DWM
AAPL icon

Dopkins Wealth Management’s Apple AAPL Stock Holding History

Dopkins 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 		$5.1M Sell
17,629
-238
-1% -$68.1K 1.85% 15
2026
Q1 		$4.53M Buy
17,867
+5,884
+49% +$1.53M 1.82% 15
2025
Q4 		$3.26M Sell
11,983
-1,007
-8% -$270K 1.33% 18
2025
Q3 		$3.31M Buy
12,990
+3
+0% +$678 1.4% 17
2025
Q2 		$2.66M Hold
12,987
– – 1.2% 20
2025
Q1 		$2.88M Buy
12,987
+28
+0.2% +$6.49K 1.47% 14
2024
Q4 		$3.25M Buy
12,959
+2,359
+22% +$556K 1.65% 13
2024
Q3 		$2.47M Sell
10,600
-4,661
-31% -$1.04M 1.99% 13
2024
Q2 		$3.21M Buy
15,261
+302
+2% +$56.3K 1.95% 12
2024
Q1 		$2.57M Buy
14,959
+5,219
+54% +$949K 1.54% 13
2023
Q4 		$1.88M Sell
9,740
-3,219
-25% -$594K 1.46% 13
2023
Q3 		$2.22M Buy
12,959
+3,219
+33% +$590K 1.68% 13
2023
Q2 		$1.89M Hold
9,740
– – 1.68% 13
2023
Q1 		$1.61M Buy
9,740
+28
+0.3% +$4.13K 1.5% 14
2022
Q4 		$1.26M Hold
9,712
– – 1.11% 16
2022
Q3 		$1.34M Buy
9,712
+25
+0.3% +$3.92K 1.5% 11
2022
Q2 		$1.32M Hold
9,687
– – 1.43% 11
2022
Q1 		$1.69M Sell
9,687
-420
-4% -$70.6K 1.84% 9
2021
Q4 		$1.79M Buy
+10,107
New +$1.6M 1.77% 10

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

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

Dopkins Wealth Management reduced its Apple (AAPL) stake by 1.3% in Q2 2026, selling an estimated $68.1K and leaving 17,629 shares worth $5.1M. The position accounts for 1.85% of the portfolio, ranked #15.

Dopkins Wealth Management first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 6,110 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Dopkins Wealth Management held 17,629 shares of Apple worth $5.1M as of Q2 2026.
  • Dopkins Wealth Management sold 238 Apple shares in Q2 2026, an estimated $68.1K.
  • Apple made up 1.85% of Dopkins Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Dopkins Wealth Management first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 6,110 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Dopkins Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.