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Aaron Wealth Advisors’s Apple AAPL Stock Holding History

Aaron Wealth Advisors’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 		$59.2M Buy
204,480
+3,366
+2% +$963K 3.01% 8
2026
Q1 		$51M Sell
201,114
-32,944
-14% -$8.57M 2.9% 8
2025
Q4 		$63.6M Buy
234,058
+47,105
+25% +$12.6M 3.48% 6
2025
Q3 		$47.6M Buy
186,953
+73,801
+65% +$16.7M 2.82% 8
2025
Q2 		$23.2M Buy
113,152
+6,843
+6% +$1.38M 2.37% 9
2025
Q1 		$23.6M Buy
106,309
+1,037
+1% +$240K 2.71% 6
2024
Q4 		$26.4M Buy
105,272
+7,501
+8% +$1.77M 3.06% 6
2024
Q3 		$22.8M Buy
97,771
+13,669
+16% +$3.05M 2.71% 8
2024
Q2 		$17.7M Buy
84,102
+3,398
+4% +$634K 2.46% 8
2024
Q1 		$13.8M Buy
80,704
+3,304
+4% +$601K 1.98% 11
2023
Q4 		$14.9M Sell
77,400
-155,313
-67% -$28.7M 2.47% 9
2023
Q3 		$39.8M Buy
232,713
+2,257
+1% +$414K 5.14% 7
2023
Q2 		$44.7M Buy
230,456
+3,196
+1% +$557K 5.81% 4
2023
Q1 		$37.5M Buy
227,260
+8,780
+4% +$1.3M 5.15% 5
2022
Q4 		$28.4M Buy
218,480
+3,935
+2% +$562K 4.15% 5
2022
Q3 		$29.6M Buy
214,545
+50,532
+31% +$7.93M 5.47% 5
2022
Q2 		$22.4M Sell
164,013
-25,911,072
-99% -$3.92B 5.64% 4
2022
Q1 		$149M Buy
26,075,085
+25,989,570
+30,392% +$4.37B 2.07% 9
2021
Q4 		$15.2M Buy
85,515
+7,114
+9% +$1.12M 4.24% 5
2021
Q3 		$11.1M Buy
78,401
+3,394
+5% +$500K 3.13% 8
2021
Q2 		$10.3M Sell
75,007
-9
-0% -$1.17K 3.38% 7
2021
Q1 		$9.16M Sell
75,016
-685
-0.9% -$87.9K 3.36% 7
2020
Q4 		$10M Buy
+75,701
New +$9.11M 3.68% 7

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

Aaron Wealth Advisors's AAPL Position: Q2 2026 in Review

Aaron Wealth Advisors increased its Apple (AAPL) stake by 1.7% in Q2 2026, buying an estimated $963K and bringing the position to 204,480 shares worth $59.2M. The position accounts for 3.01% of the portfolio, ranked #8.

Aaron Wealth Advisors first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. The position peaked at $149M in Q1 2022. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Aaron Wealth Advisors held 204,480 shares of Apple worth $59.2M as of Q2 2026.
  • Aaron Wealth Advisors bought 3,366 Apple shares in Q2 2026, an estimated $963K.
  • Apple made up 3.01% of Aaron Wealth Advisors's portfolio in Q2 2026, its #8 holding.
  • Aaron Wealth Advisors first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • Aaron Wealth Advisors's Apple position peaked at $149M in Q1 2022.
  • 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.