VFG
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Victory Financial Group’s Apple AAPL Stock Holding History

Victory 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 		$16.2M Sell
56,147
-1,378
-2% -$394K 1.7% 13
2026
Q1 		$14.6M Buy
57,525
+397
+0.7% +$103K 1.79% 13
2025
Q4 		$15.5M Buy
57,128
+570
+1% +$153K 1.95% 11
2025
Q3 		$14.4M Buy
56,558
+8,078
+17% +$1.82M 1.98% 12
2025
Q2 		$9.95M Buy
48,480
+15,340
+46% +$3.1M 1.58% 17
2025
Q1 		$7.37M Buy
33,140
+8,253
+33% +$1.91M 1.42% 15
2024
Q4 		$6.23M Buy
+24,887
New +$5.87M 1.64% 11
2024
Q2 		$3.94M Buy
18,729
+6,165
+49% +$1.15M 1.85% 12
2024
Q1 		$2.15M Sell
12,564
-1,643
-12% -$299K 1.28% 16
2023
Q4 		$2.74M Buy
+14,207
New +$2.62M 1.85% 13

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

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

Victory Financial Group reduced its Apple (AAPL) stake by 2.4% in Q2 2026, selling an estimated $394K and leaving 56,147 shares worth $16.2M. The position accounts for 1.7% of the portfolio, ranked #13.

Victory Financial Group first reported a position in AAPL in Q4 2023 and has held it in 10 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Victory Financial Group held 56,147 shares of Apple worth $16.2M as of Q2 2026.
  • Victory Financial Group sold 1,378 Apple shares in Q2 2026, an estimated $394K.
  • Apple made up 1.7% of Victory Financial Group's portfolio in Q2 2026, its #13 holding.
  • Victory Financial Group first reported a position in Apple in Q4 2023 and has held it in 10 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Victory Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.