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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
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 		$9.67M Sell
55,378
-56,920
-51% -$9.57M 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% -$13.3K 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% +$9.78K 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 $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Searcy Financial Services's AAPL Position: Q2 2026 in Review

Searcy Financial Services reduced its Apple (AAPL) stake by 1.9% in Q2 2026, selling an estimated $266K and leaving 46,910 shares worth $13.6M. The position accounts for 4.55% of the portfolio, ranked #11.

Searcy Financial Services first reported a position in AAPL in Q4 2018 and has held it in 31 quarters since. The position peaked at $19.9M in Q4 2021. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Searcy Financial Services held 46,910 shares of Apple worth $13.6M as of Q2 2026.
  • Searcy Financial Services sold 929 Apple shares in Q2 2026, an estimated $266K.
  • Apple made up 4.55% of Searcy Financial Services's portfolio in Q2 2026, its #11 holding.
  • Searcy Financial Services first reported a position in Apple in Q4 2018 and has held it in 31 quarters since.
  • Searcy Financial Services's Apple position peaked at $19.9M in Q4 2021.
  • 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Searcy Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.