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Copia Wealth Management’s Apple AAPL Stock Holding History

Copia 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 		$1.66M Sell
5,730
-59
-1% -$16.9K 1% 30
2026
Q1 		$1.47M Sell
5,789
-547
-9% -$142K 1.01% 30
2025
Q4 		$1.72M Buy
6,336
+191
+3% +$51.3K 1.23% 21
2025
Q3 		$1.56M Buy
6,145
+629
+11% +$142K 1.16% 23
2025
Q2 		$1.13M Buy
5,516
+133
+2% +$26.9K 0.95% 29
2025
Q1 		$1.2M Sell
5,383
-38
-0.7% -$8.8K 1.11% 22
2024
Q4 		$1.36M Buy
+5,421
New +$1.28M 1.29% 21

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

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

Copia Wealth Management reduced its Apple (AAPL) stake by 1% in Q2 2026, selling an estimated $16.9K and leaving 5,730 shares worth $1.66M. The position accounts for 1% of the portfolio, ranked #30.

Copia Wealth Management first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.72M in Q4 2025. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Copia Wealth Management held 5,730 shares of Apple worth $1.66M as of Q2 2026.
  • Copia Wealth Management sold 59 Apple shares in Q2 2026, an estimated $16.9K.
  • Apple made up 1% of Copia Wealth Management's portfolio in Q2 2026, its #30 holding.
  • Copia Wealth Management first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • Copia Wealth Management's Apple position peaked at $1.72M in Q4 2025.
  • 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.