Sunesis Advisors’s Apple AAPL Stock Holding History

Sunesis 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	$837K	Buy	2,893 +377	+15%	+$108K	0.35%	33
2026 Q1	$639K	Hold	2,516	–	–	0.29%	34
2025 Q4	$684K	Hold	2,516	–	–	0.31%	33
2025 Q3	$641K	Buy	+2,516	New	+$568K	0.3%	32
2025 Q1	$559K	Sell	2,516 -25	-1%	-$5.79K	0.3%	32
2024 Q4	$636K	Buy	2,541 +460	+22%	+$108K	0.39%	29
2024 Q3	$485K	Hold	2,081	–	–	0.29%	31
2024 Q2	$438K	Hold	2,081	–	–	0.26%	35
2024 Q1	$357K	Sell	2,081 -2,650	-56%	-$482K	0.21%	39
2023 Q4	$911K	Sell	4,731 -44	-0.9%	-$8.12K	0.56%	32
2023 Q3	$818K	Buy	+4,775	New	+$876K	0.58%	30
2023 Q1	$786K	Buy	+4,766	New	+$703K	0.57%	31

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Sunesis Advisors's AAPL Position: Q2 2026 in Review

Sunesis Advisors increased its Apple (AAPL) stake by 15% in Q2 2026, buying an estimated $108K and bringing the position to 2,893 shares worth $837K. The position accounts for 0.35% of the portfolio, ranked #33.

Sunesis Advisors first reported a position in AAPL in Q1 2023 and has held it in 12 quarters since. The position peaked at $911K in Q4 2023. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Sunesis Advisors held 2,893 shares of Apple worth $837K as of Q2 2026.
Sunesis Advisors bought 377 Apple shares in Q2 2026, an estimated $108K.
Apple made up 0.35% of Sunesis Advisors's portfolio in Q2 2026, its #33 holding.
Sunesis Advisors first reported a position in Apple in Q1 2023 and has held it in 12 quarters since.
Sunesis Advisors's Apple position peaked at $911K in Q4 2023.
6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Sunesis Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.