EntreWealth’s Apple AAPL Stock Holding History

EntreWealth’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	$4.02M	Buy	12,883 +5,311	+70%	+$1.52M	1.49%	17
2026 Q1	$1.92M	Buy	7,572 +243	+3%	+$63.2K	0.86%	31
2025 Q4	$2.04M	Buy	7,329 +239	+3%	+$64.2K	0.92%	30
2025 Q3	$1.81M	Sell	7,090 -978	-12%	-$221K	0.93%	30
2025 Q2	$1.66M	Sell	8,068 -324	-4%	-$65.4K	1.14%	27
2025 Q1	$1.86M	Buy	8,392 +2,648	+46%	+$613K	1.43%	21
2024 Q4	$1.3M	Buy	+5,744	New	+$1.35M	1.2%	26

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

EntreWealth's AAPL Position: Q2 2026 in Review

EntreWealth increased its Apple (AAPL) stake by 70% in Q2 2026, buying an estimated $1.52M and bringing the position to 12,883 shares worth $4.02M. The position accounts for 1.49% of the portfolio, ranked #17.

EntreWealth first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 6,136 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

EntreWealth held 12,883 shares of Apple worth $4.02M as of Q2 2026.
EntreWealth bought 5,311 Apple shares in Q2 2026, an estimated $1.52M.
Apple made up 1.49% of EntreWealth's portfolio in Q2 2026, its #17 holding.
EntreWealth first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
6,136 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on EntreWealth's 13F filing for Q2 2026, filed 14 Aug 2026.