Sound Stewardship’s Apple AAPL Stock Holding History

Sound Stewardship’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	$1.22M	Buy	4,199 +1,111	+36%	+$318K	0.5%	31
2026 Q1	$784K	Buy	3,088 +1	+0%	+$260	0.36%	35
2025 Q4	$839K	Sell	3,087 -390	-11%	-$105K	0.4%	33
2025 Q3	$885K	Hold	3,477	–	–	0.42%	34
2025 Q2	$713K	Buy	3,477 +1	+0%	+$202	0.37%	35
2025 Q1	$772K	Buy	3,476 +219	+7%	+$50.7K	0.44%	34
2024 Q4	$816K	Buy	3,257 +91	+3%	+$21.4K	0.48%	33
2024 Q3	$738K	Buy	3,166 +111	+4%	+$24.8K	0.41%	34
2024 Q2	$644K	Hold	3,055	–	–	0.39%	35
2024 Q1	$524K	Buy	3,055 +44	+1%	+$8K	0.32%	40
2023 Q4	$580K	Hold	3,011	–	–	0.38%	41
2023 Q3	$516K	Sell	3,011 -33	-1%	-$6.05K	0.35%	44
2023 Q2	$590K	Buy	3,044 +8	+0.3%	+$1.39K	0.39%	41
2023 Q1	$501K	Sell	3,036 -70	-2%	-$10.3K	0.34%	45
2022 Q4	$404K	Buy	+3,106	New	+$444K	0.3%	46

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

Sound Stewardship's AAPL Position: Q2 2026 in Review

Sound Stewardship increased its Apple (AAPL) stake by 36% in Q2 2026, buying an estimated $318K and bringing the position to 4,199 shares worth $1.22M. The position accounts for 0.5% of the portfolio, ranked #31.

Sound Stewardship first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. 6,110 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Sound Stewardship held 4,199 shares of Apple worth $1.22M as of Q2 2026.
Sound Stewardship bought 1,111 Apple shares in Q2 2026, an estimated $318K.
Apple made up 0.5% of Sound Stewardship's portfolio in Q2 2026, its #31 holding.
Sound Stewardship first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
6,110 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Sound Stewardship's 13F filing for Q2 2026, filed 13 Jul 2026.