Austin Wealth Management’s Apple AAPL Stock Holding History

Austin Wealth Management’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	$6.06M	Sell	18,162 -306	-2%	-$87.5K	1.28%	22
2026 Q1	$4.78M	Sell	18,468 -7,933	-30%	-$2.06M	1.09%	25
2025 Q4	$6.84M	Sell	26,401 -1,033	-4%	-$277K	1.01%	26
2025 Q3	$7.09M	Sell	27,434 -1,223	-4%	-$276K	1.11%	25
2025 Q2	$5.95M	Sell	28,657 -231	-0.8%	-$46.6K	1.06%	27
2025 Q1	$6.02M	Buy	28,888 +2,617	+10%	+$606K	1.21%	25
2024 Q4	$6.04M	Buy	26,271 +2,124	+9%	+$501K	1.25%	24
2024 Q3	$5.45M	Sell	24,147 -227	-0.9%	-$50.7K	1.2%	26
2024 Q2	$5.55M	Buy	24,374 +672	+3%	+$125K	1.3%	24
2024 Q1	$4.52M	Buy	23,702 +5,206	+28%	+$947K	1.12%	27
2023 Q4	$3.37M	Buy	18,496 +453	+3%	+$83.6K	0.9%	33
2023 Q3	$3.43M	Buy	+18,043	New	+$3.31M	1.06%	26

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Austin Wealth Management's AAPL Position: Q2 2026 in Review

Austin Wealth Management reduced its Apple (AAPL) stake by 1.7% in Q2 2026, selling an estimated $87.5K and leaving 18,162 shares worth $6.06M. The position accounts for 1.28% of the portfolio, ranked #22.

Austin Wealth Management first reported a position in AAPL in Q3 2023 and has held it in 12 quarters since. The position peaked at $7.09M in Q3 2025. 6,093 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Austin Wealth Management held 18,162 shares of Apple worth $6.06M as of Q2 2026.
Austin Wealth Management sold 306 Apple shares in Q2 2026, an estimated $87.5K.
Apple made up 1.28% of Austin Wealth Management's portfolio in Q2 2026, its #22 holding.
Austin Wealth Management first reported a position in Apple in Q3 2023 and has held it in 12 quarters since.
Austin Wealth Management's Apple position peaked at $7.09M in Q3 2025.
6,093 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Austin Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.