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Iams Wealth Management’s Apple AAPL Stock Holding History

Iams 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 		$5.53M Buy
19,121
+306
+2% +$87.5K 1.67% 12
2026
Q1 		$4.78M Buy
18,815
+774
+4% +$201K 1.66% 10
2025
Q4 		$4.91M Sell
18,041
-5,005
-22% -$1.34M 1.77% 9
2025
Q3 		$5.87M Buy
23,046
+9,281
+67% +$2.1M 2.35% 5
2025
Q2 		$2.82M Sell
13,765
-2,340
-15% -$473K 1.3% 15
2025
Q1 		$3.58M Sell
16,105
-299
-2% -$69.3K 1.64% 7
2024
Q4 		$4.11M Buy
16,404
+4,467
+37% +$1.05M 1.88% 9
2024
Q3 		$2.78M Buy
11,937
+1,648
+16% +$368K 1.37% 14
2024
Q2 		$2.17M Buy
10,289
+3,803
+59% +$709K 1.19% 18
2024
Q1 		$1.18M Buy
6,486
+1,233
+23% +$224K 0.72% 46
2023
Q4 		$1.01M Buy
5,253
+150
+3% +$27.7K 0.65% 52
2023
Q3 		$874K Buy
+5,103
New +$936K 0.6% 58
2023
Q2 		– Sell
-4,011
Closed -$699K – 128
2023
Q1 		$650K Buy
4,011
+880
+28% +$130K 0.54% 60
2022
Q4 		$407K Buy
+3,131
New +$447K 0.41% 72

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

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

Iams Wealth Management increased its Apple (AAPL) stake by 1.6% in Q2 2026, buying an estimated $87.5K and bringing the position to 19,121 shares worth $5.53M. The position accounts for 1.67% of the portfolio, ranked #12.

Iams Wealth Management first reported a position in AAPL in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.87M in Q3 2025. 6,110 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Iams Wealth Management held 19,121 shares of Apple worth $5.53M as of Q2 2026.
  • Iams Wealth Management bought 306 Apple shares in Q2 2026, an estimated $87.5K.
  • Apple made up 1.67% of Iams Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Iams Wealth Management first reported a position in Apple in Q4 2022 and has held it in 14 quarters since.
  • Iams Wealth Management's Apple position peaked at $5.87M in Q3 2025.
  • 6,110 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.