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AAPL icon

BetterWealth’s Apple AAPL Stock Holding History

BetterWealth’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 		$47.5M Sell
164,003
-11,209
-6% -$3.21M 8.4% 4
2026
Q1 		$44.5M Buy
175,212
+43,131
+33% +$11.2M 8.72% 4
2025
Q4 		$35.9M Sell
132,081
-712
-0.5% -$191K 8.19% 4
2025
Q3 		$33.8M Sell
132,793
-11,793
-8% -$2.66M 8.05% 4
2025
Q2 		$29.7M Sell
144,586
-2,898
-2% -$585K 7.6% 5
2025
Q1 		$32.8M Sell
147,484
-30,396
-17% -$7.04M 9.19% 3
2024
Q4 		$44.5M Buy
177,880
+36,631
+26% +$8.63M 12.27% 2
2024
Q3 		$32.9M Sell
141,249
-5,249
-4% -$1.17M 9.73% 2
2024
Q2 		$30.9M Sell
146,498
-3,890
-3% -$725K 9.83% 2
2024
Q1 		$25.8M Sell
150,388
-2,980
-2% -$542K 8.4% 2
2023
Q4 		$29.5M Buy
153,368
+1,129
+0.7% +$208K 10.1% 2
2023
Q3 		$26.1M Buy
152,239
+2,010
+1% +$369K 10.5% 2
2023
Q2 		$29.1M Sell
150,229
-11,637
-7% -$2.03M 11.34% 2
2023
Q1 		$26.7M Sell
161,866
-3,651
-2% -$539K 10.8% 2
2022
Q4 		$21.5M Sell
165,517
-511
-0.3% -$73K 9.68% 2
2022
Q3 		$22.9M Sell
166,028
-7,828
-5% -$1.23M 11.8% 2
2022
Q2 		$23.8M Buy
173,856
+2,412
+1% +$365K 11.73% 2
2022
Q1 		$29.9M Sell
171,444
-7,410
-4% -$1.25M 40.08% 1
2021
Q4 		$31.8M Buy
+178,854
New +$28.3M 22.27% 2

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

BetterWealth's AAPL Position: Q2 2026 in Review

BetterWealth reduced its Apple (AAPL) stake by 6.4% in Q2 2026, selling an estimated $3.21M and leaving 164,003 shares worth $47.5M. The position accounts for 8.4% of the portfolio, ranked #4.

BetterWealth first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 6,118 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • BetterWealth held 164,003 shares of Apple worth $47.5M as of Q2 2026.
  • BetterWealth sold 11,209 Apple shares in Q2 2026, an estimated $3.21M.
  • Apple made up 8.4% of BetterWealth's portfolio in Q2 2026, its #4 holding.
  • BetterWealth first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 6,118 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on BetterWealth's 13F filing for Q2 2026, filed 22 Jul 2026.