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Able Wealth Management’s Apple AAPL Stock Holding History

Able 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 		$5.34M Buy
18,932
+1,394
+8% +$399K 1.22% 25
2026
Q1 		$4.45M Buy
17,538
+16,351
+1,378% +$4.26M 1.19% 29
2025
Q4 		$323K Sell
1,187
-12,832
-92% -$3.44M 0.1% 88
2025
Q3 		$3.57M Buy
14,019
+1,264
+10% +$286K 1.34% 23
2025
Q2 		$2.62M Buy
12,755
+824
+7% +$166K 1.32% 21
2025
Q1 		$2.65M Buy
11,931
+152
+1% +$35.2K 1.56% 19
2024
Q4 		$2.95M Buy
11,779
+728
+7% +$172K 1.94% 12
2024
Q3 		$2.58M Sell
11,051
-34
-0.3% -$7.59K 1.95% 13
2024
Q2 		$2.33M Buy
11,085
+114
+1% +$21.3K 1.92% 13
2024
Q1 		$1.88M Buy
10,971
+80
+0.7% +$14.5K 1.64% 15
2023
Q4 		$2.1M Buy
+10,891
New +$2.01M 1.9% 12

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

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

Able Wealth Management increased its Apple (AAPL) stake by 7.9% in Q2 2026, buying an estimated $399K and bringing the position to 18,932 shares worth $5.34M. The position accounts for 1.22% of the portfolio, ranked #25.

Able Wealth Management first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 6,127 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Able Wealth Management held 18,932 shares of Apple worth $5.34M as of Q2 2026.
  • Able Wealth Management bought 1,394 Apple shares in Q2 2026, an estimated $399K.
  • Apple made up 1.22% of Able Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Able Wealth Management first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • 6,127 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Able Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.