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Enclave Advisors’s Apple AAPL Stock Holding History

Enclave 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 		$9.3M Buy
32,138
+615
+2% +$176K 1.18% 23
2026
Q1 		$8M Sell
31,523
-35
-0.1% -$9.11K 1.1% 27
2025
Q4 		$8.58M Sell
31,558
-593
-2% -$159K 1.22% 23
2025
Q3 		$8.19M Buy
32,151
+214
+0.7% +$48.3K 1.25% 25
2025
Q2 		$6.55M Sell
31,937
-11,474
-26% -$2.32M 1.06% 24
2025
Q1 		$9.64M Sell
43,411
-4,887
-10% -$1.13M 1.65% 18
2024
Q4 		$12.1M Sell
48,298
-2,479
-5% -$584K 1.99% 13
2024
Q3 		$11.8M Buy
+50,777
New +$11.3M 2.01% 12

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

Enclave Advisors's AAPL Position: Q2 2026 in Review

Enclave Advisors increased its Apple (AAPL) stake by 2% in Q2 2026, buying an estimated $176K and bringing the position to 32,138 shares worth $9.3M. The position accounts for 1.18% of the portfolio, ranked #23.

Enclave Advisors first reported a position in AAPL in Q3 2024 and has held it in 8 quarters since. The position peaked at $12.1M in Q4 2024. 6,110 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Enclave Advisors held 32,138 shares of Apple worth $9.3M as of Q2 2026.
  • Enclave Advisors bought 615 Apple shares in Q2 2026, an estimated $176K.
  • Apple made up 1.18% of Enclave Advisors's portfolio in Q2 2026, its #23 holding.
  • Enclave Advisors first reported a position in Apple in Q3 2024 and has held it in 8 quarters since.
  • Enclave Advisors's Apple position peaked at $12.1M in Q4 2024.
  • 6,110 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Enclave Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.