APW
AAPL icon

Alliance Private Wealth’s Apple AAPL Stock Holding History

Alliance Private 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 		$3.1M Sell
10,729
-3,280
-23% -$938K 1.08% 23
2026
Q1 		$3.56M Buy
14,009
+100
+0.7% +$26K 1.28% 21
2025
Q4 		$3.75M Buy
+13,909
New +$3.73M 1.3% 20

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

Alliance Private Wealth's AAPL Position: Q2 2026 in Review

Alliance Private Wealth reduced its Apple (AAPL) stake by 23% in Q2 2026, selling an estimated $938K and leaving 10,729 shares worth $3.1M. The position accounts for 1.08% of the portfolio, ranked #23.

Alliance Private Wealth first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.75M in Q4 2025. 6,105 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Alliance Private Wealth held 10,729 shares of Apple worth $3.1M as of Q2 2026.
  • Alliance Private Wealth sold 3,280 Apple shares in Q2 2026, an estimated $938K.
  • Apple made up 1.08% of Alliance Private Wealth's portfolio in Q2 2026, its #23 holding.
  • Alliance Private Wealth first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
  • Alliance Private Wealth's Apple position peaked at $3.75M in Q4 2025.
  • 6,105 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Alliance Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.