Succession Financial’s Apple AAPL Stock Holding History

Succession 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	$930K	Buy	+3,214	New	+$919K	0.88%	14

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Succession Financial's AAPL Position: Q2 2026 in Review

Succession Financial opened a new position in Apple (AAPL) in Q2 2026: 3,214 shares worth $930K. The stake represents 0.88% of the portfolio and ranks #14 among its holdings.

5,890 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Succession Financial held 3,214 shares of Apple worth $930K as of Q2 2026.
Apple was a new Succession Financial position in Q2 2026.
Apple made up 0.88% of Succession Financial's portfolio in Q2 2026, its #14 holding.
5,890 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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