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Dodds Wealth’s Apple AAPL Stock Holding History

Dodds Wealth’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 		$3.87M Buy
13,386
+115
+0.9% +$32.9K 0.87% 16
2026
Q1 		$3.37M Sell
13,271
-148
-1% -$38.5K 0.83% 16
2025
Q4 		$3.65M Buy
13,419
+2
+0% +$537 0.89% 16
2025
Q3 		$3.42M Buy
13,417
+1
+0% +$226 0.85% 15
2025
Q2 		$2.75M Sell
13,416
-321
-2% -$64.8K 0.74% 15
2025
Q1 		$3.05M Sell
13,737
-93
-0.7% -$21.5K 0.99% 16
2024
Q4 		$3.1M Sell
13,830
-73
-0.5% -$17.2K 1% 16
2024
Q3 		$3.18M Sell
13,903
-113
-0.8% -$25.2K 1.06% 16
2024
Q2 		$3.21M Buy
14,016
+1,309
+10% +$244K 1.25% 15
2024
Q1 		$2.18M Buy
12,707
+784
+7% +$143K 0.89% 17
2023
Q4 		$2.3M Buy
+11,923
New +$2.2M 1.18% 17

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

Dodds Wealth's AAPL Position: Q2 2026 in Review

Dodds Wealth increased its Apple (AAPL) stake by 0.87% in Q2 2026, buying an estimated $32.9K and bringing the position to 13,386 shares worth $3.87M. The position accounts for 0.87% of the portfolio, ranked #16.

Dodds Wealth first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 6,077 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Dodds Wealth held 13,386 shares of Apple worth $3.87M as of Q2 2026.
  • Dodds Wealth bought 115 Apple shares in Q2 2026, an estimated $32.9K.
  • Apple made up 0.87% of Dodds Wealth's portfolio in Q2 2026, its #16 holding.
  • Dodds Wealth first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • 6,077 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Dodds Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.