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Tobias Financial Advisors’s Apple AAPL Stock Holding History

Tobias Financial 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 		$7.09M Sell
24,509
-59
-0.2% -$16.9K 0.9% 22
2026
Q1 		$6.24M Sell
24,568
-2,016
-8% -$525K 0.87% 23
2025
Q4 		$7.23M Buy
26,584
+3,455
+15% +$928K 1.02% 21
2025
Q3 		$5.89M Buy
23,129
+1,130
+5% +$255K 0.89% 23
2025
Q2 		$4.51M Sell
21,999
-38
-0.2% -$7.67K 0.77% 25
2025
Q1 		$4.89M Buy
22,037
+653
+3% +$151K 0.95% 23
2024
Q4 		$5.35M Buy
21,384
+1,157
+6% +$273K 1.08% 23
2024
Q3 		$4.71M Sell
20,227
-874
-4% -$195K 0.94% 23
2024
Q2 		$4.44M Buy
21,101
+650
+3% +$121K 0.96% 23
2024
Q1 		$3.51M Buy
20,451
+1,413
+7% +$257K 0.79% 28
2023
Q4 		$3.67M Buy
19,038
+373
+2% +$68.9K 0.89% 28
2023
Q3 		$3.2M Sell
18,665
-24
-0.1% -$4.4K 0.84% 31
2023
Q2 		$3.63M Sell
18,689
-240
-1% -$41.8K 0.98% 30
2023
Q1 		$3.12M Buy
18,929
+1,472
+8% +$217K 0.92% 30
2022
Q4 		$2.27M Buy
17,457
+150
+0.9% +$21.4K 0.75% 34
2022
Q3 		$2.39M Sell
17,307
-3,615
-17% -$567K 0.84% 29
2022
Q2 		$2.86M Buy
20,922
+2,005
+11% +$304K 0.96% 27
2022
Q1 		$3.3M Sell
18,917
-223,274
-92% -$37.5M 1.14% 23
2021
Q4 		$43M Buy
242,191
+224,325
+1,256% +$35.5M 3.38% 6
2021
Q3 		$2.53M Buy
17,866
+687
+4% +$101K 0.95% 21
2021
Q2 		$2.35M Sell
17,179
-15
-0.1% -$1.94K 0.93% 24
2021
Q1 		$2.1M Sell
17,194
-950
-5% -$122K 0.89% 24
2020
Q4 		$2.41M Sell
18,144
-1,407
-7% -$169K 1.1% 20
2020
Q3 		$2.26M Buy
19,551
+863
+5% +$94.2K 1.24% 19
2020
Q2 		$1.7M Sell
18,688
-7,792
-29% -$604K 1% 24
2020
Q1 		$1.68M Buy
26,480
+4
+0% +$294 1.22% 19
2019
Q4 		$1.94M Buy
+26,476
New +$1.7M 1.24% 18

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

Tobias Financial Advisors's AAPL Position: Q2 2026 in Review

Tobias Financial Advisors reduced its Apple (AAPL) stake by 0.24% in Q2 2026, selling an estimated $16.9K and leaving 24,509 shares worth $7.09M. The position accounts for 0.9% of the portfolio, ranked #22.

Tobias Financial Advisors first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. The position peaked at $43M in Q4 2021. 6,092 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Tobias Financial Advisors held 24,509 shares of Apple worth $7.09M as of Q2 2026.
  • Tobias Financial Advisors sold 59 Apple shares in Q2 2026, an estimated $16.9K.
  • Apple made up 0.9% of Tobias Financial Advisors's portfolio in Q2 2026, its #22 holding.
  • Tobias Financial Advisors first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • Tobias Financial Advisors's Apple position peaked at $43M in Q4 2021.
  • 6,092 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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