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
2025 Q2	–	Sell	-1,800	Closed	-$400K	–	108
2025 Q1	$400K	Buy	+1,800	New	+$417K	0.24%	70

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

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.