IBEX Wealth Advisors’s Apple AAPL Stock Holding History

IBEX 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
2019 Q3	–	Sell	-100	Closed	-$12K	–	95
2019 Q2	$12K	Buy	+100	New	+$4.87K	﹤0.01%	310

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

IBEX Wealth Advisors increased its Apple (AAPL) stake by 0.07% in Q2 2026, buying an estimated $22.9K and bringing the position to 117,710 shares worth $34.1M. The position accounts for 2.67% of the portfolio, ranked #4.

IBEX Wealth Advisors first reported a position in AAPL in Q4 2016 and has held it in 36 quarters since. 6,130 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

IBEX Wealth Advisors held 117,710 shares of Apple worth $34.1M as of Q2 2026.
IBEX Wealth Advisors bought 80 Apple shares in Q2 2026, an estimated $22.9K.
Apple made up 2.67% of IBEX Wealth Advisors's portfolio in Q2 2026, its #4 holding.
IBEX Wealth Advisors first reported a position in Apple in Q4 2016 and has held it in 36 quarters since.
6,130 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.