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Endowment Wealth Management’s Apple AAPL Stock Holding History

Endowment 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 		$1.68M Buy
5,820
+521
+10% +$149K 0.65% 41
2026
Q1 		$1.34M Buy
5,299
+13
+0.2% +$3.38K 0.59% 44
2025
Q4 		$1.44M Sell
5,286
-69
-1% -$18.5K 0.66% 40
2025
Q3 		$1.36M Sell
5,355
-137
-2% -$30.9K 0.62% 47
2025
Q2 		$1.13M Buy
5,492
+830
+18% +$168K 0.58% 45
2025
Q1 		$1.04M Buy
4,662
+56
+1% +$13K 0.67% 42
2024
Q4 		$1.15M Buy
4,606
+31
+0.7% +$7.31K 0.77% 37
2024
Q3 		$1.07M Sell
4,575
-50
-1% -$11.2K 0.7% 40
2024
Q2 		$974K Sell
4,625
-220
-5% -$41K 0.71% 41
2024
Q1 		$831K Sell
4,845
-836
-15% -$152K 0.62% 44
2023
Q4 		$1.09M Sell
5,681
-805
-12% -$149K 0.91% 29
2023
Q3 		$1.11M Buy
6,486
+221
+4% +$40.5K 1% 26
2023
Q2 		$1.22M Buy
6,265
+39
+0.6% +$6.8K 1.11% 20
2023
Q1 		$1.03M Buy
6,226
+569
+10% +$84K 1.03% 23
2022
Q4 		$735K Buy
5,657
+46
+0.8% +$6.57K 0.81% 27
2022
Q3 		$775K Buy
5,611
+2,236
+66% +$351K 0.94% 24
2022
Q2 		$461K Buy
3,375
+32
+1% +$4.85K 0.56% 47
2022
Q1 		$584K Buy
3,343
+305
+10% +$51.3K 0.61% 33
2021
Q4 		$540K Buy
+3,038
New +$480K 0.55% 40

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

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

Endowment Wealth Management increased its Apple (AAPL) stake by 9.8% in Q2 2026, buying an estimated $149K and bringing the position to 5,820 shares worth $1.68M. The position accounts for 0.65% of the portfolio, ranked #41.

Endowment Wealth Management first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Endowment Wealth Management held 5,820 shares of Apple worth $1.68M as of Q2 2026.
  • Endowment Wealth Management bought 521 Apple shares in Q2 2026, an estimated $149K.
  • Apple made up 0.65% of Endowment Wealth Management's portfolio in Q2 2026, its #41 holding.
  • Endowment Wealth Management first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Endowment Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.