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Geometric Wealth Advisors’s Apple AAPL Stock Holding History

Geometric Wealth Advisors’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 		$4.96M Buy
17,146
+279
+2% +$79.8K 0.54% 8
2026
Q1 		$4.28M Buy
16,867
+128
+0.8% +$33.3K 0.54% 8
2025
Q4 		$4.55M Sell
16,739
-413
-2% -$111K 0.59% 8
2025
Q3 		$4.37M Sell
17,152
-628
-4% -$142K 0.58% 8
2025
Q2 		$3.65M Buy
17,780
+58
+0.3% +$11.7K 0.54% 9
2025
Q1 		$3.94M Buy
17,722
+92
+0.5% +$21.3K 0.67% 8
2024
Q4 		$4.41M Sell
17,630
-2
-0% -$471 0.8% 8
2024
Q3 		$4.11M Sell
17,632
-444
-2% -$99.2K 0.76% 7
2024
Q2 		$3.81M Buy
18,076
+538
+3% +$100K 0.78% 6
2024
Q1 		$3.01M Hold
17,538
– – 0.71% 6
2023
Q4 		$3.38M Sell
17,538
-113
-0.6% -$20.9K 0.9% 5
2023
Q3 		$3.02M Buy
17,651
+50
+0.3% +$9.17K 0.94% 5
2023
Q2 		$3.36M Buy
17,601
+282
+2% +$49.1K 1.04% 4
2023
Q1 		$2.92M Sell
17,319
-207
-1% -$30.5K 1.02% 4
2022
Q4 		$2.28M Buy
17,526
+38
+0.2% +$5.43K 0.92% 4
2022
Q3 		$2.42M Buy
17,488
+20
+0.1% +$3.14K 1.16% 3
2022
Q2 		$2.39M Sell
17,468
-952
-5% -$144K 1.19% 7
2022
Q1 		$3.22M Buy
18,420
+4,298
+30% +$723K 9.63% 3
2021
Q4 		$2.51M Buy
+14,122
New +$2.23M 1.2% 3

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

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

Geometric Wealth Advisors increased its Apple (AAPL) stake by 1.7% in Q2 2026, buying an estimated $79.8K and bringing the position to 17,146 shares worth $4.96M. The position accounts for 0.54% of the portfolio, ranked #8.

Geometric Wealth Advisors first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 6,095 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Geometric Wealth Advisors held 17,146 shares of Apple worth $4.96M as of Q2 2026.
  • Geometric Wealth Advisors bought 279 Apple shares in Q2 2026, an estimated $79.8K.
  • Apple made up 0.54% of Geometric Wealth Advisors's portfolio in Q2 2026, its #8 holding.
  • Geometric Wealth Advisors first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 6,095 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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