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Aspen Wealth Strategies’s Apple AAPL Stock Holding History

Aspen Wealth Strategies’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 		$2.83M Sell
9,793
-24
-0.2% -$6.87K 1.37% 17
2026
Q1 		$2.49M Buy
9,817
+23
+0.2% +$5.99K 1.33% 16
2025
Q4 		$2.66M Sell
9,794
-179
-2% -$48.1K 1.46% 16
2025
Q3 		$2.54M Buy
9,973
+12
+0.1% +$2.71K 1.41% 15
2025
Q2 		$2.04M Sell
9,961
-6,094
-38% -$1.23M 1.23% 16
2025
Q1 		$3.57M Sell
16,055
-18
-0.1% -$4.17K 2.34% 10
2024
Q4 		$4.02M Buy
16,073
+97
+0.6% +$22.9K 2.57% 9
2024
Q3 		$3.72M Sell
15,976
-227
-1% -$50.7K 2.4% 9
2024
Q2 		$3.71M Sell
16,203
-387
-2% -$72.2K 2.58% 9
2024
Q1 		$2.84M Sell
16,590
-710
-4% -$129K 1.96% 11
2023
Q4 		$3.33M Buy
17,300
+14
+0.1% +$2.58K 2.42% 9
2023
Q3 		$2.96M Buy
17,286
+120
+0.7% +$22K 2.31% 10
2023
Q2 		$3.33M Sell
17,166
-1,253
-7% -$218K 2.53% 9
2023
Q1 		$3.04M Sell
18,419
-159
-0.9% -$23.5K 2.36% 10
2022
Q4 		$2.41M Buy
+18,578
New +$2.66M 1.93% 10

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

Aspen Wealth Strategies's AAPL Position: Q2 2026 in Review

Aspen Wealth Strategies reduced its Apple (AAPL) stake by 0.24% in Q2 2026, selling an estimated $6.87K and leaving 9,793 shares worth $2.83M. The position accounts for 1.37% of the portfolio, ranked #17.

Aspen Wealth Strategies first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.02M in Q4 2024. 6,136 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Aspen Wealth Strategies held 9,793 shares of Apple worth $2.83M as of Q2 2026.
  • Aspen Wealth Strategies sold 24 Apple shares in Q2 2026, an estimated $6.87K.
  • Apple made up 1.37% of Aspen Wealth Strategies's portfolio in Q2 2026, its #17 holding.
  • Aspen Wealth Strategies first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • Aspen Wealth Strategies's Apple position peaked at $4.02M in Q4 2024.
  • 6,136 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Aspen Wealth Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.