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1 North Wealth Services’s Apple AAPL Stock Holding History

1 North Wealth Services’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 		$8.21M Sell
28,357
-369
-1% -$106K 2.68% 16
2026
Q1 		$7.29M Sell
28,726
-3,404
-11% -$886K 2.63% 17
2025
Q4 		$8.73M Sell
32,130
-371
-1% -$99.6K 3.07% 11
2025
Q3 		$8.28M Sell
32,501
-49
-0.2% -$11.1K 3.39% 10
2025
Q2 		$6.68M Sell
32,550
-86
-0.3% -$17.4K 2.65% 15
2025
Q1 		$7.25M Sell
32,636
-985
-3% -$228K 3.36% 11
2024
Q4 		$8.42M Buy
+33,621
New +$7.92M 3.57% 9
2019
Q4 		$3.54M Buy
48,224
+4,744
+11% +$305K 2.19% 14
2019
Q3 		$2.44M Buy
+43,480
New +$2.27M 1.63% 18
2019
Q1 		$2.09M Buy
44,024
+696
+2% +$29.5K 1.47% 22
2018
Q4 		$1.71M Buy
+43,328
New +$2.1M 1.43% 23

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

1 North Wealth Services's AAPL Position: Q2 2026 in Review

1 North Wealth Services reduced its Apple (AAPL) stake by 1.3% in Q2 2026, selling an estimated $106K and leaving 28,357 shares worth $8.21M. The position accounts for 2.68% of the portfolio, ranked #16.

1 North Wealth Services first reported a position in AAPL in Q4 2018 and has held it in 11 quarters since. The position peaked at $8.73M in Q4 2025. 6,095 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • 1 North Wealth Services held 28,357 shares of Apple worth $8.21M as of Q2 2026.
  • 1 North Wealth Services sold 369 Apple shares in Q2 2026, an estimated $106K.
  • Apple made up 2.68% of 1 North Wealth Services's portfolio in Q2 2026, its #16 holding.
  • 1 North Wealth Services first reported a position in Apple in Q4 2018 and has held it in 11 quarters since.
  • 1 North Wealth Services's Apple position peaked at $8.73M in Q4 2025.
  • 6,095 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on 1 North Wealth Services's 13F filing for Q2 2026, filed 3 Aug 2026.