First Wilshire Securities Management’s Apple AAPL Stock Holding History

First Wilshire Securities 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	$223K	Buy	+770	New	+$220K	0.05%	79
2026 Q1	–	Sell	-860	Closed	-$234K	–	86
2025 Q4	$234K	Sell	860 -1	-0.1%	-$268	0.06%	80
2025 Q3	$219K	Buy	+861	New	+$195K	0.06%	80
2025 Q1	–	Sell	-1,448	Closed	-$363K	–	79
2024 Q4	$363K	Sell	1,448 -14	-1%	-$3.3K	0.1%	64
2024 Q3	$341K	Sell	1,462 -45	-3%	-$10K	0.1%	65
2024 Q2	$317K	Sell	1,507 -247	-14%	-$46.1K	0.1%	66
2024 Q1	$301K	Hold	1,754	–	–	0.09%	70
2023 Q4	$338K	Sell	1,754 -86	-5%	-$15.9K	0.11%	69
2023 Q3	$315K	Hold	1,840	–	–	0.11%	70
2023 Q2	$357K	Sell	1,840 -358	-16%	-$62.4K	0.12%	66
2023 Q1	$362K	Hold	2,198	–	–	0.12%	64
2022 Q4	$286K	Hold	2,198	–	–	0.1%	70
2022 Q3	$304K	Buy	2,198 +174	+9%	+$27.3K	0.12%	64
2022 Q2	$277K	Buy	+2,024	New	+$307K	0.1%	71

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

First Wilshire Securities Management's AAPL Position: Q2 2026 in Review

First Wilshire Securities Management opened a new position in Apple (AAPL) in Q2 2026: 770 shares worth $223K. The stake represents 0.05% of the portfolio and ranks #79 among its holdings. This is a return to the name: First Wilshire Securities Management previously reported a position in AAPL as recently as Q4 2025.

First Wilshire Securities Management first reported a position in AAPL in Q2 2022 and has held it in 14 quarters since. The position peaked at $363K in Q4 2024. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

First Wilshire Securities Management held 770 shares of Apple worth $223K as of Q2 2026.
Apple was a new First Wilshire Securities Management position in Q2 2026.
Apple made up 0.05% of First Wilshire Securities Management's portfolio in Q2 2026, its #79 holding.
First Wilshire Securities Management first reported a position in Apple in Q2 2022 and has held it in 14 quarters since.
First Wilshire Securities Management's Apple position peaked at $363K in Q4 2024.
6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on First Wilshire Securities Management's 13F filing for Q2 2026, filed 14 Aug 2026.