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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
Q2 		$1.75M Sell
6,061
-149
-2% -$42.6K 0.46% 24
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 $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

Seneca Financial Advisors's AAPL Position: Q2 2026 in Review

Seneca Financial Advisors reduced its Apple (AAPL) stake by 2.4% in Q2 2026, selling an estimated $42.6K and leaving 6,061 shares worth $1.75M. 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 23 quarters since. The position peaked at $1.86M in Q1 2025. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Seneca Financial Advisors held 6,061 shares of Apple worth $1.75M as of Q2 2026.
  • Seneca Financial Advisors sold 149 Apple shares in Q2 2026, an estimated $42.6K.
  • Apple made up 0.46% of Seneca Financial Advisors's portfolio in Q2 2026, its #24 holding.
  • Seneca Financial Advisors first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • Seneca Financial Advisors's Apple position peaked at $1.86M in Q1 2025.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Seneca Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.