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Elite Wealth Management’s Apple AAPL Stock Holding History

Elite 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
2018
Q1 		– Sell
-400
Closed -$17K – 58
2017
Q4 		$17K Buy
+400
New +$16.7K 0.01% 59
2014
Q4 		– Sell
-872
Closed -$7K – 67
2014
Q3 		$7K Sell
872
-152
-15% -$3.73K 0.01% 312
2014
Q2 		$8K Buy
+1,024
New +$21.8K 0.01% 247

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

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

Elite Wealth Management reduced its Apple (AAPL) stake by 14% in Q2 2026, selling an estimated $1.65M and leaving 36,694 shares worth $10.6M. The position accounts for 3.15% of the portfolio, ranked #7.

Elite Wealth Management first reported a position in AAPL in Q2 2013 and has held it in 49 quarters since. The position peaked at $50.2M in Q3 2024. 6,131 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Elite Wealth Management held 36,694 shares of Apple worth $10.6M as of Q2 2026.
  • Elite Wealth Management sold 5,770 Apple shares in Q2 2026, an estimated $1.65M.
  • Apple made up 3.15% of Elite Wealth Management's portfolio in Q2 2026, its #7 holding.
  • Elite Wealth Management first reported a position in Apple in Q2 2013 and has held it in 49 quarters since.
  • Elite Wealth Management's Apple position peaked at $50.2M in Q3 2024.
  • 6,131 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Elite Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.