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Elk River Wealth Management’s Apple AAPL Stock Holding History

Elk River 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 		$28.2M Sell
97,338
-5,990
-6% -$1.71M 4.49% 8
2026
Q1 		$26.2M Buy
103,328
+1,792
+2% +$466K 4.35% 6
2025
Q4 		$27.6M Sell
101,536
-2,679
-3% -$719K 4.44% 7
2025
Q3 		$26.5M Sell
104,215
-735
-0.7% -$166K 4.25% 8
2025
Q2 		$21.5M Sell
104,950
-454
-0.4% -$91.7K 3.7% 8
2025
Q1 		$23.4M Sell
105,404
-1,125
-1% -$261K 4.38% 5
2024
Q4 		$26.7M Sell
106,529
-435
-0.4% -$103K 4.83% 5
2024
Q3 		$24.9M Buy
106,964
+937
+0.9% +$209K 4.53% 5
2024
Q2 		$22.3M Sell
106,027
-9,252
-8% -$1.73M 4.37% 6
2024
Q1 		$19.8M Sell
115,279
-14,746
-11% -$2.68M 4.02% 6
2023
Q4 		$25M Sell
130,025
-22
-0% -$4.06K 4.81% 5
2023
Q3 		$22.3M Buy
130,047
+148
+0.1% +$27.1K 4.93% 5
2023
Q2 		$25.2M Sell
129,899
-1,831
-1% -$319K 5.39% 5
2023
Q1 		$21.7M Buy
131,730
+1,444
+1% +$213K 4.93% 5
2022
Q4 		$16.9M Sell
130,286
-2,813
-2% -$402K 4.1% 5
2022
Q3 		$18.4M Sell
133,099
-35,496
-21% -$5.57M 4.86% 4
2022
Q2 		$23.1M Buy
168,595
+1,473
+0.9% +$223K 5.83% 4
2022
Q1 		$29.2M Buy
167,122
+54,989
+49% +$9.25M 6.37% 3
2021
Q4 		$19.9M Sell
112,133
-539
-0.5% -$85.2K 4.51% 4
2021
Q3 		$15.9M Buy
112,672
+2,393
+2% +$352K 4.03% 5
2021
Q2 		$15.1M Buy
110,279
+865
+0.8% +$112K 3.91% 5
2021
Q1 		$13.4M Buy
109,414
+2,483
+2% +$319K 3.81% 5
2020
Q4 		$14.2M Buy
+106,931
New +$12.9M 4.69% 3

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

Elk River Wealth Management's AAPL Position: Q2 2026 in Review

Elk River Wealth Management reduced its Apple (AAPL) stake by 5.8% in Q2 2026, selling an estimated $1.71M and leaving 97,338 shares worth $28.2M. The position accounts for 4.49% of the portfolio, ranked #8.

Elk River Wealth Management first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. The position peaked at $29.2M in Q1 2022. 6,090 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Elk River Wealth Management held 97,338 shares of Apple worth $28.2M as of Q2 2026.
  • Elk River Wealth Management sold 5,990 Apple shares in Q2 2026, an estimated $1.71M.
  • Apple made up 4.49% of Elk River Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Elk River Wealth Management first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • Elk River Wealth Management's Apple position peaked at $29.2M in Q1 2022.
  • 6,090 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Elk River Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.