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Alvarez & Marsal Private Wealth Partners’s Apple AAPL Stock Holding History

Alvarez & Marsal Private Wealth Partners’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 		$9.04M Buy
31,234
+551
+2% +$158K 1.19% 16
2026
Q1 		$7.79M Buy
30,683
+17,125
+126% +$4.46M 1.09% 17
2025
Q4 		$3.69M Buy
+13,558
New +$3.64M 0.71% 16

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

Alvarez & Marsal Private Wealth Partners's AAPL Position: Q2 2026 in Review

Alvarez & Marsal Private Wealth Partners increased its Apple (AAPL) stake by 1.8% in Q2 2026, buying an estimated $158K and bringing the position to 31,234 shares worth $9.04M. The position accounts for 1.19% of the portfolio, ranked #16.

Alvarez & Marsal Private Wealth Partners first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. 6,096 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Alvarez & Marsal Private Wealth Partners held 31,234 shares of Apple worth $9.04M as of Q2 2026.
  • Alvarez & Marsal Private Wealth Partners bought 551 Apple shares in Q2 2026, an estimated $158K.
  • Apple made up 1.19% of Alvarez & Marsal Private Wealth Partners's portfolio in Q2 2026, its #16 holding.
  • Alvarez & Marsal Private Wealth Partners first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
  • 6,096 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.