Soltis Investment Advisors’s Apple AAPL Stock Holding History

Soltis Investment Advisors’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	$405K	Hold	1,400	–	–	0.02%	411
2026 Q1	$355K	Buy	+1,400	New	+$364K	0.02%	402

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

Soltis Investment Advisors's AAPL Position: Q2 2026 in Review

Soltis Investment Advisors reduced its Apple (AAPL) stake by 4.9% in Q2 2026, selling an estimated $3.76M and leaving 254,423 shares worth $73.6M. The position accounts for 4.1% of the portfolio, ranked #3.

Soltis Investment Advisors first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. 6,137 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Soltis Investment Advisors held 254,423 shares of Apple worth $73.6M as of Q2 2026.
Soltis Investment Advisors sold 13,154 Apple shares in Q2 2026, an estimated $3.76M.
Apple made up 4.1% of Soltis Investment Advisors's portfolio in Q2 2026, its #3 holding.
Soltis Investment Advisors first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
6,137 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.