Valmark Advisers’s Apple AAPL Stock Holding History

Valmark Advisers’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	$58.9M	Sell	203,556 -3,034	-1%	-$868K	0.63%	34
2026 Q1	$52.4M	Sell	206,590 -703	-0.3%	-$183K	0.62%	34
2025 Q4	$56.4M	Buy	207,293 +4,841	+2%	+$1.3M	0.69%	30
2025 Q3	$51.6M	Buy	202,452 +401	+0.2%	+$90.6K	0.67%	30
2025 Q2	$41.5M	Buy	202,051 +6,569	+3%	+$1.33M	0.58%	31
2025 Q1	$43.4M	Sell	195,482 -2,817	-1%	-$653K	0.66%	30
2024 Q4	$49.7M	Buy	198,299 +1,123	+0.6%	+$265K	0.77%	29
2024 Q3	$45.9M	Buy	197,176 +1,998	+1%	+$446K	0.72%	29
2024 Q2	$41.1M	Buy	195,178 +4,802	+3%	+$896K	0.7%	29
2024 Q1	$32.6M	Buy	190,376 +12,323	+7%	+$2.24M	0.57%	31
2023 Q4	$34.3M	Buy	178,053 +8,560	+5%	+$1.58M	0.64%	31
2023 Q3	$29M	Buy	169,493 +445	+0.3%	+$81.6K	0.6%	33
2023 Q2	$32.8M	Buy	169,048 +3,429	+2%	+$598K	0.67%	31
2023 Q1	$27.3M	Buy	165,619 +3,598	+2%	+$531K	0.59%	35
2022 Q4	$21.1M	Buy	162,021 +879	+0.5%	+$126K	0.49%	39
2022 Q3	$22.3M	Buy	161,142 +2,807	+2%	+$441K	0.45%	37
2022 Q2	$21.6M	Buy	158,335 +14,652	+10%	+$2.22M	0.42%	37
2022 Q1	$25.1M	Buy	143,683 +3,698	+3%	+$622K	0.44%	35
2021 Q4	$24.9M	Buy	139,985 +10,341	+8%	+$1.63M	0.43%	33
2021 Q3	$18.3M	Buy	129,644 +1,731	+1%	+$255K	0.34%	33
2021 Q2	$17.5M	Sell	127,913 -1,187	-0.9%	-$154K	0.32%	33
2021 Q1	$15.8M	Buy	129,100 +3,553	+3%	+$456K	0.3%	33
2020 Q4	$16.7M	Buy	125,547 +20,080	+19%	+$2.42M	0.34%	32
2020 Q3	$12.2M	Buy	105,467 +1,987	+2%	+$217K	0.28%	34
2020 Q2	$9.44M	Buy	103,480 +8,304	+9%	+$643K	0.22%	34
2020 Q1	$6.05M	Sell	95,176 -5,236	-5%	-$385K	0.16%	39
2019 Q4	$7.37M	Buy	100,412 +3,584	+4%	+$231K	0.16%	34
2019 Q3	$5.42M	Buy	96,828 +2,576	+3%	+$135K	0.12%	41
2019 Q2	$4.66M	Sell	94,252 -1,600	-2%	-$78K	0.1%	42
2019 Q1	$4.55M	Buy	95,852 +880	+0.9%	+$37.3K	0.1%	45
2018 Q4	$3.75M	Buy	94,972 +17,304	+22%	+$839K	0.09%	45
2018 Q3	$4.38M	Buy	77,668 +36	+0%	+$1.88K	0.1%	42
2018 Q2	$3.59M	Buy	77,632 +4,256	+6%	+$193K	0.08%	43
2018 Q1	$3.08M	Sell	73,376 -3,712	-5%	-$160K	0.07%	44
2017 Q4	$3.26M	Buy	77,088 +42,208	+121%	+$1.76M	0.07%	40
2017 Q3	$1.34M	Buy	34,880 +532	+2%	+$20.6K	0.03%	41
2017 Q2	$1.24M	Buy	34,348 +1,752	+5%	+$64.8K	0.03%	42
2017 Q1	$1.17M	Sell	32,596 -900	-3%	-$29.6K	0.03%	41
2016 Q4	$970K	Buy	33,496 +360	+1%	+$10.2K	0.02%	43
2016 Q3	$937K	Sell	33,136 -796	-2%	-$21.1K	0.02%	41
2016 Q2	$811K	Buy	33,932 +2,784	+9%	+$69.2K	0.02%	40
2016 Q1	$849K	Buy	31,148 +7,560	+32%	+$188K	0.02%	38
2015 Q4	$621K	Sell	23,588 -1,112	-5%	-$31.8K	0.02%	39
2015 Q3	$681K	Buy	24,700 +768	+3%	+$22.5K	0.02%	37
2015 Q2	$750K	Sell	23,932 -816	-3%	-$26.1K	0.02%	36
2015 Q1	$770K	Sell	24,748 -64	-0.3%	-$1.93K	0.02%	35
2014 Q4	$685K	Buy	24,812 +204	+0.8%	+$5.55K	0.02%	35
2014 Q3	$620K	Buy	24,608 +136	+0.6%	+$3.34K	0.01%	35
2014 Q2	$569K	Sell	24,472 -1,092	-4%	-$23.2K	0.01%	36
2014 Q1	$490K	Buy	25,564 +1,624	+7%	+$30.9K	0.01%	37
2013 Q4	$480K	Buy	23,940 +2,800	+13%	+$52.9K	0.01%	40
2013 Q3	$360K	Hold	21,140	–	–	0.01%	40
2013 Q2	$299K	Buy	+21,140	New	+$325K	0.01%	39

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Valmark Advisers's AAPL Position: Q2 2026 in Review

Valmark Advisers reduced its Apple (AAPL) stake by 1.5% in Q2 2026, selling an estimated $868K and leaving 203,556 shares worth $58.9M. The position accounts for 0.63% of the portfolio, ranked #34.

Valmark Advisers first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Valmark Advisers held 203,556 shares of Apple worth $58.9M as of Q2 2026.
Valmark Advisers sold 3,034 Apple shares in Q2 2026, an estimated $868K.
Apple made up 0.63% of Valmark Advisers's portfolio in Q2 2026, its #34 holding.
Valmark Advisers first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.