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SC&H Financial Advisors’s Apple AAPL Stock Holding History

SC&H Financial 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 		$11.6M Sell
40,034
-190
-0.5% -$54.3K 1.54% 13
2026
Q1 		$10.2M Sell
40,224
-249
-0.6% -$64.8K 1.54% 15
2025
Q4 		$11M Buy
40,473
+2,989
+8% +$802K 1.7% 14
2025
Q3 		$9.54M Sell
37,484
-2,851
-7% -$644K 1.56% 16
2025
Q2 		$8.28M Sell
40,335
-205
-0.5% -$41.4K 1.41% 17
2025
Q1 		$9.01M Buy
40,540
+770
+2% +$178K 1.77% 15
2024
Q4 		$9.96M Buy
39,770
+2,731
+7% +$644K 2.06% 12
2024
Q3 		$8.63M Sell
37,039
-252
-0.7% -$56.3K 1.89% 14
2024
Q2 		$7.85M Sell
37,291
-2,365
-6% -$441K 1.92% 13
2024
Q1 		$6.8M Buy
39,656
+1,443
+4% +$262K 1.77% 13
2023
Q4 		$7.36M Sell
38,213
-141
-0.4% -$26K 2.12% 12
2023
Q3 		$6.57M Sell
38,354
-4,828
-11% -$885K 2.18% 13
2023
Q2 		$8.38M Buy
43,182
+2,861
+7% +$499K 2.77% 11
2023
Q1 		$6.65M Buy
40,321
+4,951
+14% +$731K 2.42% 12
2022
Q4 		$4.6M Sell
35,370
-1,792
-5% -$256K 1.9% 14
2022
Q3 		$5.14M Sell
37,162
-4,952
-12% -$777K 2.57% 11
2022
Q2 		$5.76M Buy
42,114
+5,417
+15% +$820K 2.68% 10
2022
Q1 		$6.41M Sell
36,697
-1,164
-3% -$196K 3.05% 7
2021
Q4 		$6.72M Buy
+37,861
New +$5.98M 3.71% 5

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

SC&H Financial Advisors's AAPL Position: Q2 2026 in Review

SC&H Financial Advisors reduced its Apple (AAPL) stake by 0.47% in Q2 2026, selling an estimated $54.3K and leaving 40,034 shares worth $11.6M. The position accounts for 1.54% of the portfolio, ranked #13.

SC&H Financial Advisors first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 6,110 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • SC&H Financial Advisors held 40,034 shares of Apple worth $11.6M as of Q2 2026.
  • SC&H Financial Advisors sold 190 Apple shares in Q2 2026, an estimated $54.3K.
  • Apple made up 1.54% of SC&H Financial Advisors's portfolio in Q2 2026, its #13 holding.
  • SC&H Financial Advisors first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 6,110 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.