Stack Financial Management’s Apple AAPL Stock Holding History

Stack Financial Management’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	$1.59M	Hold	5,487	–	–	0.12%	43
2026 Q1	$1.39M	Sell	5,487 -687	-11%	-$179K	0.1%	43
2025 Q4	$1.68M	Buy	6,174 +4,158	+206%	+$1.12M	0.13%	45
2025 Q3	$513K	Sell	2,016 -80	-4%	-$18.1K	0.04%	45
2025 Q2	$430K	Sell	2,096 -45	-2%	-$9.09K	0.04%	44
2025 Q1	$476K	Buy	2,141 +120	+6%	+$27.8K	0.04%	47
2024 Q4	$506K	Sell	2,021 -80	-4%	-$18.9K	0.05%	44
2024 Q3	$490K	Hold	2,101	–	–	0.04%	43
2024 Q2	$443K	Buy	+2,101	New	+$392K	0.04%	44
2024 Q1	–	Sell	-1,101	Closed	-$212K	–	47
2023 Q4	$212K	Buy	+1,101	New	+$203K	0.02%	42
2023 Q3	–	Sell	-1,231	Closed	-$239K	–	41
2023 Q2	$239K	Buy	+1,231	New	+$215K	0.03%	39

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Stack Financial Management's AAPL Position: Q2 2026 in Review

Stack Financial Management held its Apple (AAPL) position steady in Q2 2026 at 5,487 shares worth $1.59M. The position accounts for 0.12% of the portfolio, ranked #43.

Stack Financial Management first reported a position in AAPL in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.68M in Q4 2025. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Stack Financial Management held 5,487 shares of Apple worth $1.59M as of Q2 2026.
Stack Financial Management left its Apple share count unchanged in Q2 2026.
Apple made up 0.12% of Stack Financial Management's portfolio in Q2 2026, its #43 holding.
Stack Financial Management first reported a position in Apple in Q2 2023 and has held it in 11 quarters since.
Stack Financial Management's Apple position peaked at $1.68M in Q4 2025.
6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Stack Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.