Sequoia Financial Advisors’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$57.9K Sell
200
-200
-50% -$57.2K ﹤0.01% 2119
2026
Q1
$102K Buy
+400
New +$104K ﹤0.01% 1853

Other funds holding AAPL

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

Sequoia Financial Advisors increased its Apple (AAPL) stake by 2% in Q2 2026, buying an estimated $10.9M and bringing the position to 1,978,445 shares worth $572M. The position accounts for 2.85% of the portfolio, ranked #4.

Sequoia Financial Advisors first reported a position in AAPL in Q4 2013 and has held it in 51 quarters since. 1,172 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Sequoia Financial Advisors held 1,978,445 shares of Apple worth $572M as of Q2 2026.
  • Sequoia Financial Advisors bought 37,955 Apple shares in Q2 2026, an estimated $10.9M.
  • Apple made up 2.85% of Sequoia Financial Advisors's portfolio in Q2 2026, its #4 holding.
  • Sequoia Financial Advisors first reported a position in Apple in Q4 2013 and has held it in 51 quarters since.
  • 1,172 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.