VFG
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V2 Financial group’s Apple AAPL Stock Holding History

V2 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
Q1 		$6.83M Buy
26,922
+11,090
+70% +$2.89M 3.18% 3
2025
Q4 		$4.3M Buy
15,832
+326
+2% +$87.5K 2.12% 5
2025
Q3 		$3.95M Sell
15,506
-158
-1% -$35.7K 2.19% 5
2025
Q2 		$3.21M Sell
15,664
-25
-0.2% -$5.05K 1.94% 5
2025
Q1 		$3.48M Sell
15,689
-600
-4% -$139K 2.24% 7
2024
Q4 		$4.08M Hold
16,289
– – 2.48% 6
2024
Q3 		$3.8M Hold
16,289
– – 2.45% 5
2024
Q2 		$3.55M Sell
16,289
-345
-2% -$64.3K 2.38% 7
2024
Q1 		$2.85M Buy
16,634
+1,601
+11% +$291K 1.95% 11
2023
Q4 		$2.89M Buy
15,033
+150
+1% +$27.7K 2.01% 11
2023
Q3 		$2.55M Buy
14,883
+23
+0.2% +$4.22K 1.91% 11
2023
Q2 		$2.88M Buy
14,860
+4
+0% +$697 2.07% 8
2023
Q1 		$2.45M Sell
14,856
-300
-2% -$44.3K 1.77% 10
2022
Q4 		$1.97M Hold
15,156
– – 1.56% 10
2022
Q3 		$2.09M Buy
15,156
+160
+1% +$25.1K 1.84% 11
2022
Q2 		$2.05M Buy
14,996
+800
+6% +$121K 1.65% 11
2022
Q1 		$2.48M Sell
14,196
-1,822
-11% -$306K 1.89% 11
2021
Q4 		$2.84M Sell
16,018
-348
-2% -$55K 2.21% 12
2021
Q3 		$2.32M Hold
16,366
– – 2% 11
2021
Q2 		$2.24M Sell
16,366
-146
-0.9% -$18.9K 1.9% 11
2021
Q1 		$2.02M Buy
16,512
+681
+4% +$87.4K 1.82% 11
2020
Q4 		$2.1M Buy
+15,831
New +$1.9M 2.13% 7

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

V2 Financial group's AAPL Position: Q1 2026 in Review

V2 Financial group increased its Apple (AAPL) stake by 70% in Q1 2026, buying an estimated $2.89M and bringing the position to 26,922 shares worth $6.83M. The position accounts for 3.18% of the portfolio, ranked #3.

V2 Financial group first reported a position in AAPL in Q4 2020 and has held it in 22 quarters since. 6,076 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • V2 Financial group held 26,922 shares of Apple worth $6.83M as of Q1 2026.
  • V2 Financial group bought 11,090 Apple shares in Q1 2026, an estimated $2.89M.
  • Apple made up 3.18% of V2 Financial group's portfolio in Q1 2026, its #3 holding.
  • V2 Financial group first reported a position in Apple in Q4 2020 and has held it in 22 quarters since.
  • 6,076 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on V2 Financial group's 13F filing for Q1 2026, filed 4 May 2026.