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Ball & Co Wealth Management’s Apple AAPL Stock Holding History

Ball & Co 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 		$1M Buy
3,464
+604
+21% +$173K 0.71% 13
2026
Q1 		$726K Buy
2,860
+2
+0.1% +$521 0.61% 12
2025
Q4 		$777K Sell
2,858
-17
-0.6% -$4.56K 0.5% 17
2025
Q3 		$732K Sell
2,875
-81
-3% -$18.3K 0.49% 17
2025
Q2 		$606K Buy
2,956
+4
+0.1% +$808 0.65% 11
2025
Q1 		$655K Sell
2,952
-830
-22% -$192K 0.7% 12
2024
Q4 		$947K Buy
+3,782
New +$891K 0.75% 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

Ball & Co Wealth Management's AAPL Position: Q2 2026 in Review

Ball & Co Wealth Management increased its Apple (AAPL) stake by 21% in Q2 2026, buying an estimated $173K and bringing the position to 3,464 shares worth $1M. The position accounts for 0.71% of the portfolio, ranked #13.

Ball & Co Wealth Management first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Ball & Co Wealth Management held 3,464 shares of Apple worth $1M as of Q2 2026.
  • Ball & Co Wealth Management bought 604 Apple shares in Q2 2026, an estimated $173K.
  • Apple made up 0.71% of Ball & Co Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Ball & Co Wealth Management first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Ball & Co Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.