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Schaeffer Financial’s Apple AAPL Stock Holding History

Schaeffer Financial’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 		$342K Buy
1,182
+1
+0.1% +$286 0.26% 18
2026
Q1 		$300K Hold
1,181
– – 0.25% 18
2025
Q4 		$321K Buy
1,181
+1
+0.1% +$268 0.28% 14
2025
Q3 		$300K Buy
1,180
+21
+2% +$4.74K 0.27% 13
2025
Q2 		$238K Buy
1,159
+1
+0.1% +$202 0.23% 14
2025
Q1 		$257K Buy
1,158
+1
+0.1% +$232 0.28% 14
2024
Q4 		$290K Hold
1,157
– – 0.29% 12
2024
Q3 		$269K Sell
1,157
-33
-3% -$7.37K 0.27% 14
2024
Q2 		$251K Buy
1,190
+1
+0.1% +$186 0.27% 14
2024
Q1 		$204K Buy
1,189
+1
+0.1% +$182 0.2% 17
2023
Q4 		$229K Buy
+1,188
New +$219K 0.24% 16

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

Schaeffer Financial's AAPL Position: Q2 2026 in Review

Schaeffer Financial increased its Apple (AAPL) stake by 0.08% in Q2 2026, buying an estimated $286 and bringing the position to 1,182 shares worth $342K. The position accounts for 0.26% of the portfolio, ranked #18.

Schaeffer Financial first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 6,131 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Schaeffer Financial held 1,182 shares of Apple worth $342K as of Q2 2026.
  • Schaeffer Financial bought 1 Apple share in Q2 2026, an estimated $286.
  • Apple made up 0.26% of Schaeffer Financial's portfolio in Q2 2026, its #18 holding.
  • Schaeffer Financial first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • 6,131 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Schaeffer Financial's 13F filing for Q2 2026, filed 3 Aug 2026.