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Cherrydale Wealth Management’s Apple AAPL Stock Holding History

Cherrydale 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 		$4.06M Sell
14,041
-187
-1% -$53.5K 1.06% 15
2026
Q1 		$3.61M Sell
14,228
-1,346
-9% -$350K 1.12% 14
2025
Q4 		$4.23M Sell
15,574
-358
-2% -$96.1K 1.29% 11
2025
Q3 		$4.06M Buy
15,932
+1,269
+9% +$287K 1.27% 12
2025
Q2 		$3.01M Sell
14,663
-884
-6% -$179K 1.05% 15
2025
Q1 		$3.45M Buy
15,547
+2,378
+18% +$551K 1.37% 12
2024
Q4 		$3.3M Buy
13,169
+745
+6% +$176K 1.28% 12
2024
Q3 		$2.89M Buy
12,424
+81
+0.7% +$18.1K 1.18% 11
2024
Q2 		$2.6M Buy
12,343
+2,658
+27% +$496K 1.14% 14
2024
Q1 		$1.66M Buy
9,685
+675
+7% +$123K 0.78% 16
2023
Q4 		$1.73M Sell
9,010
-12,584
-58% -$2.32M 0.91% 16
2023
Q3 		$3.7M Buy
21,594
+293
+1% +$53.7K 2.2% 8
2023
Q2 		$4.13M Buy
21,301
+433
+2% +$75.5K 2.89% 8
2023
Q1 		$3.44M Sell
20,868
-13,132
-39% -$1.94M 2.61% 8
2022
Q4 		$4.42M Buy
34,000
+427
+1% +$61K 3.66% 8
2022
Q3 		$4.64M Buy
33,573
+630
+2% +$98.9K 4.28% 8
2022
Q2 		$4.5M Sell
32,943
-252
-0.8% -$38.2K 4.13% 8
2022
Q1 		$5.8M Buy
33,195
+530
+2% +$89.1K 4.25% 6
2021
Q4 		$5.8M Buy
+32,665
New +$5.16M 4.35% 6

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

Cherrydale Wealth Management's AAPL Position: Q2 2026 in Review

Cherrydale Wealth Management reduced its Apple (AAPL) stake by 1.3% in Q2 2026, selling an estimated $53.5K and leaving 14,041 shares worth $4.06M. The position accounts for 1.06% of the portfolio, ranked #15.

Cherrydale Wealth Management first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.8M in Q4 2021. 6,077 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Cherrydale Wealth Management held 14,041 shares of Apple worth $4.06M as of Q2 2026.
  • Cherrydale Wealth Management sold 187 Apple shares in Q2 2026, an estimated $53.5K.
  • Apple made up 1.06% of Cherrydale Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Cherrydale Wealth Management first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • Cherrydale Wealth Management's Apple position peaked at $5.8M in Q4 2021.
  • 6,077 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Cherrydale Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.