Dogwood Wealth Management’s Apple AAPL Stock Holding History

Dogwood 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	$2.51M	Sell	8,690 -377	-4%	-$108K	0.99%	24
2026 Q1	$2.3M	Sell	9,067 -1,151	-11%	-$300K	1%	25
2025 Q4	$2.78M	Sell	10,218 -2,533	-20%	-$680K	1.22%	20
2025 Q3	$3.25M	Buy	12,751 +74	+0.6%	+$16.7K	1.48%	18
2025 Q2	$2.66M	Buy	12,677 +3,418	+37%	+$690K	1.3%	21
2025 Q1	$2.06M	Buy	9,259 +1,101	+13%	+$255K	1.08%	25
2024 Q4	$2.04M	Buy	8,158 +518	+7%	+$122K	1.08%	24
2024 Q3	$1.78M	Buy	7,640 +110	+1%	+$24.6K	1.02%	26
2024 Q2	$1.59M	Buy	7,530 +239	+3%	+$44.6K	0.98%	27
2024 Q1	$1.25M	Buy	7,291 +1,038	+17%	+$189K	0.85%	27
2023 Q4	$1.2M	Buy	+6,253	New	+$1.15M	0.94%	27

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 $3.37T AUM 44.26% 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

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

Dogwood Wealth Management reduced its Apple (AAPL) stake by 4.2% in Q2 2026, selling an estimated $108K and leaving 8,690 shares worth $2.51M. The position accounts for 0.99% of the portfolio, ranked #24.

Dogwood Wealth Management first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.25M in Q3 2025. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Dogwood Wealth Management held 8,690 shares of Apple worth $2.51M as of Q2 2026.
Dogwood Wealth Management sold 377 Apple shares in Q2 2026, an estimated $108K.
Apple made up 0.99% of Dogwood Wealth Management's portfolio in Q2 2026, its #24 holding.
Dogwood Wealth Management first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
Dogwood Wealth Management's Apple position peaked at $3.25M in Q3 2025.
6,089 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.