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Diversify Wealth Management’s Apple AAPL Stock Holding History

Diversify 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 		$151M Buy
449,050
+34,447
+8% +$9.85M 2.53% 5
2026
Q1 		$112M Buy
414,603
+302,610
+270% +$78.8M 2% 5
2025
Q4 		$29.2M Buy
111,993
+2,101
+2% +$564K 1.36% 7
2025
Q3 		$29.6M Buy
109,892
+4,292
+4% +$970K 1.71% 7
2025
Q2 		$24.3M Buy
105,600
+4,186
+4% +$845K 1.5% 8
2025
Q1 		$21.4M Buy
101,414
+455
+0.5% +$105K 1.59% 7
2024
Q4 		$23.9M Buy
100,959
+37,036
+58% +$8.73M 1.86% 6
2024
Q3 		$14.8M Buy
63,923
+11,060
+21% +$2.47M 1.42% 10
2024
Q2 		$11.1M Buy
+52,863
New +$9.86M 1.38% 12

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

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

Diversify Wealth Management increased its Apple (AAPL) stake by 8.3% in Q2 2026, buying an estimated $9.85M and bringing the position to 449,050 shares worth $151M. The position accounts for 2.53% of the portfolio, ranked #5.

Diversify Wealth Management first reported a position in AAPL in Q2 2024 and has held it in 9 quarters since. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Diversify Wealth Management held 449,050 shares of Apple worth $151M as of Q2 2026.
  • Diversify Wealth Management bought 34,447 Apple shares in Q2 2026, an estimated $9.85M.
  • Apple made up 2.53% of Diversify Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Diversify Wealth Management first reported a position in Apple in Q2 2024 and has held it in 9 quarters since.
  • 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.