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Sowa Financial Group’s Apple AAPL Stock Holding History

Sowa Financial Group’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 		$26.7M Sell
92,288
-3,611
-4% -$1.03M 12.45% 3
2026
Q1 		$24.3M Sell
95,899
-2,756
-3% -$717K 12.06% 4
2025
Q4 		$26.8M Sell
98,655
-3,125
-3% -$839K 13.97% 3
2025
Q3 		$25.9M Sell
101,780
-3,065
-3% -$692K 14.54% 3
2025
Q2 		$21.5M Sell
104,845
-6,233
-6% -$1.26M 13.43% 3
2025
Q1 		$24.7M Sell
111,078
-2,106
-2% -$488K 16.21% 2
2024
Q4 		$28.3M Sell
113,184
-3,929
-3% -$926K 17.75% 1
2024
Q3 		$27.3M Sell
117,113
-2,462
-2% -$550K 17.25% 1
2024
Q2 		$25.2M Sell
119,575
-9,494
-7% -$1.77M 19.07% 1
2024
Q1 		$24.9M Hold
129,069
– – 20.28% 1
2023
Q4 		$24.9M Sell
129,069
-6,009
-4% -$1.11M 20.28% 1
2023
Q3 		$23.1M Sell
135,078
-1,690
-1% -$310K 17.37% 1
2023
Q2 		$26.5M Sell
136,768
-4,039
-3% -$704K 18.19% 1
2023
Q1 		$23.2M Sell
140,807
-2,408
-2% -$355K 16.62% 1
2022
Q4 		$18.6M Buy
143,215
+4,298
+3% +$614K 13.9% 1
2022
Q3 		$19.2M Buy
138,917
+9,876
+8% +$1.55M 15.17% 1
2022
Q2 		$17.6M Buy
129,041
+5,364
+4% +$812K 13.45% 2
2022
Q1 		$21.6M Buy
123,677
+469
+0.4% +$78.9K 12.95% 1
2021
Q4 		$21.9M Buy
123,208
+2,715
+2% +$429K 12.81% 1
2021
Q3 		$17.1M Buy
120,493
+6,604
+6% +$972K 11.06% 2
2021
Q2 		$15.6M Buy
113,889
+2,412
+2% +$313K 11.56% 1
2021
Q1 		$13.6M Buy
111,477
+2,732
+3% +$351K 9.6% 2
2020
Q4 		$14.4M Buy
108,745
+1,031
+1% +$124K 9.72% 2
2020
Q3 		$12.5M Buy
107,714
+3,542
+3% +$386K 8.94% 2
2020
Q2 		$9.5M Buy
104,172
+4,148
+4% +$321K 7.18% 3
2020
Q1 		$6.36M Buy
100,024
+11,344
+13% +$834K 5.59% 4
2019
Q4 		$6.51M Buy
+88,680
New +$5.71M 5.3% 4

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

Sowa Financial Group's AAPL Position: Q2 2026 in Review

Sowa Financial Group reduced its Apple (AAPL) stake by 3.8% in Q2 2026, selling an estimated $1.03M and leaving 92,288 shares worth $26.7M. The position accounts for 12.45% of the portfolio, ranked #3.

Sowa Financial Group first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. The position peaked at $28.3M in Q4 2024. 6,047 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Sowa Financial Group held 92,288 shares of Apple worth $26.7M as of Q2 2026.
  • Sowa Financial Group sold 3,611 Apple shares in Q2 2026, an estimated $1.03M.
  • Apple made up 12.45% of Sowa Financial Group's portfolio in Q2 2026, its #3 holding.
  • Sowa Financial Group first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • Sowa Financial Group's Apple position peaked at $28.3M in Q4 2024.
  • 6,047 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Sowa Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.