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Ameliora Wealth Management’s Apple AAPL Stock Holding History

Ameliora 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 		$5.85M Sell
20,218
-92
-0.5% -$26.3K 1.74% 16
2026
Q1 		$5.15M Buy
20,310
+38
+0.2% +$9.89K 1.64% 16
2025
Q4 		$5.51M Buy
20,272
+172
+0.9% +$46.2K 1.68% 17
2025
Q3 		$5.12M Sell
20,100
-7,069
-26% -$1.6M 1.7% 17
2025
Q2 		$5.57M Sell
27,169
-3,708
-12% -$749K 1.99% 13
2025
Q1 		$6.86M Sell
30,877
-3,891
-11% -$901K 2.58% 9
2024
Q4 		$8.71M Buy
34,768
+4,844
+16% +$1.14M 3.27% 8
2024
Q3 		$6.97M Sell
29,924
-2,987
-9% -$667K 2.91% 9
2024
Q2 		$6.93M Sell
32,911
-3,767
-10% -$702K 3.15% 9
2024
Q1 		$6.29M Buy
36,678
+383
+1% +$69.6K 2.85% 9
2023
Q4 		$6.99M Buy
36,295
+456
+1% +$84.2K 3.47% 8
2023
Q3 		$6.14M Buy
35,839
+5,129
+17% +$941K 3.64% 8
2023
Q2 		$5.96M Sell
30,710
-2,805
-8% -$489K 3.68% 8
2023
Q1 		$5.53M Sell
33,515
-9,285
-22% -$1.37M 3.23% 8
2022
Q4 		$5.72M Buy
42,800
+7,060
+20% +$1.01M 3.06% 11
2022
Q3 		$4.94M Buy
+35,740
New +$5.61M 2.68% 12

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

Ameliora Wealth Management's AAPL Position: Q2 2026 in Review

Ameliora Wealth Management reduced its Apple (AAPL) stake by 0.45% in Q2 2026, selling an estimated $26.3K and leaving 20,218 shares worth $5.85M. The position accounts for 1.74% of the portfolio, ranked #16.

Ameliora Wealth Management first reported a position in AAPL in Q3 2022 and has held it in 16 quarters since. The position peaked at $8.71M in Q4 2024. 6,095 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Ameliora Wealth Management held 20,218 shares of Apple worth $5.85M as of Q2 2026.
  • Ameliora Wealth Management sold 92 Apple shares in Q2 2026, an estimated $26.3K.
  • Apple made up 1.74% of Ameliora Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Ameliora Wealth Management first reported a position in Apple in Q3 2022 and has held it in 16 quarters since.
  • Ameliora Wealth Management's Apple position peaked at $8.71M in Q4 2024.
  • 6,095 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Ameliora Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.