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Channel Wealth’s Apple AAPL Stock Holding History

Channel 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 		$18.3M Sell
63,133
-36,293
-37% -$10.4M 4.1% 3
2026
Q1 		$25.2M Buy
99,426
+35,760
+56% +$9.31M 6.11% 1
2025
Q4 		$17.3M Buy
63,666
+6,108
+11% +$1.64M 4.38% 2
2025
Q3 		$14.7M Buy
57,558
+383
+0.7% +$86.5K 3.92% 2
2025
Q2 		$11.7M Buy
57,175
+823
+1% +$166K 3.32% 4
2025
Q1 		$12.5M Sell
56,352
-2,464
-4% -$571K 3.89% 2
2024
Q4 		$14.7M Buy
58,816
+493
+0.8% +$116K 4.8% 2
2024
Q3 		$13.6M Sell
58,323
-7,213
-11% -$1.61M 4.48% 2
2024
Q2 		$13.8M Buy
65,536
+6,593
+11% +$1.23M 5% 2
2024
Q1 		$10.1M Buy
58,943
+1,187
+2% +$216K 4.06% 2
2023
Q4 		$11.1M Sell
57,756
-373
-0.6% -$68.9K 5.25% 1
2023
Q3 		$9.95M Buy
58,129
+3,546
+6% +$650K 5.57% 1
2023
Q2 		$10.6M Buy
54,583
+111
+0.2% +$19.3K 6.09% 1
2023
Q1 		$8.98M Buy
+54,472
New +$8.04M 5.78% 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

Channel Wealth's AAPL Position: Q2 2026 in Review

Channel Wealth reduced its Apple (AAPL) stake by 37% in Q2 2026, selling an estimated $10.4M and leaving 63,133 shares worth $18.3M. The position accounts for 4.1% of the portfolio, ranked #3.

Channel Wealth first reported a position in AAPL in Q1 2023 and has held it in 14 quarters since. The position peaked at $25.2M in Q1 2026. 6,092 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Channel Wealth held 63,133 shares of Apple worth $18.3M as of Q2 2026.
  • Channel Wealth sold 36,293 Apple shares in Q2 2026, an estimated $10.4M.
  • Apple made up 4.1% of Channel Wealth's portfolio in Q2 2026, its #3 holding.
  • Channel Wealth first reported a position in Apple in Q1 2023 and has held it in 14 quarters since.
  • Channel Wealth's Apple position peaked at $25.2M in Q1 2026.
  • 6,092 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Channel Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.