IWA
AAPL icon

Icon Wealth Advisors’s Apple AAPL Stock Holding History

Icon 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 		$39M Buy
134,758
+24,844
+23% +$7.11M 2.35% 7
2026
Q1 		$29.7M Sell
109,914
-17,385
-14% -$4.52M 1.93% 14
2025
Q4 		$34.6M Buy
127,299
+7,855
+7% +$2.11M 2.3% 11
2025
Q3 		$30.4M Sell
119,444
-2,352
-2% -$531K 2.06% 13
2025
Q2 		$25M Buy
121,796
+7,702
+7% +$1.56M 1.78% 13
2025
Q1 		$25.3M Sell
114,094
-11,643
-9% -$2.7M 2.08% 10
2024
Q4 		$31.5M Buy
125,737
+2,250
+2% +$530K 2.59% 9
2024
Q3 		$28.8M Buy
123,487
+2,333
+2% +$521K 2.4% 10
2024
Q2 		$26.9M Buy
121,154
+43,051
+55% +$8.03M 2.39% 10
2024
Q1 		$13.4M Buy
78,103
+17,251
+28% +$3.14M 1.24% 19
2023
Q4 		$11.7M Buy
+60,852
New +$11.2M 1.22% 16
2022
Q4 		$10.2M Sell
78,835
-6,231
-7% -$890K 1.18% 15
2022
Q3 		$11.8M Buy
+85,066
New +$13.4M 1.43% 13

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

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

Icon Wealth Advisors increased its Apple (AAPL) stake by 23% in Q2 2026, buying an estimated $7.11M and bringing the position to 134,758 shares worth $39M. The position accounts for 2.35% of the portfolio, ranked #7.

Icon Wealth Advisors first reported a position in AAPL in Q3 2022 and has held it in 13 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Icon Wealth Advisors held 134,758 shares of Apple worth $39M as of Q2 2026.
  • Icon Wealth Advisors bought 24,844 Apple shares in Q2 2026, an estimated $7.11M.
  • Apple made up 2.35% of Icon Wealth Advisors's portfolio in Q2 2026, its #7 holding.
  • Icon Wealth Advisors first reported a position in Apple in Q3 2022 and has held it in 13 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.