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Founders Grove Wealth Partners’s Apple AAPL Stock Holding History

Founders Grove Wealth Partners’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 		$10.8M Buy
37,192
+3,290
+10% +$941K 2.15% 11
2026
Q1 		$8.6M Sell
33,902
-97
-0.3% -$25.2K 1.96% 14
2025
Q4 		$9.24M Buy
33,999
+2,342
+7% +$629K 2.08% 14
2025
Q3 		$8.06M Buy
31,657
+2,586
+9% +$584K 1.89% 18
2025
Q2 		$5.96M Buy
29,071
+1,750
+6% +$353K 1.5% 21
2025
Q1 		$6.07M Sell
27,321
-250
-0.9% -$57.9K 1.69% 19
2024
Q4 		$6.9M Buy
+27,571
New +$6.5M 2% 14

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

Founders Grove Wealth Partners's AAPL Position: Q2 2026 in Review

Founders Grove Wealth Partners increased its Apple (AAPL) stake by 9.7% in Q2 2026, buying an estimated $941K and bringing the position to 37,192 shares worth $10.8M. The position accounts for 2.15% of the portfolio, ranked #11.

Founders Grove Wealth Partners first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Founders Grove Wealth Partners held 37,192 shares of Apple worth $10.8M as of Q2 2026.
  • Founders Grove Wealth Partners bought 3,290 Apple shares in Q2 2026, an estimated $941K.
  • Apple made up 2.15% of Founders Grove Wealth Partners's portfolio in Q2 2026, its #11 holding.
  • Founders Grove Wealth Partners first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.