Canvas Wealth Advisors’s Apple AAPL Stock Holding History

Canvas Wealth Advisors’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	$30.9M	Buy	106,892 +1,372	+1%	+$392K	4.31%	4
2026 Q1	$26.8M	Sell	105,520 -584	-0.6%	-$152K	4.55%	4
2025 Q4	$28.8M	Sell	106,104 -1,108	-1%	-$297K	4.9%	4
2025 Q3	$27.7M	Buy	107,212 +1,635	+2%	+$369K	5.03%	4
2025 Q2	$22.6M	Buy	105,577 +1,876	+2%	+$379K	4.46%	5
2025 Q1	$20.7M	Buy	103,701 +1,581	+2%	+$366K	5.32%	2
2024 Q4	$25.6M	Sell	102,120 -1,476	-1%	-$348K	6.42%	1
2024 Q3	$24.1M	Buy	103,596 +11,727	+13%	+$2.62M	6.67%	1
2024 Q2	$20.1M	Sell	91,869 -1,219	-1%	-$227K	6.22%	2
2024 Q1	$15.6M	Buy	93,088 +4,330	+5%	+$787K	5.26%	3
2023 Q4	$16.5M	Sell	88,758 -2,173	-2%	-$401K	6%	3
2023 Q3	$15.7M	Sell	90,931 -601	-0.7%	-$110K	6.46%	3
2023 Q2	$17.6M	Sell	91,532 -2,306	-2%	-$402K	6.55%	3
2023 Q1	$15.8M	Sell	93,838 -11,995	-11%	-$1.77M	6.64%	3
2022 Q4	$14.3M	Buy	105,833 +1,019	+1%	+$146K	5.98%	3
2022 Q3	$15.7M	Sell	104,814 -34,076	-25%	-$5.35M	6.67%	3
2022 Q2	$19M	Buy	138,890 +5,375	+4%	+$814K	7.64%	1
2022 Q1	$21.3M	Buy	133,515 +4,775	+4%	+$803K	7.77%	1
2021 Q4	$22.9M	Sell	128,740 -4,709	-4%	-$744K	8.23%	1
2021 Q3	$18.9M	Sell	133,449 -214	-0.2%	-$31.5K	7.71%	1
2021 Q2	$18.3M	Buy	133,663 +11,925	+10%	+$1.55M	8.21%	1
2021 Q1	$16M	Buy	+121,738	New	+$15.6M	9.32%	1

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Canvas Wealth Advisors's AAPL Position: Q2 2026 in Review

Canvas Wealth Advisors increased its Apple (AAPL) stake by 1.3% in Q2 2026, buying an estimated $392K and bringing the position to 106,892 shares worth $30.9M. The position accounts for 4.31% of the portfolio, ranked #4.

Canvas Wealth Advisors first reported a position in AAPL in Q1 2021 and has held it in 22 quarters since. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Canvas Wealth Advisors held 106,892 shares of Apple worth $30.9M as of Q2 2026.
Canvas Wealth Advisors bought 1,372 Apple shares in Q2 2026, an estimated $392K.
Apple made up 4.31% of Canvas Wealth Advisors's portfolio in Q2 2026, its #4 holding.
Canvas Wealth Advisors first reported a position in Apple in Q1 2021 and has held it in 22 quarters since.
6,089 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Canvas Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.