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Sovereign Investment Advisors’s Apple AAPL Stock Holding History

Sovereign 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 		$662K Buy
2,289
+558
+32% +$160K 0.12% 52
2026
Q1 		$439K Buy
+1,731
New +$450K 0.09% 57
2025
Q1 		– Sell
-9,390
Closed -$2.35M – 34
2024
Q4 		$2.35M Buy
+9,390
New +$2.21M 0.7% 27

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

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

Sovereign Investment Advisors increased its Apple (AAPL) stake by 32% in Q2 2026, buying an estimated $160K and bringing the position to 2,289 shares worth $662K. The position accounts for 0.12% of the portfolio, ranked #52.

Sovereign Investment Advisors first reported a position in AAPL in Q4 2024 and has held it in 3 quarters since. The position peaked at $2.35M in Q4 2024. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Sovereign Investment Advisors held 2,289 shares of Apple worth $662K as of Q2 2026.
  • Sovereign Investment Advisors bought 558 Apple shares in Q2 2026, an estimated $160K.
  • Apple made up 0.12% of Sovereign Investment Advisors's portfolio in Q2 2026, its #52 holding.
  • Sovereign Investment Advisors first reported a position in Apple in Q4 2024 and has held it in 3 quarters since.
  • Sovereign Investment Advisors's Apple position peaked at $2.35M in Q4 2024.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Sovereign Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.