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Delos Wealth Advisors’s Apple AAPL Stock Holding History

Delos 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 		$8.53M Buy
29,466
+1,315
+5% +$376K 4.37% 2
2026
Q1 		$7.14M Buy
28,151
+1,860
+7% +$484K 4.09% 5
2025
Q4 		$7.15M Buy
26,291
+124
+0.5% +$33.3K 4.71% 3
2025
Q3 		$6.66M Buy
26,167
+481
+2% +$109K 4.49% 6
2025
Q2 		$5.27M Sell
25,686
-1,304
-5% -$263K 4.1% 6
2025
Q1 		$6M Sell
26,990
-62
-0.2% -$14.4K 4.75% 4
2024
Q4 		$6.77M Buy
27,052
+15,554
+135% +$3.67M 5.4% 2
2024
Q3 		$2.68M Sell
11,498
-326
-3% -$72.8K 2.33% 16
2024
Q2 		$2.49M Buy
11,824
+3,453
+41% +$644K 2.41% 16
2024
Q1 		$1.44M Buy
8,371
+1,664
+25% +$303K 1.61% 26
2023
Q4 		$1.29M Buy
6,707
+444
+7% +$82K 1.87% 23
2023
Q3 		$1.18M Sell
6,263
-93
-1% -$17.1K 1.42% 27
2023
Q2 		$1.23M Sell
6,356
-120
-2% -$20.9K 1.57% 25
2023
Q1 		$1.07M Sell
6,476
-2,694
-29% -$398K 1.35% 27
2022
Q4 		$1.19M Sell
9,170
-2,755
-23% -$394K 1.84% 20
2022
Q3 		$1.65M Buy
11,925
+409
+4% +$64.2K 1.97% 24
2022
Q2 		$1.57M Buy
11,516
+123
+1% +$18.6K 1.76% 25
2022
Q1 		$1.99M Sell
11,393
-74
-0.6% -$12.4K 1.96% 27
2021
Q4 		$2.04M Buy
11,467
+168
+1% +$26.6K 1.94% 23
2021
Q3 		$1.6M Sell
11,299
-8,053
-42% -$1.19M 1.76% 24
2021
Q2 		$2.65M Buy
+19,352
New +$2.51M 3.31% 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

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

Delos Wealth Advisors increased its Apple (AAPL) stake by 4.7% in Q2 2026, buying an estimated $376K and bringing the position to 29,466 shares worth $8.53M. The position accounts for 4.37% of the portfolio, ranked #2.

Delos Wealth Advisors first reported a position in AAPL in Q2 2021 and has held it in 21 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Delos Wealth Advisors held 29,466 shares of Apple worth $8.53M as of Q2 2026.
  • Delos Wealth Advisors bought 1,315 Apple shares in Q2 2026, an estimated $376K.
  • Apple made up 4.37% of Delos Wealth Advisors's portfolio in Q2 2026, its #2 holding.
  • Delos Wealth Advisors first reported a position in Apple in Q2 2021 and has held it in 21 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Delos Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.