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44 Wealth Management’s Apple AAPL Stock Holding History

44 Wealth Management’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 		$11.3M Buy
39,217
+10,086
+35% +$2.88M 3.76% 3
2026
Q1 		$7.39M Buy
29,131
+903
+3% +$235K 2.59% 3
2025
Q4 		$7.67M Sell
28,228
-97
-0.3% -$26K 2.58% 3
2025
Q3 		$7.21M Buy
28,325
+4,055
+17% +$916K 2.45% 3
2025
Q2 		$4.98M Sell
24,270
-96
-0.4% -$19.4K 1.76% 3
2025
Q1 		$5.41M Buy
24,366
+1,128
+5% +$261K 2.03% 3
2024
Q4 		$5.82M Sell
23,238
-1,091
-4% -$257K 2.24% 3
2024
Q3 		$5.61M Buy
+24,329
New +$5.43M 1.98% 3
2023
Q2 		$5.9M Sell
30,414
-182
-0.6% -$31.7K 2.01% 7
2023
Q1 		$5.05M Sell
30,596
-629
-2% -$92.8K 1.71% 13
2022
Q4 		$4.06M Buy
31,225
+765
+3% +$109K 1.4% 17
2022
Q3 		$4.21M Sell
30,460
-62
-0.2% -$9.73K 1.73% 14
2022
Q2 		$4.17M Sell
30,522
-191
-0.6% -$28.9K 1.61% 14
2022
Q1 		$5.36M Sell
30,713
-811
-3% -$136K 1.93% 14
2021
Q4 		$5.6M Buy
31,524
+232
+0.7% +$36.7K 1.94% 12
2021
Q3 		$4.43M Sell
31,292
-322
-1% -$47.4K 1.69% 14
2021
Q2 		$4.33M Sell
31,614
-1,832
-5% -$237K 1.67% 13
2021
Q1 		$4.08M Buy
33,446
+1,141
+4% +$146K 1.71% 13
2020
Q4 		$4.29M Buy
+32,305
New +$3.89M 1.95% 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

44 Wealth Management's AAPL Position: Q2 2026 in Review

44 Wealth Management increased its Apple (AAPL) stake by 35% in Q2 2026, buying an estimated $2.88M and bringing the position to 39,217 shares worth $11.3M. The position accounts for 3.76% of the portfolio, ranked #3.

44 Wealth Management first reported a position in AAPL in Q4 2020 and has held it in 19 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • 44 Wealth Management held 39,217 shares of Apple worth $11.3M as of Q2 2026.
  • 44 Wealth Management bought 10,086 Apple shares in Q2 2026, an estimated $2.88M.
  • Apple made up 3.76% of 44 Wealth Management's portfolio in Q2 2026, its #3 holding.
  • 44 Wealth Management first reported a position in Apple in Q4 2020 and has held it in 19 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on 44 Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.