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Alpha Wealth Funds’s Apple AAPL Stock Holding History

Alpha Wealth Funds’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 		$229K Buy
+793
New +$227K 0.13% 45
2025
Q1 		– Sell
-13,441
Closed -$3.37M – 39
2024
Q4 		$3.37M Buy
+13,441
New +$3.17M 3.24% 5

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

Alpha Wealth Funds's AAPL Position: Q2 2026 in Review

Alpha Wealth Funds opened a new position in Apple (AAPL) in Q2 2026: 793 shares worth $229K. The stake represents 0.13% of the portfolio and ranks #45 among its holdings. This is a return to the name: Alpha Wealth Funds previously reported a position in AAPL as recently as Q4 2024.

Alpha Wealth Funds first reported a position in AAPL in Q4 2024 and has held it in 2 quarters since. The position peaked at $3.37M in Q4 2024. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Alpha Wealth Funds held 793 shares of Apple worth $229K as of Q2 2026.
  • Apple was a new Alpha Wealth Funds position in Q2 2026.
  • Apple made up 0.13% of Alpha Wealth Funds's portfolio in Q2 2026, its #45 holding.
  • Alpha Wealth Funds first reported a position in Apple in Q4 2024 and has held it in 2 quarters since.
  • Alpha Wealth Funds's Apple position peaked at $3.37M in Q4 2024.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Alpha Wealth Funds's 13F filing for Q2 2026, filed 11 Aug 2026.