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Solitude Financial Services’s Apple AAPL Stock Holding History

Solitude Financial 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 		$5.65M Sell
19,514
-3
-0% -$858 1.56% 12
2026
Q1 		$5.2M Buy
19,517
+4,049
+26% +$1.05M 1.54% 12
2025
Q4 		$4.21M Buy
15,468
+1,677
+12% +$450K 1.39% 13
2025
Q3 		$3.51M Sell
13,791
-350
-2% -$79.1K 1.2% 14
2025
Q2 		$2.9M Buy
14,141
+2,149
+18% +$434K 1.05% 16
2025
Q1 		$2.66M Buy
11,992
+843
+8% +$195K 1.03% 14
2024
Q4 		$2.79M Sell
11,149
-900
-7% -$212K 1.22% 13
2024
Q3 		$2.81M Sell
12,049
-800
-6% -$179K 1.2% 13
2024
Q2 		$2.71M Sell
12,849
-908
-7% -$169K 1.26% 11
2024
Q1 		$2.36M Sell
13,757
-25,126
-65% -$4.57M 1.09% 13
2023
Q4 		$7.49M Sell
38,883
-3,359
-8% -$620K 4.1% 6
2023
Q3 		$7.23M Sell
42,242
-1,906
-4% -$350K 4.08% 6
2023
Q2 		$8.56M Buy
44,148
+9,531
+28% +$1.66M 4.85% 6
2023
Q1 		$5.71M Sell
34,617
-7,627
-18% -$1.13M 3.66% 7
2022
Q4 		$5.49M Sell
42,244
-4,818
-10% -$689K 3.76% 6
2022
Q3 		$6.5M Sell
47,062
-10,015
-18% -$1.57M 4.75% 6
2022
Q2 		$7.8M Buy
57,077
+5,210
+10% +$789K 5.47% 6
2022
Q1 		$9.06M Sell
51,867
-3,897
-7% -$655K 5.66% 8
2021
Q4 		$9.9M Sell
55,764
-7,317
-12% -$1.16M 6.59% 4
2021
Q3 		$8.93M Sell
63,081
-10,342
-14% -$1.52M 6.15% 4
2021
Q2 		$10.1M Sell
73,423
-3,176
-4% -$412K 7.29% 4
2021
Q1 		$9.36M Sell
76,599
-9,408
-11% -$1.21M 7.54% 3
2020
Q4 		$11.4M Buy
+86,007
New +$10.3M 10.03% 2

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

Solitude Financial Services's AAPL Position: Q2 2026 in Review

Solitude Financial Services reduced its Apple (AAPL) stake by 0.02% in Q2 2026, selling an estimated $858 and leaving 19,514 shares worth $5.65M. The position accounts for 1.56% of the portfolio, ranked #12.

Solitude Financial Services first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. The position peaked at $11.4M in Q4 2020. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Solitude Financial Services held 19,514 shares of Apple worth $5.65M as of Q2 2026.
  • Solitude Financial Services sold 3 Apple shares in Q2 2026, an estimated $858.
  • Apple made up 1.56% of Solitude Financial Services's portfolio in Q2 2026, its #12 holding.
  • Solitude Financial Services first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • Solitude Financial Services's Apple position peaked at $11.4M in Q4 2020.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Solitude Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.