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1776 Wealth’s Apple AAPL Stock Holding History

1776 Wealth’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 		$35.8M Sell
123,714
-782
-0.6% -$224K 12.61% 1
2026
Q1 		$31.6M Buy
124,496
+274
+0.2% +$71.3K 12.42% 1
2025
Q4 		$33.8M Buy
124,222
+14
+0% +$3.76K 12.71% 1
2025
Q3 		$31.6M Sell
124,208
-627
-0.5% -$142K 12.19% 1
2025
Q2 		$25.6M Sell
124,835
-28
-0% -$5.66K 10.55% 1
2025
Q1 		$27.7M Sell
124,863
-817
-0.7% -$189K 12.74% 1
2024
Q4 		$14.2M Buy
125,680
+169
+0.1% +$39.8K 6.53% 3
2024
Q3 		$29.2M Sell
125,511
-4,302
-3% -$961K 13.09% 1
2024
Q2 		$27.3M Buy
129,813
+66
+0.1% +$12.3K 12.3% 1
2024
Q1 		$22.2M Sell
129,747
-6
-0% -$1.09K 10.53% 1
2023
Q4 		$25M Buy
129,753
+3,892
+3% +$719K 12.38% 1
2023
Q3 		$21.5M Buy
125,861
+850
+0.7% +$156K 11.39% 1
2023
Q2 		$24.2M Sell
125,011
-7,733
-6% -$1.35M 12.77% 1
2023
Q1 		$21.9M Buy
132,744
+5,046
+4% +$745K 13.15% 1
2022
Q4 		$16.6M Buy
127,698
+1,569
+1% +$224K 11.89% 1
2022
Q3 		$17.4M Buy
126,129
+461
+0.4% +$72.4K 13.23% 1
2022
Q2 		$17.2M Buy
125,668
+801
+0.6% +$121K 12.06% 1
2022
Q1 		$21.8M Buy
124,867
+4,984
+4% +$838K 12.59% 1
2021
Q4 		$21.3M Buy
119,883
+3,302
+3% +$522K 11.44% 2
2021
Q3 		$16.4M Buy
116,581
+2,256
+2% +$332K 9.35% 3
2021
Q2 		$15.7M Sell
114,325
-213
-0.2% -$27.6K 8.83% 2
2021
Q1 		$13.5M Sell
114,538
-4,532
-4% -$582K 8.49% 3
2020
Q4 		$15.8M Sell
119,070
-251
-0.2% -$30.2K 9.89% 2
2020
Q3 		$13.8M Sell
119,321
-4,963
-4% -$542K 10.03% 3
2020
Q2 		$11.3M Buy
124,284
+5,148
+4% +$399K 7.78% 4
2020
Q1 		$7.57M Buy
119,136
+336
+0.3% +$24.7K 6.36% 4
2019
Q4 		$8.78M Buy
+118,800
New +$7.64M 7.47% 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

1776 Wealth's AAPL Position: Q2 2026 in Review

1776 Wealth reduced its Apple (AAPL) stake by 0.63% in Q2 2026, selling an estimated $224K and leaving 123,714 shares worth $35.8M. The position accounts for 12.61% of the portfolio, ranked #1.

1776 Wealth first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • 1776 Wealth held 123,714 shares of Apple worth $35.8M as of Q2 2026.
  • 1776 Wealth sold 782 Apple shares in Q2 2026, an estimated $224K.
  • Apple made up 12.61% of 1776 Wealth's portfolio in Q2 2026, its #1 holding.
  • 1776 Wealth first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on 1776 Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.