Brady Martz Wealth Solutions’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$7.03M Buy
24,283
+354
+1% +$101K 1.06% 23
2026
Q1
$6.07M Buy
23,929
+8,025
+50% +$2.09M 1.03% 23
2025
Q4
$4.32M Buy
15,904
+945
+6% +$254K 0.76% 33
2025
Q3
$3.81M Buy
14,959
+91
+0.6% +$20.6K 0.69% 34
2025
Q2
$3.05M Sell
14,868
-283
-2% -$57.2K 0.59% 39
2025
Q1
$3.37M Sell
15,151
-74
-0.5% -$17.1K 0.76% 34
2024
Q4
$3.55M Buy
+15,225
New +$3.59M 0.86% 29

Other funds holding AAPL

Brady Martz Wealth Solutions's AAPL Position: Q2 2026 in Review

Brady Martz Wealth Solutions increased its Apple (AAPL) stake by 1.5% in Q2 2026, buying an estimated $101K and bringing the position to 24,283 shares worth $7.03M. The position accounts for 1.06% of the portfolio, ranked #23.

Brady Martz Wealth Solutions first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 2,778 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Brady Martz Wealth Solutions held 24,283 shares of Apple worth $7.03M as of Q2 2026.
  • Brady Martz Wealth Solutions bought 354 Apple shares in Q2 2026, an estimated $101K.
  • Apple made up 1.06% of Brady Martz Wealth Solutions's portfolio in Q2 2026, its #23 holding.
  • Brady Martz Wealth Solutions first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 2,778 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.