Alpine Bank Wealth Management’s Apple AAPL Stock Holding History

Alpine Bank Wealth Management’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	$6.66M	Sell	23,011 -719	-3%	-$206K	0.85%	22
2026 Q1	$6.02M	Buy	23,730 +257	+1%	+$66.9K	0.88%	15
2025 Q4	$6.38M	Sell	23,473 -122	-0.5%	-$32.8K	0.9%	14
2025 Q3	$6.01M	Sell	23,595 -144	-0.6%	-$32.5K	0.85%	16
2025 Q2	$4.87M	Buy	23,739 +113	+0.5%	+$22.8K	0.74%	23
2025 Q1	$5.25M	Buy	+23,626	New	+$5.47M	0.84%	18
2024 Q3	$5.54M	Buy	+23,792	New	+$5.31M	0.89%	17

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 $3.37T AUM 44.26% 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

Alpine Bank Wealth Management's AAPL Position: Q2 2026 in Review

Alpine Bank Wealth Management reduced its Apple (AAPL) stake by 3% in Q2 2026, selling an estimated $206K and leaving 23,011 shares worth $6.66M. The position accounts for 0.85% of the portfolio, ranked #22.

Alpine Bank Wealth Management first reported a position in AAPL in Q3 2024 and has held it in 7 quarters since. 6,110 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Alpine Bank Wealth Management held 23,011 shares of Apple worth $6.66M as of Q2 2026.
Alpine Bank Wealth Management sold 719 Apple shares in Q2 2026, an estimated $206K.
Apple made up 0.85% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #22 holding.
Alpine Bank Wealth Management first reported a position in Apple in Q3 2024 and has held it in 7 quarters since.
6,110 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.