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Atlantic Family Wealth’s Apple AAPL Stock Holding History

Atlantic Family Wealth’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 		$1.32M Hold
4,563
– – 0.84% 12
2026
Q1 		$1.16M Sell
4,563
-217
-5% -$56.5K 0.84% 11
2025
Q4 		$1.3M Hold
4,780
– – 0.98% 11
2025
Q3 		$1.22M Hold
4,780
– – 0.94% 11
2025
Q2 		$981K Sell
4,780
-2,996
-39% -$605K 0.85% 11
2025
Q1 		$1.73M Buy
7,776
+19
+0.2% +$4.4K 1.59% 8
2024
Q4 		$1.94M Buy
+7,757
New +$1.83M 2.3% 7

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

Atlantic Family Wealth's AAPL Position: Q2 2026 in Review

Atlantic Family Wealth held its Apple (AAPL) position steady in Q2 2026 at 4,563 shares worth $1.32M. The position accounts for 0.84% of the portfolio, ranked #12.

Atlantic Family Wealth first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.94M in Q4 2024. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Atlantic Family Wealth held 4,563 shares of Apple worth $1.32M as of Q2 2026.
  • Atlantic Family Wealth left its Apple share count unchanged in Q2 2026.
  • Apple made up 0.84% of Atlantic Family Wealth's portfolio in Q2 2026, its #12 holding.
  • Atlantic Family Wealth first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • Atlantic Family Wealth's Apple position peaked at $1.94M in Q4 2024.
  • 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Atlantic Family Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.