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Emerald Advisors’s Apple AAPL Stock Holding History

Emerald Advisors’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 		$6.75M Sell
23,327
-1,430
-6% -$409K 0.85% 8
2026
Q1 		$6.28M Buy
24,757
+1,469
+6% +$382K 0.78% 8
2025
Q4 		$6.33M Buy
23,288
+1,250
+6% +$336K 0.86% 8
2025
Q3 		$5.61M Buy
22,038
+21
+0.1% +$4.74K 0.74% 10
2025
Q2 		$4.52M Buy
22,017
+1,634
+8% +$330K 0.58% 10
2025
Q1 		$4.53M Buy
20,383
+667
+3% +$155K 0.6% 9
2024
Q4 		$4.94M Sell
19,716
-287
-1% -$67.6K 0.68% 9
2024
Q3 		$4.7M Sell
20,003
-475
-2% -$106K 0.68% 10
2024
Q2 		$4.31M Buy
20,478
+430
+2% +$80.2K 0.65% 10
2024
Q1 		$3.44M Buy
20,048
+151
+0.8% +$27.5K 0.61% 10
2023
Q4 		$3.83M Buy
19,897
+122
+0.6% +$22.5K 0.73% 10
2023
Q3 		$3.39M Sell
19,775
-252
-1% -$46.2K 0.79% 10
2023
Q2 		$3.88M Buy
20,027
+165
+0.8% +$28.8K 0.93% 9
2023
Q1 		$3.28M Sell
19,862
-46
-0.2% -$6.79K 0.84% 9
2022
Q4 		$2.59M Sell
19,908
-175
-0.9% -$25K 0.72% 10
2022
Q3 		$2.77M Buy
20,083
+178
+0.9% +$27.9K 0.81% 8
2022
Q2 		$2.72M Buy
19,905
+465
+2% +$70.4K 0.76% 10
2022
Q1 		$3.39M Sell
19,440
-358
-2% -$60.2K 0.8% 9
2021
Q4 		$3.52M Buy
19,798
+3,936
+25% +$622K 0.85% 7
2021
Q3 		$2.24M Buy
15,862
+744
+5% +$110K 0.64% 16
2021
Q2 		$2.07M Buy
15,118
+471
+3% +$61K 0.65% 16
2021
Q1 		$1.79M Sell
14,647
-3,360
-19% -$431K 0.65% 17
2020
Q4 		$2.39M Buy
18,007
+856
+5% +$103K 0.82% 11
2020
Q3 		$1.99M Buy
17,151
+2,211
+15% +$241K 0.76% 14
2020
Q2 		$1.36M Sell
14,940
-4
-0% -$310 0.6% 21
2020
Q1 		$1.16M Sell
14,944
-4,944
-25% -$364K 0.52% 20
2019
Q4 		$1.54M Buy
+19,888
New +$1.28M 1.46% 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

Emerald Advisors's AAPL Position: Q2 2026 in Review

Emerald Advisors reduced its Apple (AAPL) stake by 5.8% in Q2 2026, selling an estimated $409K and leaving 23,327 shares worth $6.75M. The position accounts for 0.85% of the portfolio, ranked #8.

Emerald Advisors first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. 6,092 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Emerald Advisors held 23,327 shares of Apple worth $6.75M as of Q2 2026.
  • Emerald Advisors sold 1,430 Apple shares in Q2 2026, an estimated $409K.
  • Apple made up 0.85% of Emerald Advisors's portfolio in Q2 2026, its #8 holding.
  • Emerald Advisors first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • 6,092 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Emerald Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.