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Sunrise Financial Services’s Apple AAPL Stock Holding History

Sunrise 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 		$522K Buy
1,805
+123
+7% +$35.2K 0.31% 37
2026
Q1 		$427K Sell
1,682
-83
-5% -$21.6K 0.3% 39
2025
Q4 		$480K Buy
+1,765
New +$474K 0.36% 31

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

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

Sunrise Financial Services increased its Apple (AAPL) stake by 7.3% in Q2 2026, buying an estimated $35.2K and bringing the position to 1,805 shares worth $522K. The position accounts for 0.31% of the portfolio, ranked #37.

Sunrise Financial Services first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. 6,096 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Sunrise Financial Services held 1,805 shares of Apple worth $522K as of Q2 2026.
  • Sunrise Financial Services bought 123 Apple shares in Q2 2026, an estimated $35.2K.
  • Apple made up 0.31% of Sunrise Financial Services's portfolio in Q2 2026, its #37 holding.
  • Sunrise Financial Services first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
  • 6,096 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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