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High Note Wealth’s Apple AAPL Stock Holding History

High Note 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 		$21.8M Buy
75,392
+160
+0.2% +$45.8K 3.72% 7
2026
Q1 		$19.1M Buy
75,232
+2
+0% +$521 3.75% 7
2025
Q4 		$20.5M Buy
75,230
+796
+1% +$214K 4% 5
2025
Q3 		$19M Sell
74,434
-558
-0.7% -$126K 3.8% 6
2025
Q2 		$15.4M Sell
74,992
-2,254
-3% -$455K 3.52% 6
2025
Q1 		$17.2M Sell
77,246
-779
-1% -$180K 4.25% 5
2024
Q4 		$19.5M Buy
78,025
+203
+0.3% +$47.8K 5.09% 5
2024
Q3 		$18.1M Sell
77,822
-128
-0.2% -$28.6K 5.18% 5
2024
Q2 		$16.4M Buy
77,950
+1,074
+1% +$200K 5.02% 5
2024
Q1 		$13.2M Buy
76,876
+1,512
+2% +$275K 4.29% 6
2023
Q4 		$14.5M Buy
75,364
+1,269
+2% +$234K 5.46% 3
2023
Q3 		$12.7M Buy
74,095
+639
+0.9% +$117K 5.24% 3
2023
Q2 		$14.2M Sell
73,456
-1,896
-3% -$330K 5.81% 3
2023
Q1 		$12.4M Sell
75,352
-116
-0.2% -$17.1K 5.12% 4
2022
Q4 		$9.81M Buy
75,468
+684
+0.9% +$97.8K 4.11% 6
2022
Q3 		$10.8M Buy
74,784
+369
+0.5% +$57.9K 4.33% 5
2022
Q2 		$10.2M Buy
74,415
+5,817
+8% +$881K 3.97% 5
2022
Q1 		$12M Sell
68,598
-4,265
-6% -$717K 4.23% 6
2021
Q4 		$12.9M Buy
72,863
+538
+0.7% +$85K 4.36% 5
2021
Q3 		$10.2M Buy
72,325
+809
+1% +$119K 3.69% 7
2021
Q2 		$9.79M Sell
71,516
-528
-0.7% -$68.4K 3.56% 8
2021
Q1 		$8.8M Buy
72,044
+1,944
+3% +$250K 3.42% 8
2020
Q4 		$9.3M Buy
+70,100
New +$8.43M 3.95% 7

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

High Note Wealth's AAPL Position: Q2 2026 in Review

High Note Wealth increased its Apple (AAPL) stake by 0.21% in Q2 2026, buying an estimated $45.8K and bringing the position to 75,392 shares worth $21.8M. The position accounts for 3.72% of the portfolio, ranked #7.

High Note Wealth first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • High Note Wealth held 75,392 shares of Apple worth $21.8M as of Q2 2026.
  • High Note Wealth bought 160 Apple shares in Q2 2026, an estimated $45.8K.
  • Apple made up 3.72% of High Note Wealth's portfolio in Q2 2026, its #7 holding.
  • High Note Wealth first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.