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Cyndeo Wealth Partners’s Apple AAPL Stock Holding History

Cyndeo Wealth Partners’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 		$67.5M Buy
233,368
+7,550
+3% +$2.16M 3.18% 2
2026
Q1 		$57.3M Buy
225,818
+16,122
+8% +$4.2M 3.02% 2
2025
Q4 		$57M Buy
209,696
+5,674
+3% +$1.52M 3.07% 3
2025
Q3 		$52M Sell
204,022
-4,102
-2% -$927K 2.89% 4
2025
Q2 		$42.7M Buy
208,124
+7,649
+4% +$1.54M 2.53% 5
2025
Q1 		$44.5M Buy
200,475
+18,103
+10% +$4.19M 2.92% 2
2024
Q4 		$45.7M Buy
182,372
+7,674
+4% +$1.81M 3.09% 2
2024
Q3 		$40.7M Buy
174,698
+46,261
+36% +$10.3M 2.84% 2
2024
Q2 		$27.1M Buy
128,437
+663
+0.5% +$124K 2.12% 4
2024
Q1 		$21.9M Sell
127,774
-233
-0.2% -$42.4K 1.82% 6
2023
Q4 		$24.6M Buy
128,007
+19,311
+18% +$3.57M 2.28% 4
2023
Q3 		$18.6M Buy
108,696
+3,264
+3% +$599K 1.94% 6
2023
Q2 		$20.5M Sell
105,432
-5,296
-5% -$923K 2.14% 4
2023
Q1 		$18.3M Sell
110,728
-13,769
-11% -$2.03M 1.97% 6
2022
Q4 		$16.2M Buy
+124,497
New +$17.8M 1.9% 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

Cyndeo Wealth Partners's AAPL Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its Apple (AAPL) stake by 3.3% in Q2 2026, buying an estimated $2.16M and bringing the position to 233,368 shares worth $67.5M. The position accounts for 3.18% of the portfolio, ranked #2.

Cyndeo Wealth Partners first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Cyndeo Wealth Partners held 233,368 shares of Apple worth $67.5M as of Q2 2026.
  • Cyndeo Wealth Partners bought 7,550 Apple shares in Q2 2026, an estimated $2.16M.
  • Apple made up 3.18% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #2 holding.
  • Cyndeo Wealth Partners first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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