AWA
AAPL icon

Aquire Wealth Advisors’s Apple AAPL Stock Holding History

Aquire Wealth Advisors’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 		$1.4M Buy
4,827
+127
+3% +$36.3K 0.32% 21
2026
Q1 		$1.19M Buy
4,700
+755
+19% +$196K 0.31% 23
2025
Q4 		$1.07M Sell
3,945
-450
-10% -$121K 0.28% 23
2025
Q3 		$1.12M Sell
4,395
-183
-4% -$41.3K 0.28% 23
2025
Q2 		$939K Sell
4,578
-114
-2% -$23K 0.25% 23
2025
Q1 		$1.04M Sell
4,692
-1,028
-18% -$238K 0.32% 22
2024
Q4 		$1.43M Buy
5,720
+60
+1% +$14.1K 0.44% 21
2024
Q3 		$1.32M Buy
5,660
+94
+2% +$21K 0.41% 22
2024
Q2 		$1.17M Buy
5,566
+153
+3% +$28.5K 0.39% 25
2024
Q1 		$928K Sell
5,413
-108
-2% -$19.6K 0.32% 26
2023
Q4 		$1.06M Hold
5,521
– – 0.4% 25
2023
Q3 		$945K Buy
5,521
+14
+0.3% +$2.57K 0.39% 25
2023
Q2 		$1.07M Sell
5,507
-123
-2% -$21.4K 0.43% 25
2023
Q1 		$928K Buy
5,630
+1,134
+25% +$167K 0.41% 26
2022
Q4 		$584K Sell
4,496
-33
-0.7% -$4.72K 0.29% 27
2022
Q3 		$626K Sell
4,529
-14
-0.3% -$2.2K 0.36% 27
2022
Q2 		$621K Sell
4,543
-16
-0.4% -$2.42K 0.36% 26
2022
Q1 		$796K Sell
4,559
-68
-1% -$11.4K 0.42% 27
2021
Q4 		$822K Buy
+4,627
New +$731K 0.43% 27

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

Aquire Wealth Advisors's AAPL Position: Q2 2026 in Review

Aquire Wealth Advisors increased its Apple (AAPL) stake by 2.7% in Q2 2026, buying an estimated $36.3K and bringing the position to 4,827 shares worth $1.4M. The position accounts for 0.32% of the portfolio, ranked #21.

Aquire Wealth Advisors first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.43M in Q4 2024. 6,110 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Aquire Wealth Advisors held 4,827 shares of Apple worth $1.4M as of Q2 2026.
  • Aquire Wealth Advisors bought 127 Apple shares in Q2 2026, an estimated $36.3K.
  • Apple made up 0.32% of Aquire Wealth Advisors's portfolio in Q2 2026, its #21 holding.
  • Aquire Wealth Advisors first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • Aquire Wealth Advisors's Apple position peaked at $1.43M in Q4 2024.
  • 6,110 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Aquire Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.