USA FINANCIAL FORMULAS’s Apple AAPL Stock Holding History

USA FINANCIAL FORMULAS’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	$1.51M	Buy	+5,223	New	+$1.49M	0.28%	28

Other funds holding AAPL

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

USA FINANCIAL FORMULAS's AAPL Position: Q2 2026 in Review

USA FINANCIAL FORMULAS opened a new position in Apple (AAPL) in Q2 2026: 5,223 shares worth $1.51M. The stake represents 0.28% of the portfolio and ranks #28 among its holdings.

3,461 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

USA FINANCIAL FORMULAS held 5,223 shares of Apple worth $1.51M as of Q2 2026.
Apple was a new USA FINANCIAL FORMULAS position in Q2 2026.
Apple made up 0.28% of USA FINANCIAL FORMULAS's portfolio in Q2 2026, its #28 holding.
3,461 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on USA FINANCIAL FORMULAS's 13F filing for Q2 2026, filed 4 Aug 2026.