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Symphony Financial’s Apple AAPL Stock Holding History

Symphony 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 		$23.3M Buy
82,235
+4,648
+6% +$1.33M 2.55% 5
2026
Q1 		$19.3M Buy
77,587
+3,278
+4% +$853K 2.56% 6
2025
Q4 		$20.3M Sell
74,309
-19,966
-21% -$5.36M 2.72% 5
2025
Q3 		$24M Buy
94,275
+249
+0.3% +$56.3K 2.93% 5
2025
Q2 		$19.9M Buy
94,026
+65,043
+224% +$13.1M 2.61% 7
2025
Q1 		$5.69M Sell
28,983
-47,548
-62% -$11M 3.37% 8
2024
Q4 		$17.1M Sell
76,531
-3,903
-5% -$920K 2.68% 7
2024
Q3 		$18.3M Buy
80,434
+2,015
+3% +$450K 3.02% 5
2024
Q2 		$16.9M Buy
78,419
+18,327
+30% +$3.42M 3.08% 5
2024
Q1 		$10.3M Sell
60,092
-14,435
-19% -$2.62M 2.4% 9
2023
Q4 		$13.7M Buy
74,527
+66,481
+826% +$12.3M 2.94% 7
2023
Q3 		$1.39M Sell
8,046
-54,377
-87% -$9.97M 0.34% 57
2023
Q2 		$11.8M Sell
62,423
-3,105
-5% -$541K 2.91% 7
2023
Q1 		$10.7M Sell
65,528
-375
-0.6% -$55.3K 2.76% 7
2022
Q4 		$8.43M Buy
65,903
+7,623
+13% +$1.09M 2.23% 12
2022
Q3 		$8.3M Sell
58,280
-7,125
-11% -$1.12M 2.71% 6
2022
Q2 		$9.16M Sell
65,405
-19,597
-23% -$2.97M 2.71% 9
2022
Q1 		$14.4M Buy
85,002
+32,527
+62% +$5.47M 3.39% 8
2021
Q4 		$9.55M Buy
52,475
+12,741
+32% +$2.01M 2.65% 10
2021
Q3 		$5.67M Sell
39,734
-8,721
-18% -$1.28M 1.98% 11
2021
Q2 		$6.63M Sell
48,455
-38,725
-44% -$5.02M 2.26% 12
2021
Q1 		$12.2M Buy
87,180
+24,782
+40% +$3.18M 3.23% 7
2020
Q4 		$8.07M Buy
62,398
+2,440
+4% +$293K 2.9% 5
2020
Q3 		$6.94M Buy
59,958
+11,358
+23% +$1.24M 2.83% 5
2020
Q2 		$4.43M Buy
48,600
+4,652
+11% +$360K 2.14% 8
2020
Q1 		$2.8M Buy
+43,948
New +$3.23M 1.93% 10

Other funds holding AAPL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Symphony Financial's AAPL Position: Q2 2026 in Review

Symphony Financial increased its Apple (AAPL) stake by 6% in Q2 2026, buying an estimated $1.33M and bringing the position to 82,235 shares worth $23.3M. The position accounts for 2.55% of the portfolio, ranked #5.

Symphony Financial first reported a position in AAPL in Q1 2020 and has held it in 26 quarters since. The position peaked at $24M in Q3 2025. 3,446 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Symphony Financial held 82,235 shares of Apple worth $23.3M as of Q2 2026.
  • Symphony Financial bought 4,648 Apple shares in Q2 2026, an estimated $1.33M.
  • Apple made up 2.55% of Symphony Financial's portfolio in Q2 2026, its #5 holding.
  • Symphony Financial first reported a position in Apple in Q1 2020 and has held it in 26 quarters since.
  • Symphony Financial's Apple position peaked at $24M in Q3 2025.
  • 3,446 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.