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SFI Advisors’s Apple AAPL Stock Holding History

SFI 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 		$8.02M Buy
27,712
+280
+1% +$80.1K 6.92% 2
2026
Q1 		$6.96M Hold
27,432
– – 7.31% 2
2025
Q4 		$7.46M Sell
27,432
-57
-0.2% -$15.3K 4.78% 3
2025
Q3 		$7M Sell
27,489
-128
-0.5% -$28.9K 4.46% 4
2025
Q2 		$5.67M Sell
27,617
-100
-0.4% -$20.2K 3.92% 9
2025
Q1 		$6.16M Buy
27,717
+39
+0.1% +$9.04K 4.55% 3
2024
Q4 		$6.93M Buy
27,678
+8
+0% +$1.89K 4.87% 1
2024
Q3 		$6.45M Sell
27,670
-22
-0.1% -$4.91K 4.6% 2
2024
Q2 		$5.83M Buy
27,692
+100
+0.4% +$18.6K 4.49% 2
2024
Q1 		$4.73M Sell
27,592
-74
-0.3% -$13.5K 3.71% 7
2023
Q4 		$5.33M Hold
27,666
– – 4.55% 1
2023
Q3 		$4.74M Buy
27,666
+230
+0.8% +$42.2K 4.63% 1
2023
Q2 		$5.32M Sell
27,436
-262
-0.9% -$45.7K 5.05% 1
2023
Q1 		$4.57M Buy
27,698
+262
+1% +$38.7K 4.58% 2
2022
Q4 		$3.56M Sell
27,436
-2
-0% -$286 3.87% 7
2022
Q3 		$3.79M Hold
27,438
– – 4.4% 6
2022
Q2 		$3.75M Sell
27,438
-412
-1% -$62.4K 4.16% 9
2022
Q1 		$4.86M Hold
27,850
– – 2.96% 9
2021
Q4 		$5.06M Buy
+27,850
New +$4.4M 4.47% 7

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

SFI Advisors's AAPL Position: Q2 2026 in Review

SFI Advisors increased its Apple (AAPL) stake by 1% in Q2 2026, buying an estimated $80.1K and bringing the position to 27,712 shares worth $8.02M. The position accounts for 6.92% of the portfolio, ranked #2.

SFI Advisors first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 6,118 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • SFI Advisors held 27,712 shares of Apple worth $8.02M as of Q2 2026.
  • SFI Advisors bought 280 Apple shares in Q2 2026, an estimated $80.1K.
  • Apple made up 6.92% of SFI Advisors's portfolio in Q2 2026, its #2 holding.
  • SFI Advisors first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 6,118 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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