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Scarborough Advisors’s Apple AAPL Stock Holding History

Scarborough 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 		$3.72M Sell
12,770
-2,719
-18% -$778K 0.43% 42
2026
Q1 		$3.93M Sell
15,489
-124
-0.8% -$32.3K 0.43% 53
2025
Q4 		$4.24M Buy
15,613
+401
+3% +$108K 0.72% 26
2025
Q3 		$3.87M Sell
15,212
-53
-0.3% -$12K 0.68% 29
2025
Q2 		$3.13M Sell
15,265
-689
-4% -$139K 0.62% 27
2025
Q1 		$3.54M Buy
15,954
+14
+0.1% +$3.24K 0.5% 44
2024
Q4 		$3.99M Buy
15,940
+51
+0.3% +$12K 0.56% 39
2024
Q3 		$3.7M Sell
15,889
-80
-0.5% -$17.9K 0.6% 34
2024
Q2 		$3.36M Buy
15,969
+450
+3% +$83.9K 1.38% 18
2024
Q1 		$2.66M Sell
15,519
-1,708
-10% -$311K 1.23% 21
2023
Q4 		$3.32M Sell
17,227
-41
-0.2% -$7.57K 0.68% 34
2023
Q3 		$2.96M Buy
17,268
+47
+0.3% +$8.62K 0.72% 33
2023
Q2 		$3.34M Buy
17,221
+402
+2% +$70K 0.8% 30
2023
Q1 		$2.77M Buy
16,819
+525
+3% +$77.5K 0.7% 34
2022
Q4 		$2.12M Sell
16,294
-1,049
-6% -$150K 0.57% 38
2022
Q3 		$2.4M Sell
17,343
-76
-0.4% -$11.9K 0.75% 32
2022
Q2 		$2.38M Buy
17,419
+174
+1% +$26.4K 0.81% 30
2022
Q1 		$3.01M Buy
17,245
+120
+0.7% +$20.2K 0.96% 26
2021
Q4 		$3.04M Buy
+17,125
New +$2.71M 1.05% 26

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

Scarborough Advisors's AAPL Position: Q2 2026 in Review

Scarborough Advisors reduced its Apple (AAPL) stake by 18% in Q2 2026, selling an estimated $778K and leaving 12,770 shares worth $3.72M. The position accounts for 0.43% of the portfolio, ranked #42.

Scarborough Advisors first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.24M in Q4 2025. 6,095 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Scarborough Advisors held 12,770 shares of Apple worth $3.72M as of Q2 2026.
  • Scarborough Advisors sold 2,719 Apple shares in Q2 2026, an estimated $778K.
  • Apple made up 0.43% of Scarborough Advisors's portfolio in Q2 2026, its #42 holding.
  • Scarborough Advisors first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • Scarborough Advisors's Apple position peaked at $4.24M in Q4 2025.
  • 6,095 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.