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Flagship Private Wealth’s Apple AAPL Stock Holding History

Flagship Private Wealth’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 		$1.1M Sell
3,801
-148
-4% -$42.3K 0.39% 53
2026
Q1 		$1M Buy
3,949
+2
+0.1% +$521 0.41% 45
2025
Q4 		$1.07M Buy
3,947
+53
+1% +$14.2K 0.42% 45
2025
Q3 		$992K Sell
3,894
-1,056
-21% -$239K 0.4% 45
2025
Q2 		$1.02M Sell
4,950
-443
-8% -$89.5K 0.43% 41
2025
Q1 		$1.2M Buy
5,393
+24
+0.4% +$5.56K 0.57% 35
2024
Q4 		$1.34M Buy
5,369
+2
+0% +$471 0.65% 29
2024
Q3 		$1.25M Sell
5,367
-212
-4% -$47.3K 0.64% 31
2024
Q2 		$1.18M Sell
5,579
-37
-0.7% -$6.9K 0.7% 27
2024
Q1 		$963K Buy
5,616
+3
+0.1% +$545 0.62% 34
2023
Q4 		$1.08M Buy
5,613
+3
+0.1% +$554 0.83% 27
2023
Q3 		$961K Buy
5,610
+2
+0% +$367 0.85% 26
2023
Q2 		$1.09M Buy
5,608
+2
+0% +$349 0.9% 26
2023
Q1 		$924K Buy
5,606
+2
+0% +$295 0.83% 29
2022
Q4 		$728K Buy
5,604
+838
+18% +$120K 0.68% 31
2022
Q3 		$659K Sell
4,766
-82
-2% -$12.9K 0.68% 32
2022
Q2 		$663K Buy
4,848
+72
+2% +$10.9K 0.64% 33
2022
Q1 		$834K Sell
4,776
-71
-1% -$11.9K 0.68% 30
2021
Q4 		$861K Sell
4,847
-34
-0.7% -$5.37K 0.63% 33
2021
Q3 		$691K Buy
4,881
+2
+0% +$294 0.55% 38
2021
Q2 		$705K Buy
4,879
+66
+1% +$8.55K 0.54% 35
2021
Q1 		$606K Sell
4,813
-112
-2% -$14.4K 0.51% 37
2020
Q4 		$700K Buy
+4,925
New +$592K 0.65% 27

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

Flagship Private Wealth's AAPL Position: Q2 2026 in Review

Flagship Private Wealth reduced its Apple (AAPL) stake by 3.7% in Q2 2026, selling an estimated $42.3K and leaving 3,801 shares worth $1.1M. The position accounts for 0.39% of the portfolio, ranked #53.

Flagship Private Wealth first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.34M in Q4 2024. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Flagship Private Wealth held 3,801 shares of Apple worth $1.1M as of Q2 2026.
  • Flagship Private Wealth sold 148 Apple shares in Q2 2026, an estimated $42.3K.
  • Apple made up 0.39% of Flagship Private Wealth's portfolio in Q2 2026, its #53 holding.
  • Flagship Private Wealth first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • Flagship Private Wealth's Apple position peaked at $1.34M in Q4 2024.
  • 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Flagship Private Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.