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Stegent Equity Advisors’s Apple AAPL Stock Holding History

Stegent Equity 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 		$2.7M Sell
9,316
-206
-2% -$58.9K 1.93% 17
2026
Q1 		$2.42M Buy
9,522
+1,204
+14% +$313K 2.06% 12
2025
Q4 		$2.26M Buy
8,318
+1,177
+16% +$316K 1.76% 16
2025
Q3 		$1.82M Sell
7,141
-626
-8% -$141K 1.48% 22
2025
Q2 		$1.59M Buy
7,767
+760
+11% +$153K 1.41% 21
2025
Q1 		$1.56M Sell
7,007
-28
-0.4% -$6.49K 1.58% 18
2024
Q4 		$1.76M Sell
7,035
-386
-5% -$91K 1.79% 19
2024
Q3 		$1.73M Sell
7,421
-466
-6% -$104K 1.91% 17
2024
Q2 		$1.66M Buy
7,887
+765
+11% +$143K 1.73% 23
2024
Q1 		$1.22M Sell
7,122
-270
-4% -$49.1K 1.24% 29
2023
Q4 		$1.42M Sell
7,392
-52
-0.7% -$9.6K 1.68% 25
2023
Q3 		$1.27M Sell
7,444
-1,604
-18% -$294K 1.61% 22
2023
Q2 		$1.75M Sell
9,048
-400
-4% -$69.7K 1.96% 17
2023
Q1 		$1.56M Sell
9,448
-632
-6% -$93.3K 1.55% 23
2022
Q4 		$1.31M Sell
10,080
-1,238
-11% -$177K 1.57% 31
2022
Q3 		$1.56M Sell
11,318
-23
-0.2% -$3.61K 2.35% 13
2022
Q2 		$1.55M Sell
11,341
-1,060
-9% -$161K 2.01% 13
2022
Q1 		$2.17M Sell
12,401
-2,157
-15% -$363K 1.82% 20
2021
Q4 		$2.59M Buy
+14,558
New +$2.3M 2.1% 16

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

Stegent Equity Advisors's AAPL Position: Q2 2026 in Review

Stegent Equity Advisors reduced its Apple (AAPL) stake by 2.2% in Q2 2026, selling an estimated $58.9K and leaving 9,316 shares worth $2.7M. The position accounts for 1.93% of the portfolio, ranked #17.

Stegent Equity Advisors first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 6,110 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Stegent Equity Advisors held 9,316 shares of Apple worth $2.7M as of Q2 2026.
  • Stegent Equity Advisors sold 206 Apple shares in Q2 2026, an estimated $58.9K.
  • Apple made up 1.93% of Stegent Equity Advisors's portfolio in Q2 2026, its #17 holding.
  • Stegent Equity Advisors first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 6,110 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Stegent Equity Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.