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Dynasty Wealth Management’s Apple AAPL Stock Holding History

Dynasty 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 		$22.8M Sell
78,794
-7,905
-9% -$2.26M 0.17% 54
2026
Q1 		$22M Sell
86,699
-453
-0.5% -$118K 0.19% 54
2025
Q4 		$23.7M Buy
87,152
+6,586
+8% +$1.77M 0.23% 53
2025
Q3 		$20.5M Buy
80,566
+64,374
+398% +$14.5M 0.27% 44
2025
Q2 		$3.32M Sell
16,192
-26,821
-62% -$5.42M 0.06% 63
2025
Q1 		$9.55M Buy
43,013
+13,185
+44% +$3.05M 0.16% 47
2024
Q4 		$7.47M Sell
29,828
-14,426
-33% -$3.4M 0.13% 51
2024
Q3 		$10.3M Buy
44,254
+10,704
+32% +$2.39M 0.31% 30
2024
Q2 		$7.07M Sell
33,550
-2,129
-6% -$397K 0.21% 41
2024
Q1 		$6.12M Buy
+35,679
New +$6.49M 0.2% 39
2018
Q4 		– Sell
-40,276
Closed -$2.27M – 4
2018
Q3 		$2.27M Buy
40,276
+31,240
+346% +$1.63M 2.93% 8
2018
Q2 		$418K Buy
9,036
+232
+3% +$10.5K 0.87% 28
2018
Q1 		$369K Sell
8,804
-2,012
-19% -$86.6K 0.15% 30
2017
Q4 		$458K Buy
+10,816
New +$452K 0.79% 34

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

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

Dynasty Wealth Management reduced its Apple (AAPL) stake by 9.1% in Q2 2026, selling an estimated $2.26M and leaving 78,794 shares worth $22.8M. The position accounts for 0.17% of the portfolio, ranked #54.

Dynasty Wealth Management first reported a position in AAPL in Q4 2017 and has held it in 14 quarters since. The position peaked at $23.7M in Q4 2025. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Dynasty Wealth Management held 78,794 shares of Apple worth $22.8M as of Q2 2026.
  • Dynasty Wealth Management sold 7,905 Apple shares in Q2 2026, an estimated $2.26M.
  • Apple made up 0.17% of Dynasty Wealth Management's portfolio in Q2 2026, its #54 holding.
  • Dynasty Wealth Management first reported a position in Apple in Q4 2017 and has held it in 14 quarters since.
  • Dynasty Wealth Management's Apple position peaked at $23.7M in Q4 2025.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.