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Fonville Wealth Management’s Apple AAPL Stock Holding History

Fonville Wealth 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 		$8.46M Sell
29,247
-2,071
-7% -$592K 1.38% 23
2026
Q1 		$7.95M Buy
31,318
+117
+0.4% +$30.4K 1.51% 23
2025
Q4 		$8.48M Buy
31,201
+1,212
+4% +$325K 1.73% 20
2025
Q3 		$7.64M Buy
29,989
+255
+0.9% +$57.6K 1.72% 20
2025
Q2 		$6.1M Buy
29,734
+2,511
+9% +$507K 1.54% 21
2025
Q1 		$5.89M Buy
27,223
+4,332
+19% +$1M 1.74% 21
2024
Q4 		$5.73M Sell
22,891
-584
-2% -$138K 1.89% 17
2024
Q3 		$5.47M Buy
23,475
+1,591
+7% +$355K 1.89% 17
2024
Q2 		$4.61M Buy
21,884
+2,339
+12% +$436K 1.83% 18
2024
Q1 		$3.35M Sell
19,545
-1,464
-7% -$266K 1.48% 25
2023
Q4 		$4.04M Buy
+21,009
New +$3.88M 2.15% 16

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

Fonville Wealth Management's AAPL Position: Q2 2026 in Review

Fonville Wealth Management reduced its Apple (AAPL) stake by 6.6% in Q2 2026, selling an estimated $592K and leaving 29,247 shares worth $8.46M. The position accounts for 1.38% of the portfolio, ranked #23.

Fonville Wealth Management first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.48M in Q4 2025. 6,110 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Fonville Wealth Management held 29,247 shares of Apple worth $8.46M as of Q2 2026.
  • Fonville Wealth Management sold 2,071 Apple shares in Q2 2026, an estimated $592K.
  • Apple made up 1.38% of Fonville Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Fonville Wealth Management first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • Fonville Wealth Management's Apple position peaked at $8.48M in Q4 2025.
  • 6,110 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Fonville Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.