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Continuum Wealth Advisors’s Apple AAPL Stock Holding History

Continuum 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 		$1.05M Buy
3,628
+480
+15% +$137K 0.35% 30
2026
Q1 		$799K Sell
3,148
-744
-19% -$194K 0.33% 29
2025
Q4 		$1.06M Buy
3,892
+732
+23% +$197K 0.41% 26
2025
Q3 		$805K Buy
3,160
+1,274
+68% +$288K 0.34% 28
2025
Q2 		$387K Hold
1,886
– – 0.19% 39
2025
Q1 		$419K Sell
1,886
-255
-12% -$59.1K 0.21% 32
2024
Q4 		$536K Buy
2,141
+265
+14% +$62.5K 0.27% 30
2024
Q3 		$437K Sell
1,876
-746
-28% -$167K 0.23% 35
2024
Q2 		$552K Sell
2,622
-306
-10% -$57.1K 0.29% 28
2024
Q1 		$502K Buy
2,928
+1,045
+55% +$190K 0.28% 31
2023
Q4 		$363K Sell
1,883
-2
-0.1% -$369 0.24% 34
2023
Q3 		$323K Sell
1,885
-2
-0.1% -$367 0.23% 36
2023
Q2 		$366K Sell
1,887
-4
-0.2% -$697 0.26% 31
2023
Q1 		$312K Sell
1,891
-322
-15% -$47.5K 0.25% 30
2022
Q4 		$288K Buy
+2,213
New +$316K 0.29% 33

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

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

Continuum Wealth Advisors increased its Apple (AAPL) stake by 15% in Q2 2026, buying an estimated $137K and bringing the position to 3,628 shares worth $1.05M. The position accounts for 0.35% of the portfolio, ranked #30.

Continuum Wealth Advisors first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.06M in Q4 2025. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Continuum Wealth Advisors held 3,628 shares of Apple worth $1.05M as of Q2 2026.
  • Continuum Wealth Advisors bought 480 Apple shares in Q2 2026, an estimated $137K.
  • Apple made up 0.35% of Continuum Wealth Advisors's portfolio in Q2 2026, its #30 holding.
  • Continuum Wealth Advisors first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • Continuum Wealth Advisors's Apple position peaked at $1.06M in Q4 2025.
  • 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Continuum Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.