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Axis Wealth Partners’s Apple AAPL Stock Holding History

Axis Wealth Partners’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 		$3.77M Sell
13,044
-2,312
-15% -$661K 1.81% 13
2026
Q1 		$3.9M Buy
15,356
+384
+3% +$99.9K 2.07% 7
2025
Q4 		$4.07M Sell
14,972
-411
-3% -$110K 2.25% 6
2025
Q3 		$3.92M Buy
15,383
+4,473
+41% +$1.01M 2.29% 6
2025
Q2 		$2.24M Buy
10,910
+550
+5% +$111K 1.47% 20
2025
Q1 		$2.3M Sell
10,360
-21
-0.2% -$4.87K 1.7% 18
2024
Q4 		$2.6M Buy
+10,381
New +$2.45M 2.19% 10

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

Axis Wealth Partners's AAPL Position: Q2 2026 in Review

Axis Wealth Partners reduced its Apple (AAPL) stake by 15% in Q2 2026, selling an estimated $661K and leaving 13,044 shares worth $3.77M. The position accounts for 1.81% of the portfolio, ranked #13.

Axis Wealth Partners first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.07M in Q4 2025. 6,096 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Axis Wealth Partners held 13,044 shares of Apple worth $3.77M as of Q2 2026.
  • Axis Wealth Partners sold 2,312 Apple shares in Q2 2026, an estimated $661K.
  • Apple made up 1.81% of Axis Wealth Partners's portfolio in Q2 2026, its #13 holding.
  • Axis Wealth Partners first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • Axis Wealth Partners's Apple position peaked at $4.07M in Q4 2025.
  • 6,096 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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