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Eagle Wealth Strategies’s Apple AAPL Stock Holding History

Eagle Wealth Strategies’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 		$2.56M Sell
8,843
-148
-2% -$42.3K 0.98% 16
2026
Q1 		$2.28M Sell
8,991
-26
-0.3% -$6.77K 1% 15
2025
Q4 		$2.45M Sell
9,017
-56
-0.6% -$15K 1.14% 15
2025
Q3 		$2.31M Sell
9,073
-88
-1% -$19.9K 1.15% 13
2025
Q2 		$1.88M Sell
9,161
-42
-0.5% -$8.48K 1.05% 14
2025
Q1 		$2.04M Sell
9,203
-256
-3% -$59.3K 1.25% 13
2024
Q4 		$2.37M Buy
9,459
+634
+7% +$149K 1.72% 9
2024
Q3 		$2.06M Sell
8,825
-630
-7% -$141K 1.5% 10
2024
Q2 		$1.99M Sell
9,455
-669
-7% -$125K 1.61% 10
2024
Q1 		$1.72M Buy
10,124
+200
+2% +$36.4K 1.4% 10
2023
Q4 		$1.91M Buy
+9,924
New +$1.83M 1.15% 13

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

Eagle Wealth Strategies's AAPL Position: Q2 2026 in Review

Eagle Wealth Strategies reduced its Apple (AAPL) stake by 1.6% in Q2 2026, selling an estimated $42.3K and leaving 8,843 shares worth $2.56M. The position accounts for 0.98% of the portfolio, ranked #16.

Eagle Wealth Strategies first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Eagle Wealth Strategies held 8,843 shares of Apple worth $2.56M as of Q2 2026.
  • Eagle Wealth Strategies sold 148 Apple shares in Q2 2026, an estimated $42.3K.
  • Apple made up 0.98% of Eagle Wealth Strategies's portfolio in Q2 2026, its #16 holding.
  • Eagle Wealth Strategies first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • 6,089 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Eagle Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.