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Walker Financial Services’s Apple AAPL Stock Holding History

Walker Financial Services’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 		$1.5M Sell
5,186
-1,006
-16% -$288K 0.46% 22
2026
Q1 		$1.57M Sell
6,192
-514
-8% -$134K 0.54% 22
2025
Q4 		$1.82M Sell
6,706
-5
-0.1% -$1.34K 0.66% 23
2025
Q3 		$1.71M Sell
6,711
-6
-0.1% -$1.35K 0.66% 26
2025
Q2 		$1.38M Buy
6,717
+3,405
+103% +$688K 0.63% 19
2025
Q1 		$736K Buy
3,312
+323
+11% +$74.8K 0.39% 15
2024
Q4 		$749K Buy
2,989
+86
+3% +$20.3K 0.44% 15
2024
Q3 		$676K Buy
2,903
+171
+6% +$38.2K 0.46% 15
2024
Q2 		$575K Sell
2,732
-94
-3% -$17.5K 0.45% 15
2024
Q1 		$485K Buy
2,826
+78
+3% +$14.2K 0.4% 17
2023
Q4 		$529K Sell
2,748
-12
-0.4% -$2.22K 0.55% 14
2023
Q3 		$473K Buy
2,760
+200
+8% +$36.7K 0.46% 14
2023
Q2 		$497K Buy
2,560
+343
+15% +$59.8K 0.49% 16
2023
Q1 		$366K Hold
2,217
– – 0.38% 20
2022
Q4 		$366K Sell
2,217
-580
-21% -$82.9K 0.38% 20
2022
Q3 		$387K Buy
2,797
+47
+2% +$7.38K 0.36% 17
2022
Q2 		$376K Buy
2,750
+135
+5% +$20.4K 0.37% 20
2022
Q1 		$457K Buy
+2,615
New +$440K 0.42% 18

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

Walker Financial Services's AAPL Position: Q2 2026 in Review

Walker Financial Services reduced its Apple (AAPL) stake by 16% in Q2 2026, selling an estimated $288K and leaving 5,186 shares worth $1.5M. The position accounts for 0.46% of the portfolio, ranked #22.

Walker Financial Services first reported a position in AAPL in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.82M in Q4 2025. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Walker Financial Services held 5,186 shares of Apple worth $1.5M as of Q2 2026.
  • Walker Financial Services sold 1,006 Apple shares in Q2 2026, an estimated $288K.
  • Apple made up 0.46% of Walker Financial Services's portfolio in Q2 2026, its #22 holding.
  • Walker Financial Services first reported a position in Apple in Q1 2022 and has held it in 18 quarters since.
  • Walker Financial Services's Apple position peaked at $1.82M in Q4 2025.
  • 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Walker Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.