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E-Wealth Partners’s Apple AAPL Stock Holding History

E-Wealth Partners’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 		$9.13M Sell
31,552
-3,226
-9% -$923K 6.6% 3
2026
Q1 		$8.83M Sell
34,778
-268
-0.8% -$69.7K 7.13% 2
2025
Q4 		$9.53M Buy
+35,046
New +$9.41M 8% 2

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

E-Wealth Partners's AAPL Position: Q2 2026 in Review

E-Wealth Partners reduced its Apple (AAPL) stake by 9.3% in Q2 2026, selling an estimated $923K and leaving 31,552 shares worth $9.13M. The position accounts for 6.6% of the portfolio, ranked #3.

E-Wealth Partners first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.53M in Q4 2025. 6,096 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • E-Wealth Partners held 31,552 shares of Apple worth $9.13M as of Q2 2026.
  • E-Wealth Partners sold 3,226 Apple shares in Q2 2026, an estimated $923K.
  • Apple made up 6.6% of E-Wealth Partners's portfolio in Q2 2026, its #3 holding.
  • E-Wealth Partners first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
  • E-Wealth Partners's Apple position peaked at $9.53M in Q4 2025.
  • 6,096 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on E-Wealth Partners's 13F filing for Q2 2026, filed 17 Aug 2026.