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Seros Financial’s Apple AAPL Stock Holding History

Seros Financial’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 		$1.31M Sell
4,541
-19
-0.4% -$5.43K 0.68% 21
2026
Q1 		$1.16M Sell
4,560
-300
-6% -$78.1K 0.74% 20
2025
Q4 		$1.32M Sell
4,860
-65
-1% -$17.4K 0.78% 22
2025
Q3 		$1.25M Sell
4,925
-299
-6% -$67.5K 0.76% 22
2025
Q2 		$1.07M Sell
5,224
-147
-3% -$29.7K 0.68% 21
2025
Q1 		$1.19M Sell
5,371
-556
-9% -$129K 0.89% 19
2024
Q4 		$1.25M Buy
+5,927
New +$1.4M 1.12% 18

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

Seros Financial's AAPL Position: Q2 2026 in Review

Seros Financial reduced its Apple (AAPL) stake by 0.42% in Q2 2026, selling an estimated $5.43K and leaving 4,541 shares worth $1.31M. The position accounts for 0.68% of the portfolio, ranked #21.

Seros Financial first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.32M in Q4 2025. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Seros Financial held 4,541 shares of Apple worth $1.31M as of Q2 2026.
  • Seros Financial sold 19 Apple shares in Q2 2026, an estimated $5.43K.
  • Apple made up 0.68% of Seros Financial's portfolio in Q2 2026, its #21 holding.
  • Seros Financial first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • Seros Financial's Apple position peaked at $1.32M in Q4 2025.
  • 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Seros Financial's 13F filing for Q2 2026, filed 13 Aug 2026.