SJBenen ADVISORY’s Apple AAPL Stock Holding History

SJBenen ADVISORY’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	$5.92M	Hold	19,221	–	–	3.35%	7
2026 Q1	$4.88M	Sell	19,221 -34	-0.2%	-$8.85K	4.07%	7
2025 Q4	$5.23M	Buy	+19,255	New	+$5.17M	4.88%	6

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SJBenen ADVISORY's AAPL Position: Q2 2026 in Review

SJBenen ADVISORY held its Apple (AAPL) position steady in Q2 2026 at 19,221 shares worth $5.92M. The position accounts for 3.35% of the portfolio, ranked #7.

SJBenen ADVISORY first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. 5,890 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

SJBenen ADVISORY held 19,221 shares of Apple worth $5.92M as of Q2 2026.
SJBenen ADVISORY left its Apple share count unchanged in Q2 2026.
Apple made up 3.35% of SJBenen ADVISORY's portfolio in Q2 2026, its #7 holding.
SJBenen ADVISORY first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
5,890 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on SJBenen ADVISORY's 13F filing for Q2 2026, filed 11 Aug 2026.