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Atlas Wealth’s Apple AAPL Stock Holding History

Atlas 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 		$22.1M Sell
76,479
-1,401
-2% -$401K 3.15% 4
2026
Q1 		$19.8M Sell
77,880
-2,203
-3% -$573K 5.92% 2
2025
Q4 		$21.8M Sell
80,083
-1,646
-2% -$442K 6.61% 2
2025
Q3 		$20.8M Sell
81,729
-1,058
-1% -$239K 6.72% 1
2025
Q2 		$17.2M Sell
82,787
-300
-0.4% -$60.6K 6.28% 2
2025
Q1 		$18.5M Sell
83,087
-2,581
-3% -$598K 7.2% 3
2024
Q4 		$21.5M Sell
85,668
-738
-0.9% -$174K 8.11% 3
2024
Q3 		$20.1M Sell
86,406
-86,270
-50% -$19.3M 8.69% 3
2024
Q2 		$38.3M Buy
172,676
+86,507
+100% +$16.1M 4.5% 3
2024
Q1 		$14.8M Sell
86,169
-758
-0.9% -$138K 7.22% 3
2023
Q4 		$14.9M Hold
86,927
– – 8.11% 3
2023
Q3 		$14.9M Sell
86,927
-3
-0% -$550 2.78% 10
2023
Q2 		$16.8M Sell
86,930
-1,312
-1% -$229K 3.1% 7
2023
Q1 		$14.6M Sell
88,242
-1,695
-2% -$250K 2.86% 9
2022
Q4 		$11.7M Buy
+89,937
New +$12.9M 3.15% 11

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 Wealth's AAPL Position: Q2 2026 in Review

Atlas Wealth reduced its Apple (AAPL) stake by 1.8% in Q2 2026, selling an estimated $401K and leaving 76,479 shares worth $22.1M. The position accounts for 3.15% of the portfolio, ranked #4.

Atlas Wealth first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. The position peaked at $38.3M in Q2 2024. 6,096 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Atlas Wealth held 76,479 shares of Apple worth $22.1M as of Q2 2026.
  • Atlas Wealth sold 1,401 Apple shares in Q2 2026, an estimated $401K.
  • Apple made up 3.15% of Atlas Wealth's portfolio in Q2 2026, its #4 holding.
  • Atlas Wealth first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • Atlas Wealth's Apple position peaked at $38.3M in Q2 2024.
  • 6,096 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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