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Tandem Financial’s Apple AAPL Stock Holding History

Tandem 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 		$2.52M Sell
8,712
-187
-2% -$53.5K 0.76% 34
2026
Q1 		$2.26M Buy
8,899
+291
+3% +$75.7K 0.72% 36
2025
Q4 		$2.16M Sell
8,608
-304
-3% -$81.6K 2.58% 11
2025
Q3 		$2.27M Buy
8,912
+534
+6% +$121K 0.84% 34
2025
Q2 		$1.72M Buy
8,378
+21
+0.3% +$4.24K 1.6% 20
2025
Q1 		$1.86M Buy
+8,357
New +$1.94M 2.01% 15

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 $3.38T AUM 44.17% 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

Tandem Financial's AAPL Position: Q2 2026 in Review

Tandem Financial reduced its Apple (AAPL) stake by 2.1% in Q2 2026, selling an estimated $53.5K and leaving 8,712 shares worth $2.52M. The position accounts for 0.76% of the portfolio, ranked #34.

Tandem Financial first reported a position in AAPL in Q1 2025 and has held it in 6 quarters since. 6,150 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Tandem Financial held 8,712 shares of Apple worth $2.52M as of Q2 2026.
  • Tandem Financial sold 187 Apple shares in Q2 2026, an estimated $53.5K.
  • Apple made up 0.76% of Tandem Financial's portfolio in Q2 2026, its #34 holding.
  • Tandem Financial first reported a position in Apple in Q1 2025 and has held it in 6 quarters since.
  • 6,150 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Tandem Financial's 13F filing for Q2 2026, filed 14 Aug 2026.