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Baron Wealth Management’s Apple AAPL Stock Holding History

Baron 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 		$16M Sell
55,142
-1,708
-3% -$489K 4.14% 5
2026
Q1 		$14.4M Buy
56,850
+20,175
+55% +$5.25M 4.31% 5
2025
Q4 		$9.97M Buy
36,675
+896
+3% +$241K 3.07% 5
2025
Q3 		$9.11M Buy
35,779
+4,560
+15% +$1.03M 3.01% 5
2025
Q2 		$6.41M Sell
31,219
-876
-3% -$177K 2.27% 7
2025
Q1 		$7.13M Buy
32,095
+1,171
+4% +$271K 3.13% 6
2024
Q4 		$7.74M Buy
30,924
+371
+1% +$87.4K 3.64% 4
2024
Q3 		$7.12M Sell
30,553
-1,527
-5% -$341K 3.43% 3
2024
Q2 		$6.76M Buy
32,080
+833
+3% +$155K 3.5% 4
2024
Q1 		$5.36M Sell
31,247
-1,291
-4% -$235K 2.84% 5
2023
Q4 		$6.26M Buy
32,538
+2,511
+8% +$464K 3.43% 4
2023
Q3 		$5.14M Sell
30,027
-4,036
-12% -$740K 3.28% 5
2023
Q2 		$6.61M Sell
34,063
-484
-1% -$84.3K 4.19% 4
2023
Q1 		$5.7M Buy
34,547
+32
+0.1% +$4.72K 4.03% 4
2022
Q4 		$4.48M Buy
+34,515
New +$4.93M 3.44% 5

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

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

Baron Wealth Management reduced its Apple (AAPL) stake by 3% in Q2 2026, selling an estimated $489K and leaving 55,142 shares worth $16M. The position accounts for 4.14% of the portfolio, ranked #5.

Baron Wealth Management first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. 6,095 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Baron Wealth Management held 55,142 shares of Apple worth $16M as of Q2 2026.
  • Baron Wealth Management sold 1,708 Apple shares in Q2 2026, an estimated $489K.
  • Apple made up 4.14% of Baron Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Baron Wealth Management first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • 6,095 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.