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Snider Financial Group’s Apple AAPL Stock Holding History

Snider Financial Group’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 		$6.2M Sell
21,410
-8,544
-29% -$2.44M 1.58% 18
2026
Q1 		$7.6M Sell
29,954
-11,365
-28% -$2.96M 2.29% 14
2025
Q4 		$11.2M Sell
41,319
-2,148
-5% -$577K 2.99% 8
2025
Q3 		$11.1M Sell
43,467
-1,359
-3% -$307K 3.02% 6
2025
Q2 		$9.2M Buy
44,826
+405
+0.9% +$81.8K 2.65% 8
2025
Q1 		$9.87M Sell
44,421
-2,356
-5% -$546K 3.21% 6
2024
Q4 		$11.7M Buy
46,777
+16,771
+56% +$3.95M 3.63% 6
2024
Q3 		$6.99M Sell
30,006
-818
-3% -$183K 2.56% 9
2024
Q2 		$6.49M Buy
30,824
+300
+1% +$55.9K 2.51% 10
2024
Q1 		$5.23M Buy
30,524
+5,019
+20% +$913K 2.18% 15
2023
Q4 		$4.91M Buy
25,505
+1,193
+5% +$220K 2.26% 16
2023
Q3 		$4.16M Buy
24,312
+793
+3% +$145K 2.01% 16
2023
Q2 		$4.56M Buy
23,519
+431
+2% +$75.1K 2.18% 13
2023
Q1 		$3.81M Buy
23,088
+5,958
+35% +$879K 2.03% 13
2022
Q4 		$2.23M Buy
17,130
+3,192
+23% +$456K 1.23% 28
2022
Q3 		$2.04M Buy
+13,938
New +$2.19M 1.11% 30
2022
Q2 		– Sell
-1,318
Closed -$230K – 59
2022
Q1 		$230K Sell
1,318
-1,120
-46% -$188K 0.1% 61
2021
Q4 		$444K Buy
2,438
+1,088
+81% +$172K 0.19% 47
2021
Q3 		$202K Sell
1,350
-1,090
-45% -$160K 0.09% 63
2021
Q2 		$357K Buy
+2,440
New +$316K 0.17% 50

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

Snider Financial Group's AAPL Position: Q2 2026 in Review

Snider Financial Group reduced its Apple (AAPL) stake by 29% in Q2 2026, selling an estimated $2.44M and leaving 21,410 shares worth $6.2M. The position accounts for 1.58% of the portfolio, ranked #18.

Snider Financial Group first reported a position in AAPL in Q2 2021 and has held it in 20 quarters since. The position peaked at $11.7M in Q4 2024. 6,093 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Snider Financial Group held 21,410 shares of Apple worth $6.2M as of Q2 2026.
  • Snider Financial Group sold 8,544 Apple shares in Q2 2026, an estimated $2.44M.
  • Apple made up 1.58% of Snider Financial Group's portfolio in Q2 2026, its #18 holding.
  • Snider Financial Group first reported a position in Apple in Q2 2021 and has held it in 20 quarters since.
  • Snider Financial Group's Apple position peaked at $11.7M in Q4 2024.
  • 6,093 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Snider Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.