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STAR Financial Bank’s Apple AAPL Stock Holding History

STAR Financial Bank’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 		$2.79M Sell
11,001
-963
-8% -$251K 1.32% 17
2025
Q4 		$3.25M Sell
11,964
-2,705
-18% -$726K 1.66% 19
2025
Q3 		$3.74M Buy
14,669
+1,541
+12% +$348K 2.21% 10
2025
Q2 		$2.69M Sell
13,128
-436
-3% -$88K 1.71% 17
2025
Q1 		$3.01M Sell
13,564
-1,283
-9% -$297K 2.21% 10
2024
Q4 		$3.72M Sell
14,847
-3,677
-20% -$867K 2.68% 5
2024
Q3 		$4.32M Sell
18,524
-3,384
-15% -$756K 2.91% 4
2024
Q2 		$4.61M Sell
21,908
-764
-3% -$142K 3.55% 5
2024
Q1 		$3.89M Sell
22,672
-1,030
-4% -$187K 3.32% 6
2023
Q4 		$4.56M Buy
23,702
+477
+2% +$88.1K 4.15% 4
2023
Q3 		$3.98M Sell
23,225
-1,845
-7% -$338K 4.08% 5
2023
Q2 		$4.86M Sell
25,070
-9
-0% -$1.57K 4.54% 3
2023
Q1 		$4.14M Sell
25,079
-704
-3% -$104K 4.03% 5
2022
Q4 		$3.35M Buy
+25,783
New +$3.68M 3.32% 5

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

STAR Financial Bank's AAPL Position: Q1 2026 in Review

STAR Financial Bank reduced its Apple (AAPL) stake by 8% in Q1 2026, selling an estimated $251K and leaving 11,001 shares worth $2.79M. The position accounts for 1.32% of the portfolio, ranked #17.

STAR Financial Bank first reported a position in AAPL in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.86M in Q2 2023. 6,077 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • STAR Financial Bank held 11,001 shares of Apple worth $2.79M as of Q1 2026.
  • STAR Financial Bank sold 963 Apple shares in Q1 2026, an estimated $251K.
  • Apple made up 1.32% of STAR Financial Bank's portfolio in Q1 2026, its #17 holding.
  • STAR Financial Bank first reported a position in Apple in Q4 2022 and has held it in 14 quarters since.
  • STAR Financial Bank's Apple position peaked at $4.86M in Q2 2023.
  • 6,077 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on STAR Financial Bank's 13F filing for Q1 2026, filed 8 May 2026.