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Atlas Private Wealth Advisors’s Apple AAPL Stock Holding History

Atlas Private 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 		$11.9M Sell
41,170
-1,432
-3% -$410K 2.61% 15
2026
Q1 		$10.8M Sell
42,602
-1,588
-4% -$413K 2.55% 13
2025
Q4 		$12M Sell
44,190
-518
-1% -$139K 2.81% 11
2025
Q3 		$11.4M Sell
44,708
-48,861
-52% -$11M 2.79% 11
2025
Q2 		$19.2M Sell
93,569
-2,417
-3% -$488K 2.47% 13
2025
Q1 		$21.3M Sell
95,986
-1,425
-1% -$330K 2.97% 9
2024
Q4 		$24.4M Buy
97,411
+39
+0% +$9.19K 3.46% 7
2024
Q3 		$22.7M Sell
97,372
-79
-0.1% -$17.6K 3.29% 9
2024
Q2 		$20.5M Buy
97,451
+48,161
+98% +$8.98M 3.34% 9
2024
Q1 		$8.45M Sell
49,290
-54,675
-53% -$9.94M 2.82% 10
2023
Q4 		$20M Sell
103,965
-32
-0% -$5.91K 3.72% 8
2023
Q3 		$17.8M Buy
103,997
+9,033
+10% +$1.66M 3.37% 9
2023
Q2 		$18.4M Buy
94,964
+46,045
+94% +$8.02M 3.73% 7
2023
Q1 		$8.07M Sell
48,919
-1,233
-2% -$182K 3.73% 8
2022
Q4 		$6.52M Sell
50,152
-1,209
-2% -$173K 3.47% 7
2022
Q3 		$7.1M Buy
51,361
+722
+1% +$113K 4.26% 6
2022
Q2 		$6.92M Sell
50,639
-2,205
-4% -$334K 4.15% 6
2022
Q1 		$9.23M Sell
52,844
-1,009
-2% -$170K 4.1% 7
2021
Q4 		$9.56M Sell
53,853
-2,204
-4% -$348K 4.42% 2
2021
Q3 		$7.93M Buy
56,057
+650
+1% +$95.7K 4.14% 3
2021
Q2 		$7.59M Buy
55,407
+14
+0% +$1.81K 4.11% 5
2021
Q1 		$6.77M Sell
55,393
-2,737
-5% -$351K 3.78% 5
2020
Q4 		$7.71M Sell
58,130
-2,859
-5% -$344K 5.17% 2
2020
Q3 		$7.06M Buy
60,989
+7,705
+14% +$841K 5.89% 1
2020
Q2 		$4.86M Buy
+53,284
New +$4.13M 4.32% 2

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

Atlas Private Wealth Advisors's AAPL Position: Q2 2026 in Review

Atlas Private Wealth Advisors reduced its Apple (AAPL) stake by 3.4% in Q2 2026, selling an estimated $410K and leaving 41,170 shares worth $11.9M. The position accounts for 2.61% of the portfolio, ranked #15.

Atlas Private Wealth Advisors first reported a position in AAPL in Q2 2020 and has held it in 25 quarters since. The position peaked at $24.4M in Q4 2024. 6,136 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Atlas Private Wealth Advisors held 41,170 shares of Apple worth $11.9M as of Q2 2026.
  • Atlas Private Wealth Advisors sold 1,432 Apple shares in Q2 2026, an estimated $410K.
  • Apple made up 2.61% of Atlas Private Wealth Advisors's portfolio in Q2 2026, its #15 holding.
  • Atlas Private Wealth Advisors first reported a position in Apple in Q2 2020 and has held it in 25 quarters since.
  • Atlas Private Wealth Advisors's Apple position peaked at $24.4M in Q4 2024.
  • 6,136 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.