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WJ Financial Advisors’s Apple AAPL Stock Holding History

WJ 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 		$6.25M Buy
21,601
+5
+0% +$1.43K 4.59% 1
2026
Q1 		$5.48M Buy
21,596
+506
+2% +$132K 4.43% 2
2025
Q4 		$5.73M Sell
21,090
-231
-1% -$62K 5.11% 2
2025
Q3 		$5.43M Buy
+21,321
New +$4.82M 5.27% 2

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

WJ Financial Advisors's AAPL Position: Q2 2026 in Review

WJ Financial Advisors increased its Apple (AAPL) stake by 0.02% in Q2 2026, buying an estimated $1.43K and bringing the position to 21,601 shares worth $6.25M. The position accounts for 4.59% of the portfolio, ranked #1.

WJ Financial Advisors first reported a position in AAPL in Q3 2025 and has held it in 4 quarters since. 6,103 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • WJ Financial Advisors held 21,601 shares of Apple worth $6.25M as of Q2 2026.
  • WJ Financial Advisors bought 5 Apple shares in Q2 2026, an estimated $1.43K.
  • Apple made up 4.59% of WJ Financial Advisors's portfolio in Q2 2026, its #1 holding.
  • WJ Financial Advisors first reported a position in Apple in Q3 2025 and has held it in 4 quarters since.
  • 6,103 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on WJ Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.