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Valley Forge Investment Consultants’s Apple AAPL Stock Holding History

Valley Forge Investment Consultants’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 		$1.52M Sell
5,262
-371
-7% -$106K 0.39% 24
2026
Q1 		$1.43M Buy
5,633
+3
+0.1% +$781 0.43% 26
2025
Q4 		$1.53M Sell
5,630
-1,714
-23% -$460K 0.45% 22
2025
Q3 		$1.87M Sell
7,344
-1,133
-13% -$256K 0.55% 20
2025
Q2 		$1.74M Buy
8,477
+318
+4% +$64.2K 0.56% 19
2025
Q1 		$1.81M Sell
8,159
-1,591
-16% -$369K 0.65% 20
2024
Q4 		$2.44M Buy
9,750
+63
+0.7% +$14.8K 0.84% 14
2024
Q3 		$2.26M Buy
9,687
+685
+8% +$153K 0.79% 16
2024
Q2 		$1.9M Buy
9,002
+89
+1% +$16.6K 0.72% 17
2024
Q1 		$1.53M Buy
8,913
+6
+0.1% +$1.09K 0.6% 20
2023
Q4 		$1.71M Sell
8,907
-2,428
-21% -$448K 0.76% 16
2023
Q3 		$1.94M Buy
11,335
+887
+8% +$163K 0.88% 16
2023
Q2 		$2.03M Buy
10,448
+8
+0.1% +$1.39K 1% 16
2023
Q1 		$1.72M Buy
10,440
+9
+0.1% +$1.33K 0.89% 17
2022
Q4 		$1.36M Sell
10,431
-789
-7% -$113K 0.71% 19
2022
Q3 		$1.55M Buy
11,220
+9
+0.1% +$1.41K 0.85% 18
2022
Q2 		$1.53M Buy
11,211
+219
+2% +$33.2K 0.76% 18
2022
Q1 		$1.92M Buy
10,992
+36
+0.3% +$6.05K 0.79% 19
2021
Q4 		$1.95M Sell
10,956
-1,005
-8% -$159K 0.86% 18
2021
Q3 		$1.69M Buy
11,961
+101
+0.9% +$14.9K 0.91% 21
2021
Q2 		$1.62M Buy
11,860
+1,198
+11% +$155K 0.88% 21
2021
Q1 		$1.3M Buy
10,662
+7,008
+192% +$900K 0.89% 20
2020
Q4 		$485K Buy
+3,654
New +$440K 0.42% 41

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 Forge Investment Consultants's AAPL Position: Q2 2026 in Review

Valley Forge Investment Consultants reduced its Apple (AAPL) stake by 6.6% in Q2 2026, selling an estimated $106K and leaving 5,262 shares worth $1.52M. The position accounts for 0.39% of the portfolio, ranked #24.

Valley Forge Investment Consultants first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.44M in Q4 2024. 6,136 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Valley Forge Investment Consultants held 5,262 shares of Apple worth $1.52M as of Q2 2026.
  • Valley Forge Investment Consultants sold 371 Apple shares in Q2 2026, an estimated $106K.
  • Apple made up 0.39% of Valley Forge Investment Consultants's portfolio in Q2 2026, its #24 holding.
  • Valley Forge Investment Consultants first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • Valley Forge Investment Consultants's Apple position peaked at $2.44M in Q4 2024.
  • 6,136 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Valley Forge Investment Consultants's 13F filing for Q2 2026, filed 7 Aug 2026.