49 Wealth Management’s Apple AAPL Stock Holding History

49 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	$5.74M	Sell	19,837 -8,096	-29%	-$2.32M	1.09%	28
2026 Q1	$7.09M	Buy	27,933 +200	+0.7%	+$52K	0.53%	22
2025 Q4	$7.54M	Sell	27,733 -271,187	-91%	-$72.8M	0.61%	21
2025 Q3	$15.4M	Buy	298,920 +40,543	+16%	+$9.16M	1.46%	15
2025 Q2	$16.6M	Buy	258,377 +230,850	+839%	+$46.6M	1.77%	14
2025 Q1	$6.11M	Sell	27,527 -1,686	-6%	-$391K	0.74%	26
2024 Q4	$7.32M	Buy	29,213 +633	+2%	+$149K	1.04%	22
2024 Q3	$6.66M	Sell	28,580 -1,251	-4%	-$279K	1.08%	20
2024 Q2	$6.47M	Buy	29,831 +4,627	+18%	+$863K	1.28%	20
2024 Q1	$4.29M	Buy	25,204 +2,312	+10%	+$420K	0.92%	23
2023 Q4	$4.41M	Buy	+22,892	New	+$4.23M	1.13%	22

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

49 Wealth Management reduced its Apple (AAPL) stake by 29% in Q2 2026, selling an estimated $2.32M and leaving 19,837 shares worth $5.74M. The position accounts for 1.09% of the portfolio, ranked #28.

49 Wealth Management first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. The position peaked at $16.6M in Q2 2025. 6,124 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

49 Wealth Management held 19,837 shares of Apple worth $5.74M as of Q2 2026.
49 Wealth Management sold 8,096 Apple shares in Q2 2026, an estimated $2.32M.
Apple made up 1.09% of 49 Wealth Management's portfolio in Q2 2026, its #28 holding.
49 Wealth Management first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
49 Wealth Management's Apple position peaked at $16.6M in Q2 2025.
6,124 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.