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Ergawealth Advisors’s Apple AAPL Stock Holding History

Ergawealth 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 		$1.95M Sell
6,730
-489
-7% -$140K 0.76% 16
2026
Q1 		$1.83M Buy
7,219
+62
+0.9% +$16.1K 0.81% 16
2025
Q4 		$1.95M Sell
7,157
-310
-4% -$83.2K 0.9% 16
2025
Q3 		$1.9M Sell
7,467
-24,311
-77% -$5.49M 0.89% 21
2025
Q2 		$6.52M Buy
31,778
+641
+2% +$129K 2.93% 13
2025
Q1 		$6.92M Sell
31,137
-273
-0.9% -$63.2K 3.43% 12
2024
Q4 		$7.87M Sell
31,410
-416
-1% -$98K 3.89% 11
2024
Q3 		$7.42M Sell
31,826
-26
-0.1% -$5.81K 3.68% 11
2024
Q2 		$6.71M Buy
31,852
+669
+2% +$125K 3.65% 10
2024
Q1 		$5.35M Buy
31,183
+4,782
+18% +$870K 2.93% 11
2023
Q4 		$5.08M Buy
26,401
+2,817
+12% +$520K 3.13% 10
2023
Q3 		$4.04M Sell
23,584
-26
-0.1% -$4.77K 2.79% 11
2023
Q2 		$4.58M Buy
23,610
+962
+4% +$168K 3.14% 10
2023
Q1 		$3.73M Buy
22,648
+180
+0.8% +$26.6K 3.04% 10
2022
Q4 		$2.92M Buy
+22,468
New +$3.21M 2.64% 10

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

Ergawealth Advisors's AAPL Position: Q2 2026 in Review

Ergawealth Advisors reduced its Apple (AAPL) stake by 6.8% in Q2 2026, selling an estimated $140K and leaving 6,730 shares worth $1.95M. The position accounts for 0.76% of the portfolio, ranked #16.

Ergawealth Advisors first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.87M in Q4 2024. 6,088 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Ergawealth Advisors held 6,730 shares of Apple worth $1.95M as of Q2 2026.
  • Ergawealth Advisors sold 489 Apple shares in Q2 2026, an estimated $140K.
  • Apple made up 0.76% of Ergawealth Advisors's portfolio in Q2 2026, its #16 holding.
  • Ergawealth Advisors first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • Ergawealth Advisors's Apple position peaked at $7.87M in Q4 2024.
  • 6,088 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Ergawealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.