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Valley Financial Group’s Apple AAPL Stock Holding History

Valley 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 		$2.24M Sell
7,747
-65
-0.8% -$18.6K 1.11% 13
2026
Q1 		$1.98M Sell
7,812
-1,083
-12% -$282K 1.07% 15
2025
Q4 		$2.42M Buy
8,895
+4,201
+89% +$1.13M 1.36% 12
2025
Q3 		$1.2M Sell
4,694
-66
-1% -$14.9K 0.68% 23
2025
Q2 		$977K Sell
4,760
-419
-8% -$84.6K 0.59% 26
2025
Q1 		$1.15M Sell
5,179
-1,139
-18% -$264K 0.76% 24
2024
Q4 		$1.58M Buy
6,318
+32
+0.5% +$7.54K 1.1% 19
2024
Q3 		$1.46M Buy
6,286
+1
+0% +$223 1.02% 21
2024
Q2 		$1.32M Sell
6,285
-121
-2% -$22.6K 0.97% 21
2024
Q1 		$1.1M Sell
6,406
-163
-2% -$29.6K 0.84% 23
2023
Q4 		$1.26M Buy
+6,569
New +$1.21M 0.99% 21

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

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

Valley Financial Group reduced its Apple (AAPL) stake by 0.83% in Q2 2026, selling an estimated $18.6K and leaving 7,747 shares worth $2.24M. The position accounts for 1.11% of the portfolio, ranked #13.

Valley Financial Group first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.42M in Q4 2025. 6,135 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Valley Financial Group held 7,747 shares of Apple worth $2.24M as of Q2 2026.
  • Valley Financial Group sold 65 Apple shares in Q2 2026, an estimated $18.6K.
  • Apple made up 1.11% of Valley Financial Group's portfolio in Q2 2026, its #13 holding.
  • Valley Financial Group first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • Valley Financial Group's Apple position peaked at $2.42M in Q4 2025.
  • 6,135 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Valley Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.