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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 		$4.89M Sell
16,900
-3,200
-16% -$915K 0.27% 97
2026
Q1 		$5.1M Buy
+20,100
New +$5.23M 0.32% 81
2025
Q4 		– Sell
-24,200
Closed -$11.3K – 529
2025
Q3 		$11.3K Buy
24,200
+6,100
+34% +$1.38M ﹤0.01% 474
2025
Q2 		$16K Hold
18,100
– – ﹤0.01% 392
2025
Q1 		$44.8K Buy
+18,100
New +$4.19M ﹤0.01% 363

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

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.