6,442
+12% +$1.52M 5.9% 3
2024
Q3 		$12.5M Sell
53,592
-1,496
-3% -$334K 5.09% 4
2024
Q2 		$11.6M Buy
55,088
+7,394
+16% +$1.38M 5.16% 3
2024
Q1 		$8.18M Buy
47,694
+6,796
+17% +$1.24M 3.77% 7
2023
Q4 		$7.87M Buy
40,898
+388
+1% +$71.6K 4.03% 7
2023
Q3 		$6.94M Buy
40,510
+344
+0.9% +$63.1K 4.02% 8
2023
Q2 		$7.79M Buy
40,166
+4,808
+14% +$838K 4.43% 7
2023
Q1 		$5.83M Buy
35,358
+818
+2% +$121K 4.22% 8
2022
Q4 		$4.49M Buy
34,540
+1,186
+4% +$169K 3.62% 9
2022
Q3 		$4.61M Buy
33,354
+164
+0.5% +$25.7K 4.15% 8
2022
Q2 		$4.54M Sell
33,190
-602
-2% -$91.2K 4.12% 8
2022
Q1 		$5.9M Buy
33,792
+3,760
+13% +$632K 4.9% 5
2021
Q4 		$5.33M Buy
+30,032
New +$4.75M 4.49% 6

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

Sandy Cove Advisors's AAPL Position: Q2 2026 in Review

Sandy Cove Advisors increased its Apple (AAPL) stake by 4.4% in Q2 2026, buying an estimated $753K and bringing the position to 62,103 shares worth $18M. The position accounts for 4.5% of the portfolio, ranked #7.

Sandy Cove Advisors first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 6,092 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Sandy Cove Advisors held 62,103 shares of Apple worth $18M as of Q2 2026.
  • Sandy Cove Advisors bought 2,634 Apple shares in Q2 2026, an estimated $753K.
  • Apple made up 4.5% of Sandy Cove Advisors's portfolio in Q2 2026, its #7 holding.
  • Sandy Cove Advisors first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 6,092 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Sandy Cove Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.