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Spectrum Financial Alliance’s Apple AAPL Stock Holding History

Spectrum Financial Alliance’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
Q1 		$216K Sell
850
-7
-0.8% -$1.82K 0.04% 28
2025
Q4 		$233K Sell
857
-76
-8% -$20.4K 0.05% 27
2025
Q3 		$238K Buy
+933
New +$211K 0.06% 22
2019
Q1 		– Sell
-3,116
Closed -$122K – 16
2018
Q4 		$122K Sell
3,116
-208
-6% -$10.1K 0.09% 18
2018
Q3 		$187K Buy
3,324
+28
+0.8% +$1.46K 0.12% 13
2018
Q2 		$152K Hold
3,296
– – 0.1% 16
2018
Q1 		$138K Buy
+3,296
New +$142K 0.09% 15

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Spectrum Financial Alliance's AAPL Position: Q1 2026 in Review

Spectrum Financial Alliance reduced its Apple (AAPL) stake by 0.82% in Q1 2026, selling an estimated $1.82K and leaving 850 shares worth $216K. The position accounts for 0.04% of the portfolio, ranked #28.

Spectrum Financial Alliance first reported a position in AAPL in Q1 2018 and has held it in 7 quarters since. The position peaked at $238K in Q3 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Spectrum Financial Alliance held 850 shares of Apple worth $216K as of Q1 2026.
  • Spectrum Financial Alliance sold 7 Apple shares in Q1 2026, an estimated $1.82K.
  • Apple made up 0.04% of Spectrum Financial Alliance's portfolio in Q1 2026, its #28 holding.
  • Spectrum Financial Alliance first reported a position in Apple in Q1 2018 and has held it in 7 quarters since.
  • Spectrum Financial Alliance's Apple position peaked at $238K in Q3 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Spectrum Financial Alliance's 13F filing for Q1 2026, filed 1 May 2026.