Elevated Private Wealth’s Apple AAPL Stock Holding History

Elevated Private Wealth’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	$3.56M	Buy	+12,315	New	+$3.52M	3.37%	3
2025 Q4	$3.4M	Buy	+12,509	New	+$3.36M	3.5%	2

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

Elevated Private Wealth's AAPL Position: Q2 2026 in Review

Elevated Private Wealth opened a new position in Apple (AAPL) in Q2 2026: 12,315 shares worth $3.56M. The stake represents 3.37% of the portfolio and ranks #3 among its holdings. This is a return to the name: Elevated Private Wealth previously reported a position in AAPL as recently as Q4 2025.

Elevated Private Wealth first reported a position in AAPL in Q4 2025 and has held it in 2 quarters since. 6,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Elevated Private Wealth held 12,315 shares of Apple worth $3.56M as of Q2 2026.
Apple was a new Elevated Private Wealth position in Q2 2026.
Apple made up 3.37% of Elevated Private Wealth's portfolio in Q2 2026, its #3 holding.
Elevated Private Wealth first reported a position in Apple in Q4 2025 and has held it in 2 quarters since.
6,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Elevated Private Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.