Seneca House Advisors’s Apple AAPL Stock Holding History

Seneca House 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
2025 Q3	–	Sell	-1,500	Closed	-$308K	–	91
2025 Q2	$308K	Hold	1,500	–	–	0.13%	72
2025 Q1	$333K	Sell	1,500 -900	-38%	-$209K	0.14%	71
2024 Q4	$601K	Buy	+2,400	New	+$566K	0.24%	56

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Seneca House Advisors increased its Apple (AAPL) stake by 4.2% in Q2 2026, buying an estimated $245K and bringing the position to 21,171 shares worth $6.13M. The position accounts for 2.17% of the portfolio, ranked #16.

Seneca House Advisors first reported a position in AAPL in Q4 2017 and has held it in 35 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Seneca House Advisors held 21,171 shares of Apple worth $6.13M as of Q2 2026.
Seneca House Advisors bought 858 Apple shares in Q2 2026, an estimated $245K.
Apple made up 2.17% of Seneca House Advisors's portfolio in Q2 2026, its #16 holding.
Seneca House Advisors first reported a position in Apple in Q4 2017 and has held it in 35 quarters since.
6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Seneca House Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.