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Darden Wealth Group’s Apple AAPL Stock Holding History

Darden Wealth Group’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 		$9.75M Sell
33,702
-27
-0.1% -$7.72K 3.86% 5
2026
Q1 		$8.56M Sell
33,729
-1,147
-3% -$299K 4.36% 3
2025
Q4 		$9.48M Buy
34,876
+144
+0.4% +$38.7K 4.6% 3
2025
Q3 		$8.84M Sell
34,732
-1,016
-3% -$230K 4.62% 3
2025
Q2 		$7.33M Sell
35,748
-3,958
-10% -$799K 4.42% 4
2025
Q1 		$8.82M Sell
39,706
-1,104
-3% -$256K 6.84% 2
2024
Q4 		$10.2M Sell
40,810
-896
-2% -$211K 6.88% 2
2024
Q3 		$9.72M Buy
41,706
+1,892
+5% +$423K 6.97% 2
2024
Q2 		$8.39M Buy
39,814
+2,753
+7% +$513K 5.05% 3
2024
Q1 		$6.36M Sell
37,061
-1,208
-3% -$220K 4.98% 3
2023
Q4 		$7.37M Buy
+38,269
New +$7.07M 7.08% 2

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

Darden Wealth Group's AAPL Position: Q2 2026 in Review

Darden Wealth Group reduced its Apple (AAPL) stake by 0.08% in Q2 2026, selling an estimated $7.72K and leaving 33,702 shares worth $9.75M. The position accounts for 3.86% of the portfolio, ranked #5.

Darden Wealth Group first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.2M in Q4 2024. 6,132 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Darden Wealth Group held 33,702 shares of Apple worth $9.75M as of Q2 2026.
  • Darden Wealth Group sold 27 Apple shares in Q2 2026, an estimated $7.72K.
  • Apple made up 3.86% of Darden Wealth Group's portfolio in Q2 2026, its #5 holding.
  • Darden Wealth Group first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • Darden Wealth Group's Apple position peaked at $10.2M in Q4 2024.
  • 6,132 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Darden Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.