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Buck Wealth Strategies’s Apple AAPL Stock Holding History

Buck Wealth Strategies’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 		$22.3M Buy
77,148
+345
+0.4% +$98.7K 2.33% 8
2026
Q1 		$19.5M Buy
76,803
+1,586
+2% +$413K 2.41% 7
2025
Q4 		$20.4M Sell
75,217
-2,139
-3% -$574K 2.6% 6
2025
Q3 		$19.7M Buy
77,356
+702
+0.9% +$159K 2.7% 5
2025
Q2 		$15.7M Buy
76,654
+9,969
+15% +$2.01M 2.4% 7
2025
Q1 		$14.8M Buy
66,685
+6,812
+11% +$1.58M 2.69% 5
2024
Q4 		$15M Buy
59,873
+12,673
+27% +$2.99M 3.12% 5
2024
Q3 		$11M Sell
47,200
-5,767
-11% -$1.29M 3.46% 3
2024
Q2 		$11.2M Buy
52,967
+46,824
+762% +$8.73M 3.29% 4
2024
Q1 		$1.05M Sell
6,143
-41,991
-87% -$7.64M 0.36% 46
2023
Q4 		$9.27M Sell
48,134
-201
-0.4% -$37.1K 3.43% 2
2023
Q3 		$8.28M Sell
48,335
-1,160
-2% -$213K 3.33% 2
2023
Q2 		$9.6M Buy
49,495
+523
+1% +$91.1K 4.16% 2
2023
Q1 		$8.08M Buy
+48,972
New +$7.23M 3.94% 2
2022
Q3 		$7.7M Buy
+44,946
New +$7.05M 3.6% 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

Buck Wealth Strategies's AAPL Position: Q2 2026 in Review

Buck Wealth Strategies increased its Apple (AAPL) stake by 0.45% in Q2 2026, buying an estimated $98.7K and bringing the position to 77,148 shares worth $22.3M. The position accounts for 2.33% of the portfolio, ranked #8.

Buck Wealth Strategies first reported a position in AAPL in Q3 2022 and has held it in 15 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Buck Wealth Strategies held 77,148 shares of Apple worth $22.3M as of Q2 2026.
  • Buck Wealth Strategies bought 345 Apple shares in Q2 2026, an estimated $98.7K.
  • Apple made up 2.33% of Buck Wealth Strategies's portfolio in Q2 2026, its #8 holding.
  • Buck Wealth Strategies first reported a position in Apple in Q3 2022 and has held it in 15 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.