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Core Wealth Advisors (Florida)’s Apple AAPL Stock Holding History

Core Wealth Advisors (Florida)’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 		$6.2M Buy
21,412
+2,894
+16% +$828K 1.25% 14
2026
Q1 		$4.7M Buy
18,518
+263
+1% +$68.4K 1.12% 17
2025
Q4 		$4.96M Buy
18,255
+191
+1% +$51.3K 1.29% 11
2025
Q3 		$4.6M Buy
18,064
+2,686
+17% +$607K 1.2% 12
2025
Q2 		$3.16M Buy
15,378
+982
+7% +$198K 0.91% 16
2025
Q1 		$3.2M Buy
14,396
+344
+2% +$79.7K 1.02% 16
2024
Q4 		$3.52M Buy
14,052
+313
+2% +$73.8K 1.16% 13
2024
Q3 		$3.2M Buy
13,739
+1,371
+11% +$306K 1.03% 13
2024
Q2 		$2.6M Sell
12,368
-698
-5% -$130K 0.89% 15
2024
Q1 		$2.24M Sell
13,066
-22
-0.2% -$4K 0.76% 18
2023
Q4 		$2.52M Buy
13,088
+919
+8% +$170K 0.93% 15
2023
Q3 		$2.08M Sell
12,169
-130
-1% -$23.8K 0.85% 16
2023
Q2 		$2.39M Buy
12,299
+79
+0.6% +$13.8K 0.96% 11
2023
Q1 		$2.02M Sell
12,220
-196
-2% -$28.9K 0.8% 15
2022
Q4 		$1.61M Buy
12,416
+663
+6% +$94.8K 0.71% 16
2022
Q3 		$1.62M Buy
11,753
+101
+0.9% +$15.9K 0.95% 12
2022
Q2 		$1.59M Sell
11,652
-130
-1% -$19.7K 0.98% 14
2022
Q1 		$2.06M Sell
11,782
-175
-1% -$29.4K 1.15% 9
2021
Q4 		$2.12M Buy
11,957
+2,974
+33% +$470K 1.27% 10
2021
Q3 		$1.27M Sell
8,983
-22
-0.2% -$3.24K 0.84% 10
2021
Q2 		$1.23M Sell
9,005
-3,659
-29% -$474K 0.82% 15
2021
Q1 		$1.55M Buy
12,664
+473
+4% +$60.7K 1.36% 10
2020
Q4 		$1.62M Sell
12,191
-623
-5% -$74.9K 1.45% 12
2020
Q3 		$1.48M Sell
12,814
-1,770
-12% -$193K 1.39% 13
2020
Q2 		$1.33M Buy
14,584
+984
+7% +$76.3K 1.17% 17
2020
Q1 		$865K Buy
13,600
+4,040
+42% +$297K 0.66% 21
2019
Q4 		$702K Buy
+9,560
New +$615K 0.4% 26

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

Core Wealth Advisors (Florida)'s AAPL Position: Q2 2026 in Review

Core Wealth Advisors (Florida) increased its Apple (AAPL) stake by 16% in Q2 2026, buying an estimated $828K and bringing the position to 21,412 shares worth $6.2M. The position accounts for 1.25% of the portfolio, ranked #14.

Core Wealth Advisors (Florida) first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Core Wealth Advisors (Florida) held 21,412 shares of Apple worth $6.2M as of Q2 2026.
  • Core Wealth Advisors (Florida) bought 2,894 Apple shares in Q2 2026, an estimated $828K.
  • Apple made up 1.25% of Core Wealth Advisors (Florida)'s portfolio in Q2 2026, its #14 holding.
  • Core Wealth Advisors (Florida) first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2026, filed 11 Aug 2026.