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Adapt Wealth Advisors’s Apple AAPL Stock Holding History

Adapt 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 		$2.82M Sell
9,743
-1,731
-15% -$495K 0.92% 25
2026
Q1 		$2.91M Sell
11,474
-1,277
-10% -$332K 1.05% 23
2025
Q4 		$3.47M Sell
12,751
-180
-1% -$48.3K 1.19% 20
2025
Q3 		$3.29M Buy
12,931
+6,674
+107% +$1.51M 1.22% 20
2025
Q2 		$1.28M Buy
6,257
+30
+0.5% +$6.06K 0.57% 26
2025
Q1 		$1.38M Sell
6,227
-254
-4% -$58.8K 0.67% 25
2024
Q4 		$1.62M Buy
6,481
+57
+0.9% +$13.4K 0.8% 27
2024
Q3 		$1.5M Buy
6,424
+87
+1% +$19.4K 0.8% 27
2024
Q2 		$1.33M Buy
6,337
+1,276
+25% +$238K 0.84% 27
2024
Q1 		$868K Buy
+5,061
New +$920K 0.62% 28

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

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

Adapt Wealth Advisors reduced its Apple (AAPL) stake by 15% in Q2 2026, selling an estimated $495K and leaving 9,743 shares worth $2.82M. The position accounts for 0.92% of the portfolio, ranked #25.

Adapt Wealth Advisors first reported a position in AAPL in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.47M in Q4 2025. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Adapt Wealth Advisors held 9,743 shares of Apple worth $2.82M as of Q2 2026.
  • Adapt Wealth Advisors sold 1,731 Apple shares in Q2 2026, an estimated $495K.
  • Apple made up 0.92% of Adapt Wealth Advisors's portfolio in Q2 2026, its #25 holding.
  • Adapt Wealth Advisors first reported a position in Apple in Q1 2024 and has held it in 10 quarters since.
  • Adapt Wealth Advisors's Apple position peaked at $3.47M in Q4 2025.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Adapt Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.