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Alaethes Wealth’s Apple AAPL Stock Holding History

Alaethes Wealth’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 		$15.2M Sell
52,453
-258
-0.5% -$73.8K 4.41% 2
2026
Q1 		$13.4M Sell
52,711
-259
-0.5% -$67.4K 3.81% 3
2025
Q4 		$14.4M Sell
52,970
-1,222
-2% -$328K 4.05% 3
2025
Q3 		$13.8M Sell
54,192
-752
-1% -$170K 3.91% 3
2025
Q2 		$11.3M Sell
54,944
-3,879
-7% -$783K 3.37% 5
2025
Q1 		$13.1M Buy
58,823
+2,065
+4% +$478K 4.79% 2
2024
Q4 		$14.2M Sell
56,758
-415
-0.7% -$97.8K 5.08% 2
2024
Q3 		$13.3M Buy
57,173
+312
+0.5% +$69.7K 4.91% 2
2024
Q2 		$12M Buy
56,861
+813
+1% +$152K 4.95% 2
2024
Q1 		$9.61M Sell
56,048
-639
-1% -$116K 4.2% 3
2023
Q4 		$10.9M Sell
56,687
-2,473
-4% -$457K 5.17% 3
2023
Q3 		$10.1M Sell
59,160
-287
-0.5% -$52.6K 5.55% 2
2023
Q2 		$11.5M Buy
59,447
+4,200
+8% +$732K 6.33% 2
2023
Q1 		$9.11M Sell
55,247
-5,939
-10% -$876K 5.34% 3
2022
Q4 		$7.95M Sell
61,186
-9,302
-13% -$1.33M 5.46% 2
2022
Q3 		$9.74M Buy
70,488
+3,685
+6% +$578K 7.16% 1
2022
Q2 		$9.13M Sell
66,803
-1,599
-2% -$242K 6.77% 2
2022
Q1 		$11.9M Sell
68,402
-1,013
-1% -$170K 7.59% 1
2021
Q4 		$12.3M Buy
69,415
+92
+0.1% +$14.5K 7.76% 1
2021
Q3 		$9.81M Sell
69,323
-1,168
-2% -$172K 7.13% 1
2021
Q2 		$9.65M Buy
70,491
+286
+0.4% +$37.1K 7.45% 1
2021
Q1 		$8.58M Buy
+70,205
New +$9.01M 7.95% 1

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

Alaethes Wealth's AAPL Position: Q2 2026 in Review

Alaethes Wealth reduced its Apple (AAPL) stake by 0.49% in Q2 2026, selling an estimated $73.8K and leaving 52,453 shares worth $15.2M. The position accounts for 4.41% of the portfolio, ranked #2.

Alaethes Wealth first reported a position in AAPL in Q1 2021 and has held it in 22 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Alaethes Wealth held 52,453 shares of Apple worth $15.2M as of Q2 2026.
  • Alaethes Wealth sold 258 Apple shares in Q2 2026, an estimated $73.8K.
  • Apple made up 4.41% of Alaethes Wealth's portfolio in Q2 2026, its #2 holding.
  • Alaethes Wealth first reported a position in Apple in Q1 2021 and has held it in 22 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Alaethes Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.