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
$2.17M Buy
7,500
+400
+6% +$114K 0.01% 612
2026
Q1
$1.8M Buy
+7,100
New +$1.85M 0.01% 642
2025
Q4
Sell
-11,000
Closed -$2.95M 584
2025
Q3
$2.8M Buy
+11,000
New +$2.48M 0.02% 436
2025
Q2
Hold
0
727
2025
Q1
Hold
0
509
2024
Q4
Hold
0
769
2024
Q2
Hold
0
-$17.1K 1224
2024
Q1
Hold
0
1158

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.