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Echo Wealth Management’s Apple AAPL Stock Holding History

Echo 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 		$2.3M Buy
7,954
+624
+9% +$178K 1.17% 15
2026
Q1 		$1.86M Sell
7,330
-3,423
-32% -$891K 1.07% 15
2025
Q4 		$2.92M Sell
10,753
-586
-5% -$157K 1.71% 15
2025
Q3 		$2.89M Sell
11,339
-12,558
-53% -$2.84M 1.69% 15
2025
Q2 		$4.9M Sell
23,897
-5,490
-19% -$1.11M 3% 12
2025
Q1 		$6.53M Sell
29,387
-2,565
-8% -$594K 4.41% 9
2024
Q4 		$8M Sell
31,952
-201
-0.6% -$47.4K 5.53% 9
2024
Q3 		$7.38M Buy
32,153
+2,968
+10% +$663K 5.16% 9
2024
Q2 		$6.15M Buy
29,185
+11,550
+65% +$2.15M 4.63% 9
2024
Q1 		$3.02M Buy
17,635
+5,865
+50% +$1.07M 2.51% 13
2023
Q4 		$2.18M Sell
11,770
-835
-7% -$154K 2.04% 14
2023
Q3 		$2.16M Sell
12,605
-900
-7% -$165K 2.32% 13
2023
Q2 		$2.62M Sell
13,505
-2,541
-16% -$443K 2.83% 13
2023
Q1 		$2.65M Sell
16,046
-2,002
-11% -$295K 2.92% 13
2022
Q4 		$2.43M Sell
18,048
-481
-3% -$68.7K 2.59% 16
2022
Q3 		$2.77M Sell
18,529
-221
-1% -$34.7K 3.64% 10
2022
Q2 		$2.74M Sell
18,750
-799
-4% -$121K 3.67% 8
2022
Q1 		$3.23M Sell
19,549
-2,279
-10% -$383K 3.79% 9
2021
Q4 		$3.76M Buy
21,828
+296
+1% +$46.8K 4.29% 8
2021
Q3 		$3.08M Sell
21,532
-723
-3% -$106K 3.65% 10
2021
Q2 		$3.19M Sell
22,255
-1,652
-7% -$214K 4.07% 9
2021
Q1 		$2.92M Sell
23,907
-3,120
-12% -$400K 3.68% 10
2020
Q4 		$3.59M Buy
+27,027
New +$3.25M 4.69% 5

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

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

Echo Wealth Management increased its Apple (AAPL) stake by 8.5% in Q2 2026, buying an estimated $178K and bringing the position to 7,954 shares worth $2.3M. The position accounts for 1.17% of the portfolio, ranked #15.

Echo Wealth Management first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. The position peaked at $8M in Q4 2024. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Echo Wealth Management held 7,954 shares of Apple worth $2.3M as of Q2 2026.
  • Echo Wealth Management bought 624 Apple shares in Q2 2026, an estimated $178K.
  • Apple made up 1.17% of Echo Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Echo Wealth Management first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • Echo Wealth Management's Apple position peaked at $8M in Q4 2024.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Echo Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.