E&R Wealth Management’s Apple AAPL Stock Holding History

E&R 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	$306K	Sell	1,058 -18	-2%	-$5.15K	0.26%	10
2026 Q1	$273K	Hold	1,076	–	–	0.27%	10
2025 Q4	$293K	Buy	+1,076	New	+$289K	0.31%	10

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

E&R Wealth Management's AAPL Position: Q2 2026 in Review

E&R Wealth Management reduced its Apple (AAPL) stake by 1.7% in Q2 2026, selling an estimated $5.15K and leaving 1,058 shares worth $306K. The position accounts for 0.26% of the portfolio, ranked #10.

E&R Wealth Management first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. 6,103 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

E&R Wealth Management held 1,058 shares of Apple worth $306K as of Q2 2026.
E&R Wealth Management sold 18 Apple shares in Q2 2026, an estimated $5.15K.
Apple made up 0.26% of E&R Wealth Management's portfolio in Q2 2026, its #10 holding.
E&R Wealth Management first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
6,103 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on E&R Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.