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Arcadia Wealth Management (New Hampshire)’s Apple AAPL Stock Holding History

Arcadia Wealth Management (New Hampshire)’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 		$753K Buy
2,602
+268
+11% +$76.7K 0.24% 46
2026
Q1 		$592K Buy
2,334
+74
+3% +$19.3K 0.21% 46
2025
Q4 		$615K Sell
2,260
-196
-8% -$52.6K 0.23% 45
2025
Q3 		$625K Sell
2,456
-219
-8% -$49.5K 0.25% 46
2025
Q2 		$549K Sell
2,675
-621
-19% -$125K 0.24% 43
2025
Q1 		$732K Buy
3,296
+320
+11% +$74.1K 0.36% 39
2024
Q4 		$745K Sell
2,976
-231
-7% -$54.4K 0.38% 38
2024
Q3 		$747K Sell
3,207
-84
-3% -$18.8K 0.39% 33
2024
Q2 		$693K Sell
3,291
-23
-0.7% -$4.29K 0.4% 35
2024
Q1 		$568K Buy
3,314
+638
+24% +$116K 0.35% 37
2023
Q4 		$515K Buy
2,676
+89
+3% +$16.4K 0.36% 36
2023
Q3 		$443K Sell
2,587
-22
-0.8% -$4.03K 0.35% 37
2023
Q2 		$506K Buy
2,609
+77
+3% +$13.4K 0.37% 37
2023
Q1 		$418K Sell
2,532
-87
-3% -$12.8K 0.35% 43
2022
Q4 		$340K Buy
+2,619
New +$374K 0.3% 42

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

Arcadia Wealth Management (New Hampshire)'s AAPL Position: Q2 2026 in Review

Arcadia Wealth Management (New Hampshire) increased its Apple (AAPL) stake by 11% in Q2 2026, buying an estimated $76.7K and bringing the position to 2,602 shares worth $753K. The position accounts for 0.24% of the portfolio, ranked #46.

Arcadia Wealth Management (New Hampshire) first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Arcadia Wealth Management (New Hampshire) held 2,602 shares of Apple worth $753K as of Q2 2026.
  • Arcadia Wealth Management (New Hampshire) bought 268 Apple shares in Q2 2026, an estimated $76.7K.
  • Apple made up 0.24% of Arcadia Wealth Management (New Hampshire)'s portfolio in Q2 2026, its #46 holding.
  • Arcadia Wealth Management (New Hampshire) first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Arcadia Wealth Management (New Hampshire)'s 13F filing for Q2 2026, filed 20 Jul 2026.