Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$7.73M Buy
26,716
+1,992
+8% +$570K 3.52% 5
2026
Q1
$6.27M Buy
24,724
+2,186
+10% +$569K 3.23% 5
2025
Q4
$6.13M Buy
22,538
+7,496
+50% +$2.01M 3.62% 6
2025
Q3
$3.83M Buy
+15,042
New +$3.4M 2.55% 7

Other funds holding AAPL

Exit Wealth Advisors's AAPL Position: Q2 2026 in Review

Exit Wealth Advisors increased its Apple (AAPL) stake by 8.1% in Q2 2026, buying an estimated $570K and bringing the position to 26,716 shares worth $7.73M. The position accounts for 3.52% of the portfolio, ranked #5.

Exit Wealth Advisors first reported a position in AAPL in Q3 2025 and has held it in 4 quarters since. 6,090 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Exit Wealth Advisors held 26,716 shares of Apple worth $7.73M as of Q2 2026.
  • Exit Wealth Advisors bought 1,992 Apple shares in Q2 2026, an estimated $570K.
  • Apple made up 3.52% of Exit Wealth Advisors's portfolio in Q2 2026, its #5 holding.
  • Exit Wealth Advisors first reported a position in Apple in Q3 2025 and has held it in 4 quarters since.
  • 6,090 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Exit Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.