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Denver Wealth Management’s Apple AAPL Stock Holding History

Denver Wealth Management’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 		$8.88M Buy
30,703
+31
+0.1% +$8.87K 2.54% 7
2026
Q1 		$7.78M Sell
30,672
-531
-2% -$138K 2.68% 8
2025
Q4 		$8.48M Sell
31,203
-126
-0.4% -$33.8K 3.01% 7
2025
Q3 		$7.98M Sell
31,329
-1,234
-4% -$279K 2.94% 7
2025
Q2 		$6.68M Sell
32,563
-199
-0.6% -$40.2K 2.76% 9
2025
Q1 		$7.28M Sell
32,762
-251
-0.8% -$58.1K 3.32% 7
2024
Q4 		$8.27M Sell
33,013
-1,104
-3% -$260K 3.72% 5
2024
Q3 		$7.95M Sell
34,117
-1,001
-3% -$224K 3.68% 5
2024
Q2 		$7.4M Sell
35,118
-887
-2% -$165K 3.7% 5
2024
Q1 		$6.17M Sell
36,005
-3,849
-10% -$700K 3.15% 7
2023
Q4 		$7.67M Buy
39,854
+267
+0.7% +$49.3K 4.34% 6
2023
Q3 		$6.78M Sell
39,587
-306
-0.8% -$56.1K 4.38% 7
2023
Q2 		$7.74M Sell
39,893
-546
-1% -$95.1K 5.4% 4
2023
Q1 		$6.67M Sell
40,439
-1,289
-3% -$190K 4.63% 5
2022
Q4 		$5.42M Buy
41,728
+263
+0.6% +$37.6K 4.05% 8
2022
Q3 		$5.73M Buy
41,465
+721
+2% +$113K 5.43% 6
2022
Q2 		$5.57M Buy
+40,744
New +$6.17M 5.82% 6
2021
Q4 		$6.29M Buy
+35,405
New +$5.6M 6.03% 8
2021
Q1 		$5.8M Buy
+33,201
New +$4.26M 6.11% 7

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

Denver Wealth Management's AAPL Position: Q2 2026 in Review

Denver Wealth Management increased its Apple (AAPL) stake by 0.1% in Q2 2026, buying an estimated $8.87K and bringing the position to 30,703 shares worth $8.88M. The position accounts for 2.54% of the portfolio, ranked #7.

Denver Wealth Management first reported a position in AAPL in Q1 2021 and has held it in 19 quarters since. 6,132 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Denver Wealth Management held 30,703 shares of Apple worth $8.88M as of Q2 2026.
  • Denver Wealth Management bought 31 Apple shares in Q2 2026, an estimated $8.87K.
  • Apple made up 2.54% of Denver Wealth Management's portfolio in Q2 2026, its #7 holding.
  • Denver Wealth Management first reported a position in Apple in Q1 2021 and has held it in 19 quarters since.
  • 6,132 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Denver Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.