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Arete Wealth Advisors’s Apple AAPL Stock Holding History

Arete 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
2015
Q3 		– Sell
-196
Closed -$266K – 129
2015
Q2 		$266K Hold
196
– – 0.18% 108
2015
Q1 		$262K Buy
+196
New +$5.92K 0.17% 112
2014
Q4 		– Sell
-420
Closed -$321K – 142
2014
Q3 		$321K Sell
420
-28
-6% -$687 0.24% 86
2014
Q2 		$265K Buy
+448
New +$9.53K 0.21% 95

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

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

Arete Wealth Advisors increased its Apple (AAPL) stake by 22% in Q2 2026, buying an estimated $9.66M and bringing the position to 185,325 shares worth $53.6M. The position accounts for 3.54% of the portfolio, ranked #1.

Arete Wealth Advisors first reported a position in AAPL in Q4 2013 and has held it in 49 quarters since. 6,124 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Arete Wealth Advisors held 185,325 shares of Apple worth $53.6M as of Q2 2026.
  • Arete Wealth Advisors bought 33,779 Apple shares in Q2 2026, an estimated $9.66M.
  • Apple made up 3.54% of Arete Wealth Advisors's portfolio in Q2 2026, its #1 holding.
  • Arete Wealth Advisors first reported a position in Apple in Q4 2013 and has held it in 49 quarters since.
  • 6,124 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Arete Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.