AWA
AAPL icon

AGH Wealth Advisors’s Apple AAPL Stock Holding History

AGH 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 		$7M Buy
24,177
+2,473
+11% +$707K 4.41% 4
2026
Q1 		$5.51M Buy
21,704
+477
+2% +$124K 4.05% 6
2025
Q4 		$5.77M Sell
21,227
-53
-0.2% -$14.2K 4.34% 6
2025
Q3 		$5.42M Sell
21,280
-2,188
-9% -$494K 3.97% 8
2025
Q2 		$4.81M Sell
23,468
-932
-4% -$188K 3.97% 8
2025
Q1 		$5.42M Sell
24,400
-298
-1% -$69K 5.23% 4
2024
Q4 		$6.18M Buy
+24,698
New +$5.82M 5.73% 3

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

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

AGH Wealth Advisors increased its Apple (AAPL) stake by 11% in Q2 2026, buying an estimated $707K and bringing the position to 24,177 shares worth $7M. The position accounts for 4.41% of the portfolio, ranked #4.

AGH Wealth Advisors first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • AGH Wealth Advisors held 24,177 shares of Apple worth $7M as of Q2 2026.
  • AGH Wealth Advisors bought 2,473 Apple shares in Q2 2026, an estimated $707K.
  • Apple made up 4.41% of AGH Wealth Advisors's portfolio in Q2 2026, its #4 holding.
  • AGH Wealth Advisors first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on AGH Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.