Allworth Financial’s Apple AAPL Stock Holding History

Allworth Financial’s Portfolio AAPL Stock Details AAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Hold	–	–	–	539
2026 Q1	–	Hold	–	–	–	428
2025 Q4	–	Hold	–	–	–	412
2025 Q3	–	Hold	–	–	–	284

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 $3.38T AUM 44.17% 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

Allworth Financial's AAPL Position: Q2 2026 in Review

Allworth Financial reduced its Apple (AAPL) stake by 7.1% in Q2 2026, selling an estimated $38.6M and leaving 1,767,359 shares worth $511M. The position accounts for 2.17% of the portfolio, ranked #7.

Allworth Financial first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. 6,150 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Allworth Financial held 1,767,359 shares of Apple worth $511M as of Q2 2026.
Allworth Financial sold 134,992 Apple shares in Q2 2026, an estimated $38.6M.
Apple made up 2.17% of Allworth Financial's portfolio in Q2 2026, its #7 holding.
Allworth Financial first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
6,150 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.