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TFB Advisors’s Apple AAPL Stock Holding History

TFB 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 		$4.52M Buy
15,624
+118
+0.8% +$33.8K 1.99% 11
2026
Q1 		$3.94M Sell
15,506
-4,338
-22% -$1.13M 2.06% 10
2025
Q4 		$5.39M Sell
19,844
-351
-2% -$94.2K 1.51% 13
2025
Q3 		$5M Sell
20,195
-11,162
-36% -$2.52M 1.46% 13
2025
Q2 		$6.43M Buy
31,357
+1,841
+6% +$372K 1.69% 9
2025
Q1 		$6.56M Buy
29,516
+128
+0.4% +$29.7K 1.89% 6
2024
Q4 		$7.36M Buy
29,388
+136
+0.5% +$32.1K 2.1% 6
2024
Q3 		$6.82M Buy
29,252
+600
+2% +$134K 2.03% 6
2024
Q2 		$6.03M Buy
28,652
+4,181
+17% +$780K 1.97% 7
2024
Q1 		$4.14M Buy
24,471
+6,510
+36% +$1.18M 1.5% 17
2023
Q4 		$3.46M Buy
+17,961
New +$3.32M 1.77% 14
2023
Q3 		– Sell
-24,017
Closed -$4.66M – 106
2023
Q2 		$4.66M Buy
24,017
+11,925
+99% +$2.08M 2.03% 8
2023
Q1 		$1.99M Buy
12,092
+1,100
+10% +$162K 1.52% 19
2022
Q4 		$1.43M Buy
+10,992
New +$1.57M 1.2% 21

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

TFB Advisors's AAPL Position: Q2 2026 in Review

TFB Advisors increased its Apple (AAPL) stake by 0.76% in Q2 2026, buying an estimated $33.8K and bringing the position to 15,624 shares worth $4.52M. The position accounts for 1.99% of the portfolio, ranked #11.

TFB Advisors first reported a position in AAPL in Q4 2022 and has held it in 14 quarters since. The position peaked at $7.36M in Q4 2024. 6,095 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • TFB Advisors held 15,624 shares of Apple worth $4.52M as of Q2 2026.
  • TFB Advisors bought 118 Apple shares in Q2 2026, an estimated $33.8K.
  • Apple made up 1.99% of TFB Advisors's portfolio in Q2 2026, its #11 holding.
  • TFB Advisors first reported a position in Apple in Q4 2022 and has held it in 14 quarters since.
  • TFB Advisors's Apple position peaked at $7.36M in Q4 2024.
  • 6,095 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on TFB Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.