AWA
AAPL icon

Archvest Wealth Advisors’s Apple AAPL Stock Holding History

Archvest 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 		$5.73M Buy
19,785
+802
+4% +$229K 3.31% 8
2026
Q1 		$4.82M Sell
18,983
-880
-4% -$229K 3.11% 8
2025
Q4 		$5.4M Sell
19,863
-1,183
-6% -$318K 3.45% 8
2025
Q3 		$5.36M Sell
21,046
-3,184
-13% -$719K 4.75% 7
2025
Q2 		$4.97M Sell
24,230
-611
-2% -$123K 4.33% 7
2025
Q1 		$5.52M Sell
24,841
-1,124
-4% -$260K 4.57% 8
2024
Q4 		$6.5M Buy
25,965
+929
+4% +$219K 4.71% 8
2024
Q3 		$5.83M Sell
25,036
-1,162
-4% -$259K 3.7% 5
2024
Q2 		$5.68M Sell
26,198
-143
-0.5% -$26.7K 3.76% 5
2024
Q1 		$4.48M Buy
26,341
+1,217
+5% +$221K 3.17% 9
2023
Q4 		$4.84M Sell
25,124
-1,071
-4% -$198K 3.64% 7
2023
Q3 		$4.48M Sell
26,195
-232
-0.9% -$42.5K 3.65% 8
2023
Q2 		$5.13M Sell
26,427
-1,227
-4% -$214K 4.2% 8
2023
Q1 		$4.56M Buy
27,654
+1,793
+7% +$265K 4.04% 8
2022
Q4 		$3.36M Buy
25,861
+317
+1% +$45.3K 3.32% 11
2022
Q3 		$3.53M Sell
25,544
-24
-0.1% -$3.77K 3.62% 8
2022
Q2 		$3.5M Buy
25,568
+877
+4% +$133K 3.48% 10
2022
Q1 		$4.31M Sell
24,691
-258
-1% -$43.4K 3.89% 9
2021
Q4 		$4.43M Buy
+24,949
New +$3.94M 3.84% 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

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

Archvest Wealth Advisors increased its Apple (AAPL) stake by 4.2% in Q2 2026, buying an estimated $229K and bringing the position to 19,785 shares worth $5.73M. The position accounts for 3.31% of the portfolio, ranked #8.

Archvest Wealth Advisors first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.5M in Q4 2024. 6,121 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Archvest Wealth Advisors held 19,785 shares of Apple worth $5.73M as of Q2 2026.
  • Archvest Wealth Advisors bought 802 Apple shares in Q2 2026, an estimated $229K.
  • Apple made up 3.31% of Archvest Wealth Advisors's portfolio in Q2 2026, its #8 holding.
  • Archvest Wealth Advisors first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • Archvest Wealth Advisors's Apple position peaked at $6.5M in Q4 2024.
  • 6,121 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Archvest Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.