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Aberdeen Wealth Management’s Apple AAPL Stock Holding History

Aberdeen 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 		$4.2M Sell
14,527
-7,994
-35% -$2.29M 2.02% 6
2026
Q1 		$5.72M Sell
22,521
-50
-0.2% -$13K 2.6% 4
2025
Q4 		$6.14M Sell
22,571
-56
-0.2% -$15K 2.84% 4
2025
Q3 		$5.76M Hold
22,627
– – 3.62% 4
2025
Q2 		$4.64M Buy
22,627
+1
+0% +$202 3.09% 4
2025
Q1 		$5.03M Sell
22,626
-4,999
-18% -$1.16M 3.47% 3
2024
Q4 		$6.92M Buy
27,625
+1,863
+7% +$439K 4.74% 3
2024
Q3 		$6M Sell
25,762
-7,373
-22% -$1.65M 3.95% 3
2024
Q2 		$6.98M Buy
33,135
+515
+2% +$96K 4.72% 3
2024
Q1 		$5.59M Buy
32,620
+7,396
+29% +$1.34M 3.26% 5
2023
Q4 		$4.86M Sell
25,224
-7,699
-23% -$1.42M 3.52% 4
2023
Q3 		$5.64M Buy
32,923
+500
+2% +$91.7K 4.25% 3
2023
Q2 		$6.29M Sell
32,423
-1,184
-4% -$206K 4.55% 2
2023
Q1 		$5.54M Sell
33,607
-4,179
-11% -$617K 4.13% 3
2022
Q4 		$4.91M Buy
37,786
+3,682
+11% +$526K 3.7% 3
2022
Q3 		$4.71M Hold
34,104
– – 4.15% 3
2022
Q2 		$4.66M Sell
34,104
-42
-0.1% -$6.36K 3.7% 4
2022
Q1 		$5.96M Sell
34,146
-50
-0.1% -$8.41K 4.06% 3
2021
Q4 		$6.07M Buy
34,196
+176
+0.5% +$27.8K 3.96% 4
2021
Q3 		$4.81M Sell
34,020
-48
-0.1% -$7.07K 4.66% 1
2021
Q2 		$4.67M Sell
34,068
-154
-0.5% -$20K 4.3% 1
2021
Q1 		$4.18M Sell
34,222
-3,044
-8% -$391K 3.32% 3
2020
Q4 		$4.95M Buy
37,266
+2,518
+7% +$303K 3.73% 4
2020
Q3 		$4.02M Sell
34,748
-15,236
-30% -$1.66M 3.83% 3
2020
Q2 		$4.56M Buy
49,984
+1,492
+3% +$116K 4.88% 1
2020
Q1 		$3.08M Sell
48,492
-1,908
-4% -$140K 3.75% 3
2019
Q4 		$3.7M Buy
+50,400
New +$3.24M 2.76% 4

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

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

Aberdeen Wealth Management reduced its Apple (AAPL) stake by 35% in Q2 2026, selling an estimated $2.29M and leaving 14,527 shares worth $4.2M. The position accounts for 2.02% of the portfolio, ranked #6.

Aberdeen Wealth Management first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.98M in Q2 2024. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Aberdeen Wealth Management held 14,527 shares of Apple worth $4.2M as of Q2 2026.
  • Aberdeen Wealth Management sold 7,994 Apple shares in Q2 2026, an estimated $2.29M.
  • Apple made up 2.02% of Aberdeen Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Aberdeen Wealth Management first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • Aberdeen Wealth Management's Apple position peaked at $6.98M in Q2 2024.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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