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Savvy Advisors Inc’s Apple AAPL Stock Holding History

Savvy Advisors Inc’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 		$98.5M Buy
340,422
+32,471
+11% +$9.29M 2.09% 6
2026
Q1 		$78.2M Buy
307,951
+62,356
+25% +$16.2M 2.09% 8
2025
Q4 		$66.8M Buy
245,595
+31,937
+15% +$8.57M 2.16% 7
2025
Q3 		$54.4M Buy
213,658
+17,910
+9% +$4.05M 2.5% 5
2025
Q2 		$40.2M Buy
195,748
+54,426
+39% +$11M 2.68% 7
2025
Q1 		$31.4M Buy
141,322
+28,186
+25% +$6.53M 3.16% 5
2024
Q4 		$28.3M Buy
113,136
+71,202
+170% +$16.8M 3.41% 5
2024
Q3 		$9.77M Buy
41,934
+13,372
+47% +$2.99M 1.98% 11
2024
Q2 		$6.02M Buy
28,562
+14,304
+100% +$2.67M 1.96% 9
2024
Q1 		$2.44M Buy
14,258
+5,093
+56% +$926K 1.41% 9
2023
Q4 		$1.76M Buy
+9,165
New +$1.69M 1.71% 9

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

Savvy Advisors Inc's AAPL Position: Q2 2026 in Review

Savvy Advisors Inc increased its Apple (AAPL) stake by 11% in Q2 2026, buying an estimated $9.29M and bringing the position to 340,422 shares worth $98.5M. The position accounts for 2.09% of the portfolio, ranked #6.

Savvy Advisors Inc first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Savvy Advisors Inc held 340,422 shares of Apple worth $98.5M as of Q2 2026.
  • Savvy Advisors Inc bought 32,471 Apple shares in Q2 2026, an estimated $9.29M.
  • Apple made up 2.09% of Savvy Advisors Inc's portfolio in Q2 2026, its #6 holding.
  • Savvy Advisors Inc first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.