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Vista Finance’s Apple AAPL Stock Holding History

Vista Finance’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 		$1.85M Buy
6,408
+673
+12% +$193K 1.04% 12
2026
Q1 		$1.46M Sell
5,735
-365
-6% -$95K 1.16% 11
2025
Q4 		$1.66M Buy
6,100
+338
+6% +$90.7K 1.1% 11
2025
Q3 		$1.47M Buy
5,762
+1
+0% +$226 0.97% 13
2025
Q2 		$1.18M Hold
5,761
– – 1.02% 14
2025
Q1 		$1.28M Hold
5,761
– – 1.11% 17
2024
Q4 		$1.44M Sell
5,761
-39
-0.7% -$9.19K 1.48% 16
2024
Q3 		$1.35M Buy
5,800
+28
+0.5% +$6.25K 1.83% 13
2024
Q2 		$1.22M Buy
5,772
+130
+2% +$24.2K 1.86% 13
2024
Q1 		$967K Buy
5,642
+353
+7% +$64.2K 2.41% 15
2023
Q4 		$1.02M Buy
5,289
+33
+0.6% +$6.09K 2.16% 13
2023
Q3 		$900K Sell
5,256
-282
-5% -$51.7K 1.31% 17
2023
Q2 		$1.07M Buy
5,538
+117
+2% +$20.4K 1.68% 14
2023
Q1 		$894K Buy
5,421
+1,541
+40% +$227K 1.27% 15
2022
Q4 		$504K Sell
3,880
-3,412
-47% -$488K 0.71% 17
2022
Q3 		$1.01M Sell
7,292
-4,902
-40% -$769K 1.23% 15
2022
Q2 		$1.67M Sell
12,194
-2,208
-15% -$334K 2.18% 12
2022
Q1 		$2.52M Buy
14,402
+3,051
+27% +$513K 3.73% 8
2021
Q4 		$2.02M Buy
+11,351
New +$1.79M 2.08% 11

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

Vista Finance's AAPL Position: Q2 2026 in Review

Vista Finance increased its Apple (AAPL) stake by 12% in Q2 2026, buying an estimated $193K and bringing the position to 6,408 shares worth $1.85M. The position accounts for 1.04% of the portfolio, ranked #12.

Vista Finance first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.52M in Q1 2022. 6,088 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Vista Finance held 6,408 shares of Apple worth $1.85M as of Q2 2026.
  • Vista Finance bought 673 Apple shares in Q2 2026, an estimated $193K.
  • Apple made up 1.04% of Vista Finance's portfolio in Q2 2026, its #12 holding.
  • Vista Finance first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • Vista Finance's Apple position peaked at $2.52M in Q1 2022.
  • 6,088 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Vista Finance's 13F filing for Q2 2026, filed 16 Jul 2026.