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	$438K	Buy	130,100 +130,000	+130,000%	+$37.2M	0.01%	913
2026 Q1	$270	Buy	+100	New	+$26K	﹤0.01%	1156

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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. 6,152 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.
6,152 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.