Core Wealth Management’s Apple AAPL Stock Holding History

Core 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	$1.22M	Sell	4,204 -33	-0.8%	-$9.44K	0.34%	12
2026 Q1	$1.08M	Sell	4,237 -314	-7%	-$81.7K	0.33%	11
2025 Q4	$1.24M	Buy	4,551 +1,187	+35%	+$319K	0.39%	10
2025 Q3	$857K	Buy	3,364 +753	+29%	+$170K	0.28%	13
2025 Q2	$536K	Sell	2,611 -346	-12%	-$69.9K	0.19%	19
2025 Q1	$657K	Hold	2,957	–	–	0.25%	15
2024 Q4	$741K	Sell	2,957 -11	-0.4%	-$2.59K	0.29%	12
2024 Q3	$625K	Hold	2,968	–	–	0.25%	15
2024 Q2	$625K	Buy	2,968 +50	+2%	+$9.32K	0.25%	15
2024 Q1	$500K	Buy	2,918 +1,248	+75%	+$227K	0.22%	15
2023 Q4	$322K	Hold	1,670	–	–	0.15%	17
2023 Q3	$286K	Buy	1,670 +37	+2%	+$6.79K	0.15%	15
2023 Q2	$317K	Buy	1,633 +29	+2%	+$5.05K	0.16%	16
2023 Q1	$265K	Buy	+1,604	New	+$237K	0.14%	18

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Core Wealth Management reduced its Apple (AAPL) stake by 0.78% in Q2 2026, selling an estimated $9.44K and leaving 4,204 shares worth $1.22M. The position accounts for 0.34% of the portfolio, ranked #12.

Core Wealth Management first reported a position in AAPL in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.24M in Q4 2025. 6,118 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Core Wealth Management held 4,204 shares of Apple worth $1.22M as of Q2 2026.
Core Wealth Management sold 33 Apple shares in Q2 2026, an estimated $9.44K.
Apple made up 0.34% of Core Wealth Management's portfolio in Q2 2026, its #12 holding.
Core Wealth Management first reported a position in Apple in Q1 2023 and has held it in 14 quarters since.
Core Wealth Management's Apple position peaked at $1.24M in Q4 2025.
6,118 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Core Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.