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Transamerica Financial Advisors’s Apple AAPL Stock Holding History

Transamerica 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
2014
Q3 		– Hold
0
– -$1K – 687
2014
Q2 		– Hold
0
– – – 593
2014
Q1 		– Sell
-252
Closed -$3K – 655
2013
Q4 		$3K Buy
+252
New +$4.76K ﹤0.01% 520
2013
Q3 		– Hold
0
– – – 500
2013
Q2 		– Hold
0
– – – 482

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

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

Transamerica Financial Advisors reduced its Apple (AAPL) stake by 52% in Q2 2026, selling an estimated $10.5M and leaving 33,214 shares worth $9.61M. The position accounts for 0.81% of the portfolio, ranked #29.

Transamerica Financial Advisors first reported a position in AAPL in Q2 2013 and has held it in 37 quarters since. The position peaked at $17.7M in Q1 2026. 6,096 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Transamerica Financial Advisors held 33,214 shares of Apple worth $9.61M as of Q2 2026.
  • Transamerica Financial Advisors sold 36,576 Apple shares in Q2 2026, an estimated $10.5M.
  • Apple made up 0.81% of Transamerica Financial Advisors's portfolio in Q2 2026, its #29 holding.
  • Transamerica Financial Advisors first reported a position in Apple in Q2 2013 and has held it in 37 quarters since.
  • Transamerica Financial Advisors's Apple position peaked at $17.7M in Q1 2026.
  • 6,096 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.