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Chico Wealth RIA’s Apple AAPL Stock Holding History

Chico Wealth RIA’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 		$1.85M Buy
6,408
+242
+4% +$69.2K 0.97% 9
2026
Q1 		$1.56M Buy
6,166
+60
+1% +$15.6K 0.96% 10
2025
Q4 		$1.66M Buy
6,106
+736
+14% +$198K 1.08% 8
2025
Q3 		$1.37M Sell
5,370
-23
-0.4% -$5.2K 0.93% 9
2025
Q2 		$1.11M Sell
5,393
-217
-4% -$43.8K 0.88% 8
2025
Q1 		$1.25M Sell
5,610
-1
-0% -$232 1.08% 8
2024
Q4 		$1.4M Sell
5,611
-210
-4% -$49.5K 1.23% 7
2024
Q3 		$1.36M Sell
5,821
-258
-4% -$57.6K 1.16% 8
2024
Q2 		$1.28M Sell
6,079
-82
-1% -$15.3K 1.17% 9
2024
Q1 		$1.06M Buy
6,161
+826
+15% +$150K 1% 10
2023
Q4 		$1.03M Buy
5,335
+1
+0% +$185 1.07% 10
2023
Q3 		$913K Buy
5,334
+695
+15% +$127K 1.09% 11
2023
Q2 		$900K Buy
4,639
+20
+0.4% +$3.48K 1.07% 11
2023
Q1 		$762K Buy
4,619
+3
+0.1% +$443 0.98% 11
2022
Q4 		$600K Sell
4,616
-40,000
-90% -$5.72M 0.67% 12
2022
Q3 		$6.17M Sell
44,616
-162
-0.4% -$25.4K 7.16% 4
2022
Q2 		$6.12M Buy
44,778
+143
+0.3% +$21.7K 4.98% 6
2022
Q1 		$7.79M Buy
+44,635
New +$7.51M 6.25% 5

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

Chico Wealth RIA's AAPL Position: Q2 2026 in Review

Chico Wealth RIA increased its Apple (AAPL) stake by 3.9% in Q2 2026, buying an estimated $69.2K and bringing the position to 6,408 shares worth $1.85M. The position accounts for 0.97% of the portfolio, ranked #9.

Chico Wealth RIA first reported a position in AAPL in Q1 2022 and has held it in 18 quarters since. The position peaked at $7.79M in Q1 2022. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Chico Wealth RIA held 6,408 shares of Apple worth $1.85M as of Q2 2026.
  • Chico Wealth RIA bought 242 Apple shares in Q2 2026, an estimated $69.2K.
  • Apple made up 0.97% of Chico Wealth RIA's portfolio in Q2 2026, its #9 holding.
  • Chico Wealth RIA first reported a position in Apple in Q1 2022 and has held it in 18 quarters since.
  • Chico Wealth RIA's Apple position peaked at $7.79M in Q1 2022.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Chico Wealth RIA's 13F filing for Q2 2026, filed 13 Aug 2026.