WF
AAPL icon

Williams Financial’s Apple AAPL Stock Holding History

Williams 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 		$1.99M Sell
6,865
-564
-8% -$161K 1.03% 17
2026
Q1 		$1.89M Sell
7,429
-463
-6% -$120K 1.1% 16
2025
Q4 		$2.15M Sell
7,892
-15
-0.2% -$4.03K 1.24% 16
2025
Q3 		$2.01M Buy
7,907
+458
+6% +$103K 2.08% 6
2025
Q2 		$1.53M Buy
7,449
+4,414
+145% +$891K 1.67% 6
2025
Q1 		$674K Buy
3,035
+2,127
+234% +$493K 0.47% 12
2024
Q4 		$227K Sell
908
-22
-2% -$5.18K 0.14% 15
2024
Q3 		$217K Buy
+930
New +$208K 0.14% 17
2021
Q4 		– Sell
-1,458
Closed -$207K – 35
2021
Q3 		$207K Sell
1,458
-1,812
-55% -$267K 0.18% 31
2021
Q2 		$448K Buy
3,270
+1
+0% +$130 0.36% 30
2021
Q1 		$399K Buy
+3,269
New +$420K 0.34% 31

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

Williams Financial's AAPL Position: Q2 2026 in Review

Williams Financial reduced its Apple (AAPL) stake by 7.6% in Q2 2026, selling an estimated $161K and leaving 6,865 shares worth $1.99M. The position accounts for 1.03% of the portfolio, ranked #17.

Williams Financial first reported a position in AAPL in Q1 2021 and has held it in 11 quarters since. The position peaked at $2.15M in Q4 2025. 6,081 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Williams Financial held 6,865 shares of Apple worth $1.99M as of Q2 2026.
  • Williams Financial sold 564 Apple shares in Q2 2026, an estimated $161K.
  • Apple made up 1.03% of Williams Financial's portfolio in Q2 2026, its #17 holding.
  • Williams Financial first reported a position in Apple in Q1 2021 and has held it in 11 quarters since.
  • Williams Financial's Apple position peaked at $2.15M in Q4 2025.
  • 6,081 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Williams Financial's 13F filing for Q2 2026, filed 21 Jul 2026.