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Stiles Financial Services’s Apple AAPL Stock Holding History

Stiles Financial Services’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 		$11.9M Sell
40,972
-1,072
-3% -$307K 2.98% 5
2026
Q1 		$10.7M Sell
42,044
-370
-0.9% -$96.3K 3.26% 3
2025
Q4 		$11.5M Sell
42,414
-1,602
-4% -$430K 3.55% 2
2025
Q3 		$11.2M Buy
44,016
+141
+0.3% +$31.9K 3.53% 2
2025
Q2 		$9M Buy
43,875
+49
+0.1% +$9.9K 3.11% 2
2025
Q1 		$9.74M Sell
43,826
-655
-1% -$152K 3.74% 2
2024
Q4 		$11.1M Sell
44,481
-2,766
-6% -$652K 4.03% 2
2024
Q3 		$11M Sell
47,247
-571
-1% -$128K 3.88% 2
2024
Q2 		$10.1M Sell
47,818
-4,936
-9% -$920K 3.87% 2
2024
Q1 		$9.05M Sell
52,754
-895
-2% -$163K 3.63% 2
2023
Q4 		$10.3M Sell
53,649
-727
-1% -$134K 4.69% 1
2023
Q3 		$9.31M Sell
54,376
-13
-0% -$2.38K 4.83% 1
2023
Q2 		$10.5M Sell
54,389
-3,669
-6% -$639K 5.24% 1
2023
Q1 		$9.57M Sell
58,058
-7,978
-12% -$1.18M 5.14% 1
2022
Q4 		$8.58M Sell
66,036
-7,384
-10% -$1.06M 4.9% 1
2022
Q3 		$10.1M Sell
73,420
-1,667
-2% -$262K 6.16% 1
2022
Q2 		$10.3M Sell
75,087
-266
-0.4% -$40.3K 6.17% 1
2022
Q1 		$13.2M Buy
75,353
+149
+0.2% +$25.1K 6.59% 1
2021
Q4 		$13.3M Buy
+75,204
New +$11.9M 6.44% 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

Stiles Financial Services's AAPL Position: Q2 2026 in Review

Stiles Financial Services reduced its Apple (AAPL) stake by 2.5% in Q2 2026, selling an estimated $307K and leaving 40,972 shares worth $11.9M. The position accounts for 2.98% of the portfolio, ranked #5.

Stiles Financial Services first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. The position peaked at $13.3M in Q4 2021. 6,131 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Stiles Financial Services held 40,972 shares of Apple worth $11.9M as of Q2 2026.
  • Stiles Financial Services sold 1,072 Apple shares in Q2 2026, an estimated $307K.
  • Apple made up 2.98% of Stiles Financial Services's portfolio in Q2 2026, its #5 holding.
  • Stiles Financial Services first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • Stiles Financial Services's Apple position peaked at $13.3M in Q4 2021.
  • 6,131 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Stiles Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.