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Vest Financial’s Apple AAPL Stock Holding History

Vest Financial’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 		$117M Buy
403,159
+64,498
+19% +$18.4M 1.22% 9
2026
Q1 		$85.9M Buy
338,661
+28,197
+9% +$7.34M 1.03% 9
2025
Q4 		$84.4M Sell
310,464
-11,865
-4% -$3.19M 1.07% 9
2025
Q3 		$82.1M Buy
322,329
+48,671
+18% +$11M 1.07% 7
2025
Q2 		$56.1M Buy
273,658
+1,909
+0.7% +$386K 0.79% 45
2025
Q1 		$60.4M Buy
271,749
+83,423
+44% +$19.3M 0.94% 26
2024
Q4 		$47.2M Buy
188,326
+22,555
+14% +$5.32M 0.83% 66
2024
Q3 		$38.6M Buy
165,771
+33,826
+26% +$7.55M 0.74% 68
2024
Q2 		$27.8M Buy
131,945
+3,670
+3% +$684K 0.67% 68
2024
Q1 		$22M Buy
+128,275
New +$23.3M 0.58% 69
2023
Q1 		– Sell
-2,821
Closed -$367K – 111
2022
Q4 		$367K Buy
+2,821
New +$403K 0.06% 105

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

Vest Financial's AAPL Position: Q2 2026 in Review

Vest Financial increased its Apple (AAPL) stake by 19% in Q2 2026, buying an estimated $18.4M and bringing the position to 403,159 shares worth $117M. The position accounts for 1.22% of the portfolio, ranked #9.

Vest Financial first reported a position in AAPL in Q4 2022 and has held it in 11 quarters since. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Vest Financial held 403,159 shares of Apple worth $117M as of Q2 2026.
  • Vest Financial bought 64,498 Apple shares in Q2 2026, an estimated $18.4M.
  • Apple made up 1.22% of Vest Financial's portfolio in Q2 2026, its #9 holding.
  • Vest Financial first reported a position in Apple in Q4 2022 and has held it in 11 quarters since.
  • 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.