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Cauble & Harre Wealth Management’s Apple AAPL Stock Holding History

Cauble & Harre Wealth Management’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 		$921K Sell
3,182
-16
-0.5% -$4.58K 0.74% 32
2026
Q1 		$943K Sell
3,198
-81
-2% -$21.1K 0.75% 34
2025
Q4 		$891K Buy
+3,279
New +$880K 0.75% 31

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

Cauble & Harre Wealth Management's AAPL Position: Q2 2026 in Review

Cauble & Harre Wealth Management reduced its Apple (AAPL) stake by 0.5% in Q2 2026, selling an estimated $4.58K and leaving 3,182 shares worth $921K. The position accounts for 0.74% of the portfolio, ranked #32.

Cauble & Harre Wealth Management first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. The position peaked at $943K in Q1 2026. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Cauble & Harre Wealth Management held 3,182 shares of Apple worth $921K as of Q2 2026.
  • Cauble & Harre Wealth Management sold 16 Apple shares in Q2 2026, an estimated $4.58K.
  • Apple made up 0.74% of Cauble & Harre Wealth Management's portfolio in Q2 2026, its #32 holding.
  • Cauble & Harre Wealth Management first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
  • Cauble & Harre Wealth Management's Apple position peaked at $943K in Q1 2026.
  • 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Cauble & Harre Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.