AE Wealth Management’s Apple AAPL Stock Holding History

AE 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
2023 Q1	–	Sell	-16,000	Closed	-$5.28K	–	1867
2022 Q4	$5.28K	Buy	+16,000	New	+$2.29M	﹤0.01%	1805

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

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

AE Wealth Management increased its Apple (AAPL) stake by 6.1% in Q2 2026, buying an estimated $41.9M and bringing the position to 2,564,770 shares worth $742M. The position accounts for 3.46% of the portfolio, ranked #2.

AE Wealth Management first reported a position in AAPL in Q4 2016 and has held it in 39 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

AE Wealth Management held 2,564,770 shares of Apple worth $742M as of Q2 2026.
AE Wealth Management bought 146,396 Apple shares in Q2 2026, an estimated $41.9M.
Apple made up 3.46% of AE Wealth Management's portfolio in Q2 2026, its #2 holding.
AE Wealth Management first reported a position in Apple in Q4 2016 and has held it in 39 quarters since.
6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.