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Stage Harbor Financial’s Apple AAPL Stock Holding History

Stage Harbor Financial’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 		$504K Buy
1,743
+200
+13% +$57.2K 0.29% 40
2026
Q1 		$392K Sell
1,543
-181
-10% -$47.1K 0.26% 40
2025
Q4 		$469K Sell
1,724
-160
-8% -$43K 0.32% 38
2025
Q3 		$480K Buy
1,884
+385
+26% +$87K 0.35% 36
2025
Q2 		$308K Buy
1,499
+78
+5% +$15.8K 0.25% 42
2025
Q1 		$316K Sell
1,421
-517
-27% -$120K 0.27% 45
2024
Q4 		$485K Sell
1,938
-258
-12% -$60.8K 0.42% 32
2024
Q3 		$500K Sell
2,196
-264
-11% -$59K 0.46% 25
2024
Q2 		$518K Buy
2,460
+378
+18% +$70.5K 0.5% 25
2024
Q1 		$357K Buy
2,082
+104
+5% +$18.9K 0.32% 31
2023
Q4 		$381K Buy
+1,978
New +$365K 0.37% 29

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

Stage Harbor Financial's AAPL Position: Q2 2026 in Review

Stage Harbor Financial increased its Apple (AAPL) stake by 13% in Q2 2026, buying an estimated $57.2K and bringing the position to 1,743 shares worth $504K. The position accounts for 0.29% of the portfolio, ranked #40.

Stage Harbor Financial first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. The position peaked at $518K in Q2 2024. 6,125 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Stage Harbor Financial held 1,743 shares of Apple worth $504K as of Q2 2026.
  • Stage Harbor Financial bought 200 Apple shares in Q2 2026, an estimated $57.2K.
  • Apple made up 0.29% of Stage Harbor Financial's portfolio in Q2 2026, its #40 holding.
  • Stage Harbor Financial first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • Stage Harbor Financial's Apple position peaked at $518K in Q2 2024.
  • 6,125 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Stage Harbor Financial's 13F filing for Q2 2026, filed 7 Aug 2026.