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Tilson Financial Group’s Apple AAPL Stock Holding History

Tilson Financial Group’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
8,720
-146
-2% -$41.8K 0.69% 29
2026
Q1 		$2.25M Buy
8,866
+1,261
+17% +$328K 0.68% 31
2025
Q4 		$2.07M Sell
7,605
-13
-0.2% -$3.49K 0.64% 31
2025
Q3 		$1.94M Sell
7,618
-2
-0% -$452 0.64% 29
2025
Q2 		$1.56M Buy
7,620
+780
+11% +$158K 0.59% 28
2025
Q1 		$1.52M Buy
6,840
+385
+6% +$89.2K 0.6% 30
2024
Q4 		$1.62M Sell
6,455
-206
-3% -$48.5K 0.66% 30
2024
Q3 		$1.55M Buy
6,661
+5
+0.1% +$1.12K 0.67% 28
2024
Q2 		$1.4M Sell
6,656
-535
-7% -$99.8K 1.42% 16
2024
Q1 		$1.23M Sell
7,191
-10
-0.1% -$1.82K 0.66% 31
2023
Q4 		$1.39M Buy
7,201
+44
+0.6% +$8.12K 0.89% 28
2023
Q3 		$1.23M Buy
+7,157
New +$1.31M 0.96% 26
2023
Q2 		– Sell
-7,212
Closed -$1.19M – 29
2023
Q1 		$1.19M Sell
7,212
-398
-5% -$58.7K 0.97% 26
2022
Q4 		$989K Buy
+7,610
New +$1.09M 0.84% 27

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

Tilson Financial Group's AAPL Position: Q2 2026 in Review

Tilson Financial Group reduced its Apple (AAPL) stake by 1.6% in Q2 2026, selling an estimated $41.8K and leaving 8,720 shares worth $2.52M. The position accounts for 0.69% of the portfolio, ranked #29.

Tilson Financial Group first reported a position in AAPL in Q4 2022 and has held it in 14 quarters since. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Tilson Financial Group held 8,720 shares of Apple worth $2.52M as of Q2 2026.
  • Tilson Financial Group sold 146 Apple shares in Q2 2026, an estimated $41.8K.
  • Apple made up 0.69% of Tilson Financial Group's portfolio in Q2 2026, its #29 holding.
  • Tilson Financial Group first reported a position in Apple in Q4 2022 and has held it in 14 quarters since.
  • 6,089 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Tilson Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.