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Todd Wealth Management, LLC’s Apple AAPL Stock Holding History

Todd Wealth Management, LLC’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 		$5.25M Sell
18,144
-108
-0.6% -$30.9K 3.98% 5
2026
Q1 		$4.63M Buy
18,252
+31
+0.2% +$8.07K 4.21% 5
2025
Q4 		$4.95M Buy
+18,221
New +$4.89M 4.48% 3

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 $3.38T AUM 44.17% 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

Todd Wealth Management, LLC's AAPL Position: Q2 2026 in Review

Todd Wealth Management, LLC reduced its Apple (AAPL) stake by 0.59% in Q2 2026, selling an estimated $30.9K and leaving 18,144 shares worth $5.25M. The position accounts for 3.98% of the portfolio, ranked #5.

Todd Wealth Management, LLC first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. 6,150 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Todd Wealth Management, LLC held 18,144 shares of Apple worth $5.25M as of Q2 2026.
  • Todd Wealth Management, LLC sold 108 Apple shares in Q2 2026, an estimated $30.9K.
  • Apple made up 3.98% of Todd Wealth Management, LLC's portfolio in Q2 2026, its #5 holding.
  • Todd Wealth Management, LLC first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
  • 6,150 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Todd Wealth Management, LLC's 13F filing for Q2 2026, filed 7 Oct 2026.