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Angeles Wealth Management’s Apple AAPL Stock Holding History

Angeles 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 		$56M Buy
193,597
+11,237
+6% +$3.21M 2.56% 9
2026
Q1 		$46.3M Buy
182,360
+14,521
+9% +$3.78M 2.52% 10
2025
Q4 		$45.6M Buy
167,839
+19,241
+13% +$5.17M 2.52% 11
2025
Q3 		$37.8M Buy
148,598
+8,762
+6% +$1.98M 2.32% 11
2025
Q2 		$28.7M Buy
139,836
+6,690
+5% +$1.35M 1.97% 12
2025
Q1 		$29.6M Buy
133,146
+3,284
+3% +$761K 2.46% 10
2024
Q4 		$32.5M Buy
129,862
+2,803
+2% +$661K 2.68% 9
2024
Q3 		$29.6M Buy
127,059
+7,308
+6% +$1.63M 2.55% 10
2024
Q2 		$25.2M Buy
119,751
+12,741
+12% +$2.38M 2.37% 11
2024
Q1 		$18.4M Buy
107,010
+8,602
+9% +$1.56M 1.84% 15
2023
Q4 		$18.9M Sell
98,408
-2,887
-3% -$533K 2.31% 13
2023
Q3 		$17.3M Buy
101,295
+10,060
+11% +$1.84M 2.45% 13
2023
Q2 		$17.7M Buy
91,235
+537
+0.6% +$93.6K 2.41% 14
2023
Q1 		$15M Sell
90,698
-177
-0.2% -$26.1K 2.22% 16
2022
Q4 		$11.8M Buy
90,875
+324
+0.4% +$46.3K 2.07% 16
2022
Q3 		$12.5M Sell
90,551
-1,193
-1% -$187K 2.48% 12
2022
Q2 		$12.5M Sell
91,744
-1,648
-2% -$250K 2.51% 13
2022
Q1 		$16.3M Buy
+93,392
New +$15.7M 3.09% 9

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

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

Angeles Wealth Management increased its Apple (AAPL) stake by 6.2% in Q2 2026, buying an estimated $3.21M and bringing the position to 193,597 shares worth $56M. The position accounts for 2.56% of the portfolio, ranked #9.

Angeles Wealth Management first reported a position in AAPL in Q1 2022 and has held it in 18 quarters since. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Angeles Wealth Management held 193,597 shares of Apple worth $56M as of Q2 2026.
  • Angeles Wealth Management bought 11,237 Apple shares in Q2 2026, an estimated $3.21M.
  • Apple made up 2.56% of Angeles Wealth Management's portfolio in Q2 2026, its #9 holding.
  • Angeles Wealth Management first reported a position in Apple in Q1 2022 and has held it in 18 quarters since.
  • 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.