Searcy Financial Services
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Searcy Financial Services’s Apple AAPL Stock Holding History

Searcy Financial Services’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
Q3 		$15M Sell
45,192
-1,718
-4% -$552K 5.38% 8
2026
Q2 		$13.6M Sell
46,910
-929
-2% -$266K 4.55% 11
2026
Q1 		$12.1M Sell
47,839
-293
-0.6% -$76.3K 4.5% 12
2025
Q4 		$13.1M Sell
48,132
-1,868
-4% -$501K 4.85% 11
2025
Q3 		$12.7M Sell
50,000
-164
-0.3% -$37K 4.84% 11
2025
Q2 		$10.3M Buy
50,164
+1,168
+2% +$236K 4.18% 13
2025
Q1 		$10.9M Buy
48,996
+978
+2% +$227K 4.71% 12
2024
Q4 		$12M Sell
48,018
-816
-2% -$192K 5.55% 9
2024
Q3 		$11.4M Sell
48,834
-602
-1% -$134K 5.34% 8
2024
Q2 		$10.4M Sell
49,436
-54
-0.1% -$10.1K 5.2% 10
2024
Q1 		$8.49M Buy
49,490
+1,241
+3% +$226K 4.32% 11
2023
Q4 		$9.29M Sell
48,249
-236
-0.5% -$43.6K 5.15% 10
2023
Q3 		$8.3M Sell
48,485
-3,770
-7% -$691K 5.01% 11
2023
Q2 		$10.1M Sell
52,255
-1,048
-2% -$183K 5.89% 8
2023
Q1 		$8.79M Buy
53,303
+1,665
+3% +$246K 5.42% 8
2022
Q4 		$6.71M Buy
51,638
+5,748
+13% +$821K 3.9% 12
2022
Q3 		$6.34M Sell
45,890
-362
-0.8% -$56.8K 4.02% 11
2022
Q2 		$6.32M Sell
46,252
-9,126
-16% -$1.38M 3.93% 11
2022
Q1 		$9.7M Sell
55,378
-56,920
-51% -$9.6M 5.67% 9
2021
Q4 		$19.9M Buy
112,298
+54,179
+93% +$8.56M 8.92% 4
2021
Q3 		$8.22M Sell
58,119
-90
-0.2% -$13.2K 5.02% 9
2021
Q2 		$7.97M Buy
58,209
+579
+1% +$75K 4.83% 9
2021
Q1 		$7.04M Buy
57,630
+486
+0.9% +$62.4K 4.46% 13
2020
Q4 		$7.58M Buy
57,144
+967
+2% +$116K 4.53% 13
2020
Q3 		$6.51M Sell
56,177
-29,655
-35% -$3.24M 4.87% 10
2020
Q2 		$7.83M Sell
85,832
-2,572
-3% -$199K 6.52% 7
2020
Q1 		$5.62M Buy
88,404
+83,596
+1,739% +$6.15M 7.98% 8
2019
Q4 		$353K Buy
4,808
+152
+3% +$9.8K 0.25% 15
2019
Q3 		$261K Buy
4,656
+16
+0.3% +$837 0.19% 15
2019
Q2 		$230K Sell
4,640
-704
-13% -$34.3K 0.18% 15
2019
Q1 		$254K Buy
5,344
+80
+2% +$3.39K 0.21% 14
2018
Q4 		$208K Buy
+5,264
New +$255K 0.26% 13

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Searcy Financial Services's AAPL Position: Q3 2026 in Review

Searcy Financial Services reduced its Apple (AAPL) stake by 3.7% in Q3 2026, selling an estimated $552K and leaving 45,192 shares worth $15M. The position accounts for 5.38% of the portfolio, ranked #8.

Searcy Financial Services first reported a position in AAPL in Q4 2018 and has held it in 32 quarters since. The position peaked at $19.9M in Q4 2021. 2,914 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Searcy Financial Services held 45,192 shares of Apple worth $15M as of Q3 2026.
  • Searcy Financial Services sold 1,718 Apple shares in Q3 2026, an estimated $552K.
  • Apple made up 5.38% of Searcy Financial Services's portfolio in Q3 2026, its #8 holding.
  • Searcy Financial Services first reported a position in Apple in Q4 2018 and has held it in 32 quarters since.
  • Searcy Financial Services's Apple position peaked at $19.9M in Q4 2021.
  • 2,914 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Searcy Financial Services's 13F filing for Q3 2026, filed 7 Oct 2026.