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Brady Family Wealth’s Apple AAPL Stock Holding History

Brady Family Wealth’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 		$28.2M Sell
97,300
-3,518
-3% -$1.01M 8.13% 1
2026
Q1 		$25.6M Buy
100,818
+275
+0.3% +$71.6K 7.98% 1
2025
Q4 		$27.3M Sell
100,543
-2,321
-2% -$623K 8.44% 1
2025
Q3 		$26.2M Sell
102,864
-5,406
-5% -$1.22M 8.11% 1
2025
Q2 		$22.2M Sell
108,270
-1,676
-2% -$338K 6.88% 1
2025
Q1 		$24.4M Sell
109,946
-1,178
-1% -$273K 7.81% 1
2024
Q4 		$27.8M Sell
111,124
-2,000
-2% -$471K 8.54% 1
2024
Q3 		$26.4M Buy
113,124
+1,177
+1% +$263K 7.91% 1
2024
Q2 		$23.6M Sell
111,947
-2,527
-2% -$471K 7.61% 1
2024
Q1 		$19.6M Sell
114,474
-4,177
-4% -$760K 6.37% 1
2023
Q4 		$22.8M Buy
118,651
+1,613
+1% +$298K 7.83% 1
2023
Q3 		$20M Sell
117,038
-8
-0% -$1.47K 7.75% 1
2023
Q2 		$22.7M Sell
117,046
-794
-0.7% -$138K 8.45% 1
2023
Q1 		$19.4M Sell
117,840
-1,662
-1% -$245K 7.67% 1
2022
Q4 		$15.5M Buy
+119,502
New +$17.1M 6.41% 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

Brady Family Wealth's AAPL Position: Q2 2026 in Review

Brady Family Wealth reduced its Apple (AAPL) stake by 3.5% in Q2 2026, selling an estimated $1.01M and leaving 97,300 shares worth $28.2M. The position accounts for 8.13% of the portfolio, ranked #1.

Brady Family Wealth first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. 6,079 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Brady Family Wealth held 97,300 shares of Apple worth $28.2M as of Q2 2026.
  • Brady Family Wealth sold 3,518 Apple shares in Q2 2026, an estimated $1.01M.
  • Apple made up 8.13% of Brady Family Wealth's portfolio in Q2 2026, its #1 holding.
  • Brady Family Wealth first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • 6,079 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Brady Family Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.