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Arkadios Wealth Advisors’s Apple AAPL Stock Holding History

Arkadios 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 		$199M Sell
687,770
-3,920
-0.6% -$1.12M 3.01% 1
2026
Q1 		$176M Buy
691,690
+43,242
+7% +$11.3M 2.86% 1
2025
Q4 		$176M Buy
648,448
+217,724
+51% +$58.4M 3.42% 1
2025
Q3 		$110M Buy
430,724
+23,267
+6% +$5.26M 2.63% 2
2025
Q2 		$83.6M Buy
407,457
+29,371
+8% +$5.93M 2.46% 2
2025
Q1 		$84M Buy
378,086
+95,596
+34% +$22.1M 3.17% 1
2024
Q4 		$70.7M Buy
282,490
+1,666
+0.6% +$393K 3.86% 1
2024
Q3 		$65.4M Buy
280,824
+23,565
+9% +$5.26M 3.71% 1
2024
Q2 		$54.2M Buy
257,259
+398
+0.2% +$74.2K 3.65% 1
2024
Q1 		$44M Sell
256,861
-4,440
-2% -$807K 3.41% 1
2023
Q4 		$50.3M Buy
261,301
+1,158
+0.4% +$214K 4.25% 1
2023
Q3 		$44.5M Buy
260,143
+36,221
+16% +$6.64M 4.23% 1
2023
Q2 		$43.4M Sell
223,922
-5,146
-2% -$897K 5.05% 1
2023
Q1 		$37.8M Buy
229,068
+2,460
+1% +$363K 4.5% 1
2022
Q4 		$29.4M Buy
226,608
+18,891
+9% +$2.7M 3.9% 1
2022
Q3 		$28.7M Buy
207,717
+20,949
+11% +$3.29M 4.35% 1
2022
Q2 		$25.5M Sell
186,768
-45
-0% -$6.82K 3.8% 1
2022
Q1 		$32.6M Sell
186,813
-9,617
-5% -$1.62M 4.27% 1
2021
Q4 		$34.9M Buy
196,430
+25,947
+15% +$4.1M 4.62% 1
2021
Q3 		$24.1M Sell
170,483
-48,790
-22% -$7.18M 3.48% 1
2021
Q2 		$30M Buy
219,273
+33,147
+18% +$4.29M 3.66% 1
2021
Q1 		$22.7M Buy
186,126
+20,944
+13% +$2.69M 3.75% 1
2020
Q4 		$21.9M Buy
165,182
+79,697
+93% +$9.59M 4.6% 1
2020
Q3 		$10.2M Sell
85,485
-3,883
-4% -$424K 5.1% 1
2020
Q2 		$8.67M Sell
89,368
-1,000
-1% -$77.5K 4.81% 1
2020
Q1 		$5.75M Buy
90,368
+728
+0.8% +$53.5K 3.66% 1
2019
Q4 		$7.28M Buy
+89,640
New +$5.77M 4.36% 1

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

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

Arkadios Wealth Advisors reduced its Apple (AAPL) stake by 0.57% in Q2 2026, selling an estimated $1.12M and leaving 687,770 shares worth $199M. The position accounts for 3.01% of the portfolio, ranked #1.

Arkadios Wealth Advisors first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. 6,085 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Arkadios Wealth Advisors held 687,770 shares of Apple worth $199M as of Q2 2026.
  • Arkadios Wealth Advisors sold 3,920 Apple shares in Q2 2026, an estimated $1.12M.
  • Apple made up 3.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1 holding.
  • Arkadios Wealth Advisors first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • 6,085 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.