SMI Advisory Services’s Apple AAPL Stock Holding History

SMI Advisory Services’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	$231K	Buy	+739	New	+$211K	0.04%	60
2025 Q4	–	Sell	-839	Closed	-$216K	–	60
2025 Q3	$216K	Buy	+839	New	+$190K	0.04%	50

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

SMI Advisory Services's AAPL Position: Q2 2026 in Review

SMI Advisory Services opened a new position in Apple (AAPL) in Q2 2026: 739 shares worth $231K. The stake represents 0.04% of the portfolio and ranks #60 among its holdings. This is a return to the name: SMI Advisory Services previously reported a position in AAPL as recently as Q3 2025.

SMI Advisory Services first reported a position in AAPL in Q3 2025 and has held it in 2 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

SMI Advisory Services held 739 shares of Apple worth $231K as of Q2 2026.
Apple was a new SMI Advisory Services position in Q2 2026.
Apple made up 0.04% of SMI Advisory Services's portfolio in Q2 2026, its #60 holding.
SMI Advisory Services first reported a position in Apple in Q3 2025 and has held it in 2 quarters since.
6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on SMI Advisory Services's 13F filing for Q2 2026, filed 9 Jul 2026.