SFMG Wealth Advisors’s Apple AAPL Stock Holding History

SFMG Wealth 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	$608K	Hold	2,100	–	–	0.04%	173
2026 Q1	$533K	Buy	+2,100	New	+$547K	0.04%	182

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

SFMG Wealth Advisors's AAPL Position: Q2 2026 in Review

SFMG Wealth Advisors increased its Apple (AAPL) stake by 0.05% in Q2 2026, buying an estimated $34.6K and bringing the position to 232,048 shares worth $67.1M. The position accounts for 4.04% of the portfolio, ranked #7.

SFMG Wealth Advisors first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

SFMG Wealth Advisors held 232,048 shares of Apple worth $67.1M as of Q2 2026.
SFMG Wealth Advisors bought 121 Apple shares in Q2 2026, an estimated $34.6K.
Apple made up 4.04% of SFMG Wealth Advisors's portfolio in Q2 2026, its #7 holding.
SFMG Wealth Advisors first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.