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Berry Wealth Group’s Apple AAPL Stock Holding History

Berry Wealth Group’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 		$3.38M Sell
11,664
-89
-0.8% -$25.5K 10.84% 2
2026
Q1 		$2.98M Sell
11,753
-416
-3% -$108K 11.15% 3
2025
Q4 		$3.31M Sell
12,169
-848
-7% -$228K 11.62% 2
2025
Q3 		$3.31M Sell
13,017
-26,737
-67% -$6.04M 10.82% 2
2025
Q2 		$8.16M Buy
39,754
+356
+0.9% +$71.9K 5.71% 4
2025
Q1 		$8.75M Sell
39,398
-650
-2% -$151K 6.85% 1
2024
Q4 		$10M Sell
40,048
-855
-2% -$202K 7.23% 2
2024
Q3 		$9.53M Buy
40,903
+597
+1% +$133K 6.83% 1
2024
Q2 		$8.49M Buy
40,306
+1,060
+3% +$198K 6.78% 3
2024
Q1 		$6.73M Buy
39,246
+2,194
+6% +$399K 5.58% 5
2023
Q4 		$7.13M Buy
+37,052
New +$6.84M 6.56% 1

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

Berry Wealth Group's AAPL Position: Q2 2026 in Review

Berry Wealth Group reduced its Apple (AAPL) stake by 0.76% in Q2 2026, selling an estimated $25.5K and leaving 11,664 shares worth $3.38M. The position accounts for 10.84% of the portfolio, ranked #2.

Berry Wealth Group first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. The position peaked at $10M in Q4 2024. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Berry Wealth Group held 11,664 shares of Apple worth $3.38M as of Q2 2026.
  • Berry Wealth Group sold 89 Apple shares in Q2 2026, an estimated $25.5K.
  • Apple made up 10.84% of Berry Wealth Group's portfolio in Q2 2026, its #2 holding.
  • Berry Wealth Group first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • Berry Wealth Group's Apple position peaked at $10M in Q4 2024.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Berry Wealth Group's 13F filing for Q2 2026, filed 12 Aug 2026.