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Impact Partnership Wealth’s Apple AAPL Stock Holding History

Impact Partnership 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 		$14M Sell
48,413
-516
-1% -$148K 1.36% 17
2026
Q1 		$12.4M Sell
48,929
-1,780
-4% -$463K 1.53% 16
2025
Q4 		$13.8M Buy
50,709
+2,104
+4% +$565K 1.77% 15
2025
Q3 		$12.4M Buy
48,605
+1,368
+3% +$309K 1.84% 15
2025
Q2 		$9.69M Buy
47,237
+1,925
+4% +$389K 1.79% 15
2025
Q1 		$10.1M Buy
45,312
+865
+2% +$200K 2.15% 11
2024
Q4 		$11.1M Buy
44,447
+3,887
+10% +$916K 2.25% 11
2024
Q3 		$9.45M Sell
40,560
-1,024
-2% -$229K 2.13% 13
2024
Q2 		$8.76M Buy
41,584
+6,218
+18% +$1.16M 2.3% 9
2024
Q1 		$6.06M Buy
35,366
+1,805
+5% +$328K 2.4% 9
2023
Q4 		$6.46M Sell
33,561
-9,342
-22% -$1.72M 2.36% 9
2023
Q3 		$7.35M Buy
42,903
+33,659
+364% +$6.17M 2.29% 10
2023
Q2 		$1.79M Buy
+9,244
New +$1.61M 0.62% 14

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

Impact Partnership Wealth's AAPL Position: Q2 2026 in Review

Impact Partnership Wealth reduced its Apple (AAPL) stake by 1.1% in Q2 2026, selling an estimated $148K and leaving 48,413 shares worth $14M. The position accounts for 1.36% of the portfolio, ranked #17.

Impact Partnership Wealth first reported a position in AAPL in Q2 2023 and has held it in 13 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Impact Partnership Wealth held 48,413 shares of Apple worth $14M as of Q2 2026.
  • Impact Partnership Wealth sold 516 Apple shares in Q2 2026, an estimated $148K.
  • Apple made up 1.36% of Impact Partnership Wealth's portfolio in Q2 2026, its #17 holding.
  • Impact Partnership Wealth first reported a position in Apple in Q2 2023 and has held it in 13 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.