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Atlantic Private Wealth’s Apple AAPL Stock Holding History

Atlantic Private 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 		$859K Sell
2,969
-168
-5% -$48.1K 0.53% 24
2026
Q1 		$796K Sell
3,137
-281
-8% -$73.1K 0.52% 22
2025
Q4 		$929K Buy
3,418
+1,378
+68% +$370K 0.59% 20
2025
Q3 		$519K Sell
2,040
-100
-5% -$22.6K 0.34% 31
2025
Q2 		$439K Sell
2,140
-99
-4% -$20K 0.29% 33
2025
Q1 		$497K Buy
2,239
+150
+7% +$34.8K 0.37% 35
2024
Q4 		$523K Buy
2,089
+321
+18% +$75.7K 0.39% 27
2024
Q3 		$412K Buy
1,768
+200
+13% +$44.7K 0.31% 29
2024
Q2 		$330K Buy
1,568
+200
+15% +$37.3K 0.27% 32
2024
Q1 		$235K Hold
1,368
– – 0.2% 35
2023
Q4 		$263K Sell
1,368
-690
-34% -$127K 0.24% 36
2023
Q3 		$352K Buy
2,058
+1,600
+349% +$293K 0.36% 23
2023
Q2 		$88.8K Buy
458
+275
+150% +$47.9K 0.09% 48
2023
Q1 		$30.2K Buy
+183
New +$27K 0.03% 60

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 Private Wealth's AAPL Position: Q2 2026 in Review

Atlantic Private Wealth reduced its Apple (AAPL) stake by 5.4% in Q2 2026, selling an estimated $48.1K and leaving 2,969 shares worth $859K. The position accounts for 0.53% of the portfolio, ranked #24.

Atlantic Private Wealth first reported a position in AAPL in Q1 2023 and has held it in 14 quarters since. The position peaked at $929K in Q4 2025. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Atlantic Private Wealth held 2,969 shares of Apple worth $859K as of Q2 2026.
  • Atlantic Private Wealth sold 168 Apple shares in Q2 2026, an estimated $48.1K.
  • Apple made up 0.53% of Atlantic Private Wealth's portfolio in Q2 2026, its #24 holding.
  • Atlantic Private Wealth first reported a position in Apple in Q1 2023 and has held it in 14 quarters since.
  • Atlantic Private Wealth's Apple position peaked at $929K in Q4 2025.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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