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	$1.48M	Hold	5,100	–	–	0.02%	309
2026 Q1	$1.29M	Buy	+5,100	New	+$1.33M	0.02%	312

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. 6,119 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.
6,119 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.