XF
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XML Financial’s Apple AAPL Stock Holding History

XML 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 		$33.6M Buy
115,961
+835
+0.7% +$239K 2.44% 7
2026
Q1 		$29.2M Sell
115,126
-245
-0.2% -$63.8K 2.36% 6
2025
Q4 		$31.4M Sell
115,371
-6,549
-5% -$1.76M 2.56% 5
2025
Q3 		$31M Sell
121,920
-1,017
-0.8% -$230K 2.53% 6
2025
Q2 		$25.2M Sell
122,937
-7,159
-6% -$1.45M 2.18% 7
2025
Q1 		$28.9M Sell
130,096
-1,095
-0.8% -$254K 2.7% 4
2024
Q4 		$32.9M Buy
131,191
+1,351
+1% +$318K 3.01% 2
2024
Q3 		$30.3M Sell
129,840
-1,276
-1% -$285K 2.81% 4
2024
Q2 		$27.6M Sell
131,116
-3,376
-3% -$630K 2.78% 4
2024
Q1 		$23.1M Sell
134,492
-9,618
-7% -$1.75M 2.36% 8
2023
Q4 		$27.7M Sell
144,110
-8,133
-5% -$1.5M 2.93% 3
2023
Q3 		$26.1M Buy
152,243
+489
+0.3% +$89.7K 3.12% 2
2023
Q2 		$29.4M Buy
151,754
+46
+0% +$8.02K 3.41% 1
2023
Q1 		$25M Sell
151,708
-4,328
-3% -$639K 3.05% 1
2022
Q4 		$20.3M Buy
156,036
+2,239
+1% +$320K 2.55% 1
2022
Q3 		$21.3M Buy
153,797
+75,684
+97% +$11.9M 2.95% 1
2022
Q2 		$10.7M Sell
78,113
-68,739
-47% -$10.4M 2.41% 8
2022
Q1 		$25.6M Sell
146,852
-10,074
-6% -$1.69M 3.05% 1
2021
Q4 		$27.9M Sell
156,926
-5,824
-4% -$920K 3.36% 1
2021
Q3 		$23M Buy
162,750
+88,890
+120% +$13.1M 3.07% 2
2021
Q2 		$10.1M Sell
73,860
-1,454
-2% -$188K 2.23% 9
2021
Q1 		$9.2M Sell
75,314
-3,661
-5% -$470K 2.24% 9
2020
Q4 		$10.5M Buy
78,975
+4,040
+5% +$486K 2.72% 7
2020
Q3 		$8.68M Sell
74,935
-10,489
-12% -$1.14M 2.71% 6
2020
Q2 		$7.79M Buy
85,424
+8,440
+11% +$654K 2.7% 7
2020
Q1 		$4.89M Sell
76,984
-208
-0.3% -$15.3K 2.11% 10
2019
Q4 		$5.67M Buy
+77,192
New +$4.97M 2.06% 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

XML Financial's AAPL Position: Q2 2026 in Review

XML Financial increased its Apple (AAPL) stake by 0.73% in Q2 2026, buying an estimated $239K and bringing the position to 115,961 shares worth $33.6M. The position accounts for 2.44% of the portfolio, ranked #7.

XML Financial first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • XML Financial held 115,961 shares of Apple worth $33.6M as of Q2 2026.
  • XML Financial bought 835 Apple shares in Q2 2026, an estimated $239K.
  • Apple made up 2.44% of XML Financial's portfolio in Q2 2026, its #7 holding.
  • XML Financial first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • 6,089 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.