CrossGen Wealth’s Apple AAPL Stock Holding History

CrossGen Wealth’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	$5.98M	Sell	20,683 -435	-2%	-$124K	4.65%	3
2026 Q1	$5.36M	Sell	21,118 -177	-0.8%	-$46.1K	4.71%	2
2025 Q4	$5.79M	Buy	+21,295	New	+$5.72M	5.1%	2

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

CrossGen Wealth's AAPL Position: Q2 2026 in Review

CrossGen Wealth reduced its Apple (AAPL) stake by 2.1% in Q2 2026, selling an estimated $124K and leaving 20,683 shares worth $5.98M. The position accounts for 4.65% of the portfolio, ranked #3.

CrossGen Wealth first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. 6,096 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

CrossGen Wealth held 20,683 shares of Apple worth $5.98M as of Q2 2026.
CrossGen Wealth sold 435 Apple shares in Q2 2026, an estimated $124K.
Apple made up 4.65% of CrossGen Wealth's portfolio in Q2 2026, its #3 holding.
CrossGen Wealth first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
6,096 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on CrossGen Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.