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Spurstone Advisory Services’s Apple AAPL Stock Holding History

Spurstone Advisory Services’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 		$1.46M Sell
4,954
-67
-1% -$19.2K 19.92% 1
2026
Q1 		$1.27M Hold
5,021
– – 21.81% 1
2025
Q4 		$1.37M Sell
5,021
-208
-4% -$55.8K 21.47% 1
2025
Q3 		$1.33M Sell
5,229
-322
-6% -$72.7K 19.1% 1
2025
Q2 		$1.14M Buy
5,551
+366
+7% +$73.9K 17.26% 1
2025
Q1 		$1.15M Buy
5,185
+109
+2% +$25.3K 22.41% 1
2024
Q4 		$1.27M Buy
+5,076
New +$1.2M 24.2% 1

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

Spurstone Advisory Services's AAPL Position: Q2 2026 in Review

Spurstone Advisory Services reduced its Apple (AAPL) stake by 1.3% in Q2 2026, selling an estimated $19.2K and leaving 4,954 shares worth $1.46M. The position accounts for 19.92% of the portfolio, ranked #1.

Spurstone Advisory Services first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Spurstone Advisory Services held 4,954 shares of Apple worth $1.46M as of Q2 2026.
  • Spurstone Advisory Services sold 67 Apple shares in Q2 2026, an estimated $19.2K.
  • Apple made up 19.92% of Spurstone Advisory Services's portfolio in Q2 2026, its #1 holding.
  • Spurstone Advisory Services first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Spurstone Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.