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DWM Financial Group’s Apple AAPL Stock Holding History

DWM Financial Group’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 		$1.11M Buy
+4,089
New +$1.17M 0.99% 14
2020
Q4 		$239K Hold
1,799
– – 0.33% 16
2020
Q3 		$208K Sell
1,799
-1,713
-49% -$187K 0.32% 16
2020
Q2 		$320K Sell
3,512
-6,324
-64% -$490K 0.48% 18
2020
Q1 		$625K Buy
9,836
+6,324
+180% +$465K 1.37% 12
2019
Q4 		$258K Buy
+3,512
New +$226K 0.26% 25

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

DWM Financial Group's AAPL Position: Q2 2026 in Review

DWM Financial Group opened a new position in Apple (AAPL) in Q2 2026: 4,089 shares worth $1.11M. The stake represents 0.99% of the portfolio and ranks #14 among its holdings. This is a return to the name: DWM Financial Group previously reported a position in AAPL as recently as Q4 2020.

DWM Financial Group first reported a position in AAPL in Q4 2019 and has held it in 6 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • DWM Financial Group held 4,089 shares of Apple worth $1.11M as of Q2 2026.
  • Apple was a new DWM Financial Group position in Q2 2026.
  • Apple made up 0.99% of DWM Financial Group's portfolio in Q2 2026, its #14 holding.
  • DWM Financial Group first reported a position in Apple in Q4 2019 and has held it in 6 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on DWM Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.