Duncan Williams Asset Management’s Apple AAPL Stock Holding History

Duncan Williams Asset 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	$17.3M	Buy	59,689 +1,918	+3%	+$549K	3.89%	6
2026 Q1	$14.7M	Buy	57,771 +2,570	+5%	+$669K	4.07%	5
2025 Q4	$15.3M	Sell	55,201 -581	-1%	-$156K	3.79%	5
2025 Q3	$14.2M	Buy	55,782 +126	+0.2%	+$28.5K	4%	4
2025 Q2	$11.4M	Sell	55,656 -1,645	-3%	-$332K	3.6%	4
2025 Q1	$12.7M	Sell	57,301 -601	-1%	-$139K	4.6%	4
2024 Q4	$14.5M	Buy	57,902 +24,539	+74%	+$5.78M	5.71%	3
2024 Q3	$7.77M	Buy	33,363 +21,755	+187%	+$4.86M	4.28%	4
2024 Q2	$2.44M	Buy	11,608 +169	+1%	+$31.5K	2.06%	7
2024 Q1	$1.96M	Buy	+11,439	New	+$2.08M	1.77%	9

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

Duncan Williams Asset Management's AAPL Position: Q2 2026 in Review

Duncan Williams Asset Management increased its Apple (AAPL) stake by 3.3% in Q2 2026, buying an estimated $549K and bringing the position to 59,689 shares worth $17.3M. The position accounts for 3.89% of the portfolio, ranked #6.

Duncan Williams Asset Management first reported a position in AAPL in Q1 2024 and has held it in 10 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Duncan Williams Asset Management held 59,689 shares of Apple worth $17.3M as of Q2 2026.
Duncan Williams Asset Management bought 1,918 Apple shares in Q2 2026, an estimated $549K.
Apple made up 3.89% of Duncan Williams Asset Management's portfolio in Q2 2026, its #6 holding.
Duncan Williams Asset Management first reported a position in Apple in Q1 2024 and has held it in 10 quarters since.
6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Duncan Williams Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.