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Sherwood Financial Partners’s Apple AAPL Stock Holding History

Sherwood Financial Partners’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 		$256K Hold
883
– – 0.21% 8
2026
Q1 		$224K Hold
883
– – 0.2% 8
2025
Q4 		$240K Hold
883
– – 0.21% 8
2025
Q3 		$225K Buy
+883
New +$199K 0.2% 8
2025
Q2 		– Sell
-918
Closed -$204K – 9
2025
Q1 		$204K Sell
918
-81
-8% -$18.8K 0.2% 8
2024
Q4 		$250K Buy
+999
New +$235K 0.25% 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

Sherwood Financial Partners's AAPL Position: Q2 2026 in Review

Sherwood Financial Partners held its Apple (AAPL) position steady in Q2 2026 at 883 shares worth $256K. The position accounts for 0.21% of the portfolio, ranked #8.

Sherwood Financial Partners first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. 6,079 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Sherwood Financial Partners held 883 shares of Apple worth $256K as of Q2 2026.
  • Sherwood Financial Partners left its Apple share count unchanged in Q2 2026.
  • Apple made up 0.21% of Sherwood Financial Partners's portfolio in Q2 2026, its #8 holding.
  • Sherwood Financial Partners first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
  • 6,079 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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