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Crux Wealth Advisors’s Apple AAPL Stock Holding History

Crux 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 		$3.35M Sell
11,580
-395
-3% -$113K 1.16% 21
2026
Q1 		$3.04M Sell
11,975
-31
-0.3% -$8.07K 1.17% 22
2025
Q4 		$3.26M Sell
12,006
-532
-4% -$143K 1.21% 21
2025
Q3 		$3.19M Sell
12,538
-204
-2% -$46.1K 1.27% 21
2025
Q2 		$2.61M Sell
12,742
-3,856
-23% -$779K 1.11% 25
2025
Q1 		$3.69M Sell
16,598
-1,119
-6% -$259K 1.92% 8
2024
Q4 		$4.44M Buy
+17,717
New +$4.18M 2.47% 5

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

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

Crux Wealth Advisors reduced its Apple (AAPL) stake by 3.3% in Q2 2026, selling an estimated $113K and leaving 11,580 shares worth $3.35M. The position accounts for 1.16% of the portfolio, ranked #21.

Crux Wealth Advisors first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.44M in Q4 2024. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Crux Wealth Advisors held 11,580 shares of Apple worth $3.35M as of Q2 2026.
  • Crux Wealth Advisors sold 395 Apple shares in Q2 2026, an estimated $113K.
  • Apple made up 1.16% of Crux Wealth Advisors's portfolio in Q2 2026, its #21 holding.
  • Crux Wealth Advisors first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • Crux Wealth Advisors's Apple position peaked at $4.44M in Q4 2024.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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