WFAG
AAPL icon

Worth Financial Advisory Group’s Apple AAPL Stock Holding History

Worth Financial Advisory Group’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 		$8.27M Buy
28,583
+27,999
+4,794% +$8.01M 3.45% 2
2026
Q1 		$1.85M Sell
584
-26,294
-98% -$6.84M 0.81% 20
2025
Q4 		$7.31M Buy
26,878
+475
+2% +$128K 3.54% 4
2025
Q3 		$6.72M Sell
26,403
-289
-1% -$65.3K 3.77% 4
2025
Q2 		$5.48M Buy
26,692
+1,080
+4% +$218K 3.36% 4
2025
Q1 		$5.69M Buy
25,612
+395
+2% +$91.5K 3.62% 3
2024
Q4 		$6.31M Sell
25,217
-13,997
-36% -$3.3M 3.89% 3
2024
Q3 		$9.14M Buy
39,214
+13,085
+50% +$2.92M 5.37% 2
2024
Q2 		$5.5M Sell
26,129
-236
-0.9% -$44K 3.61% 4
2024
Q1 		$4.52M Buy
26,365
+1,419
+6% +$258K 3.13% 5
2023
Q4 		$4.8M Buy
24,946
+113
+0.5% +$20.9K 3.84% 3
2023
Q3 		$4.25M Buy
24,833
+605
+2% +$111K 3.83% 3
2023
Q2 		$4.7M Sell
24,228
-619
-2% -$108K 4.36% 2
2023
Q1 		$4.1M Buy
24,847
+768
+3% +$113K 3.91% 3
2022
Q4 		$3.13M Buy
+24,079
New +$3.44M 3.63% 3

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

Worth Financial Advisory Group's AAPL Position: Q2 2026 in Review

Worth Financial Advisory Group increased its Apple (AAPL) stake by 4,794% in Q2 2026, buying an estimated $8.01M and bringing the position to 28,583 shares worth $8.27M. The position accounts for 3.45% of the portfolio, ranked #2.

Worth Financial Advisory Group first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.14M in Q3 2024. 6,096 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Worth Financial Advisory Group held 28,583 shares of Apple worth $8.27M as of Q2 2026.
  • Worth Financial Advisory Group bought 27,999 Apple shares in Q2 2026, an estimated $8.01M.
  • Apple made up 3.45% of Worth Financial Advisory Group's portfolio in Q2 2026, its #2 holding.
  • Worth Financial Advisory Group first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • Worth Financial Advisory Group's Apple position peaked at $9.14M in Q3 2024.
  • 6,096 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.