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SS&H Financial Advisors’s Apple AAPL Stock Holding History

SS&H Financial 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 		$20.8M Buy
+71,901
New +$20.6M 5.32% 4
2025
Q4 		$19.9M Sell
73,166
-185
-0.3% -$49.7K 5.8% 4
2025
Q3 		$18.7M Buy
73,351
+235
+0.3% +$53.1K 5.68% 4
2025
Q2 		$15M Sell
73,116
-6,750
-8% -$1.36M 5.01% 4
2025
Q1 		$17.7M Sell
79,866
-870
-1% -$202K 6.62% 2
2024
Q4 		$20.2M Sell
80,736
-150
-0.2% -$35.4K 7.37% 2
2024
Q3 		$18.8M Buy
80,886
+976
+1% +$218K 6.87% 3
2024
Q2 		$16.8M Buy
79,910
+997
+1% +$186K 6.57% 4
2024
Q1 		$13.5M Buy
78,913
+50
+0.1% +$9.09K 5.64% 3
2023
Q4 		$15.2M Sell
78,863
-500
-0.6% -$92.3K 6.44% 2
2023
Q3 		$13.6M Buy
+79,363
New +$14.6M 6.36% 2
2023
Q1 		$14M Sell
85,120
-1,540
-2% -$227K 6.43% 2
2022
Q4 		$11.3M Buy
86,660
+50
+0.1% +$7.15K 5.36% 2
2022
Q3 		$12M Sell
86,610
-7,335
-8% -$1.15M 6.18% 1
2022
Q2 		$12.8M Sell
93,945
-825
-0.9% -$125K 5.93% 1
2022
Q1 		$16.5M Buy
+94,770
New +$15.9M 6.47% 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

SS&H Financial Advisors's AAPL Position: Q2 2026 in Review

SS&H Financial Advisors opened a new position in Apple (AAPL) in Q2 2026: 71,901 shares worth $20.8M. The stake represents 5.32% of the portfolio and ranks #4 among its holdings. This is a return to the name: SS&H Financial Advisors previously reported a position in AAPL as recently as Q4 2025.

SS&H Financial Advisors first reported a position in AAPL in Q1 2022 and has held it in 16 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • SS&H Financial Advisors held 71,901 shares of Apple worth $20.8M as of Q2 2026.
  • Apple was a new SS&H Financial Advisors position in Q2 2026.
  • Apple made up 5.32% of SS&H Financial Advisors's portfolio in Q2 2026, its #4 holding.
  • SS&H Financial Advisors first reported a position in Apple in Q1 2022 and has held it in 16 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on SS&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.