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Seneca Financial Advisors’s Apple AAPL Stock Holding History

Seneca 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
Q1 		$1.58M Buy
6,210
+154
+3% +$40.1K 0.46% 24
2025
Q4 		$1.65M Sell
6,056
-735
-11% -$197K 0.5% 25
2025
Q3 		$1.73M Sell
6,791
-97
-1% -$21.9K 0.56% 24
2025
Q2 		$1.41M Sell
6,888
-1,471
-18% -$297K 0.54% 30
2025
Q1 		$1.86M Buy
8,359
+1,258
+18% +$291K 0.9% 18
2024
Q4 		$1.78M Buy
7,101
+2
+0% +$471 0.88% 20
2024
Q3 		$1.65M Sell
7,099
-272
-4% -$60.7K 0.8% 22
2024
Q2 		$1.55M Buy
7,371
+344
+5% +$64.2K 0.8% 24
2024
Q1 		$1.21M Sell
7,027
-1,136
-14% -$207K 0.64% 31
2023
Q4 		$1.57M Sell
8,163
-229
-3% -$42.3K 0.91% 23
2023
Q3 		$1.44M Buy
8,392
+4
+0% +$734 0.98% 20
2023
Q2 		$1.63M Sell
8,388
-134
-2% -$23.4K 1.08% 21
2023
Q1 		$1.41M Buy
8,522
+1,906
+29% +$281K 0.9% 22
2022
Q4 		$860K Sell
6,616
-146
-2% -$20.9K 0.54% 26
2022
Q3 		$934K Buy
6,762
+4
+0.1% +$628 0.67% 23
2022
Q2 		$924K Buy
6,758
+5
+0.1% +$757 0.62% 25
2022
Q1 		$1.18M Buy
6,753
+6
+0.1% +$1.01K 0.72% 22
2021
Q4 		$1.2M Buy
6,747
+1,126
+20% +$178K 0.71% 21
2021
Q3 		$795K Buy
5,621
+71
+1% +$10.5K 0.53% 24
2021
Q2 		$760K Buy
5,550
+7
+0.1% +$907 0.5% 24
2021
Q1 		$677K Buy
5,543
+1,239
+29% +$159K 0.48% 23
2020
Q4 		$571K Buy
+4,304
New +$518K 0.43% 26

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Seneca Financial Advisors's AAPL Position: Q1 2026 in Review

Seneca Financial Advisors increased its Apple (AAPL) stake by 2.5% in Q1 2026, buying an estimated $40.1K and bringing the position to 6,210 shares worth $1.58M. The position accounts for 0.46% of the portfolio, ranked #24.

Seneca Financial Advisors first reported a position in AAPL in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.86M in Q1 2025. 6,072 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Seneca Financial Advisors held 6,210 shares of Apple worth $1.58M as of Q1 2026.
  • Seneca Financial Advisors bought 154 Apple shares in Q1 2026, an estimated $40.1K.
  • Apple made up 0.46% of Seneca Financial Advisors's portfolio in Q1 2026, its #24 holding.
  • Seneca Financial Advisors first reported a position in Apple in Q4 2020 and has held it in 22 quarters since.
  • Seneca Financial Advisors's Apple position peaked at $1.86M in Q1 2025.
  • 6,072 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Seneca Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.