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William Howard & Co Financial Advisors’s Apple AAPL Stock Holding History

William Howard & Co Financial Advisors’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 		$1.83M Sell
6,307
-100
-2% -$28.6K 1.42% 13
2026
Q1 		$1.63M Sell
6,407
-326
-5% -$84.8K 1.4% 15
2025
Q4 		$1.83M Hold
6,733
– – 1.54% 13
2025
Q3 		$1.71M Sell
6,733
-1,085
-14% -$245K 1.46% 14
2025
Q2 		$1.6M Buy
7,818
+1
+0% +$202 1.4% 14
2025
Q1 		$1.74M Sell
7,817
-232
-3% -$53.7K 1.63% 13
2024
Q4 		$2.02M Sell
8,049
-759
-9% -$179K 1.82% 11
2024
Q3 		$2.05M Sell
8,808
-64
-0.7% -$14.3K 1.75% 11
2024
Q2 		$1.87M Sell
8,872
-886
-9% -$165K 1.73% 11
2024
Q1 		$1.67M Buy
+9,758
New +$1.77M 1.57% 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

William Howard & Co Financial Advisors's AAPL Position: Q2 2026 in Review

William Howard & Co Financial Advisors reduced its Apple (AAPL) stake by 1.6% in Q2 2026, selling an estimated $28.6K and leaving 6,307 shares worth $1.83M. The position accounts for 1.42% of the portfolio, ranked #13.

William Howard & Co Financial Advisors first reported a position in AAPL in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.05M in Q3 2024. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • William Howard & Co Financial Advisors held 6,307 shares of Apple worth $1.83M as of Q2 2026.
  • William Howard & Co Financial Advisors sold 100 Apple shares in Q2 2026, an estimated $28.6K.
  • Apple made up 1.42% of William Howard & Co Financial Advisors's portfolio in Q2 2026, its #13 holding.
  • William Howard & Co Financial Advisors first reported a position in Apple in Q1 2024 and has held it in 10 quarters since.
  • William Howard & Co Financial Advisors's Apple position peaked at $2.05M in Q3 2024.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on William Howard & Co Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.