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Discipline Wealth Solutions’s Apple AAPL Stock Holding History

Discipline Wealth Solutions’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 		$8.44M Buy
29,162
+687
+2% +$197K 0.74% 35
2026
Q1 		$7.23M Buy
28,475
+3,907
+16% +$1.02M 0.76% 38
2025
Q4 		$6.68M Buy
24,568
+3,782
+18% +$1.02M 1.24% 19
2025
Q3 		$5.29M Buy
20,786
+4,877
+31% +$1.1M 1.4% 17
2025
Q2 		$3.26M Buy
15,909
+6,534
+70% +$1.32M 1.25% 14
2025
Q1 		$2.08M Buy
9,375
+1
+0% +$232 0.99% 19
2024
Q4 		$2.35M Buy
9,374
+733
+8% +$173K 1.09% 18
2024
Q3 		$2.01M Buy
+8,641
New +$1.93M 1.06% 14

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

Discipline Wealth Solutions's AAPL Position: Q2 2026 in Review

Discipline Wealth Solutions increased its Apple (AAPL) stake by 2.4% in Q2 2026, buying an estimated $197K and bringing the position to 29,162 shares worth $8.44M. The position accounts for 0.74% of the portfolio, ranked #35.

Discipline Wealth Solutions first reported a position in AAPL in Q3 2024 and has held it in 8 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Discipline Wealth Solutions held 29,162 shares of Apple worth $8.44M as of Q2 2026.
  • Discipline Wealth Solutions bought 687 Apple shares in Q2 2026, an estimated $197K.
  • Apple made up 0.74% of Discipline Wealth Solutions's portfolio in Q2 2026, its #35 holding.
  • Discipline Wealth Solutions first reported a position in Apple in Q3 2024 and has held it in 8 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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