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Independent Wealth Advisors’s Apple AAPL Stock Holding History

Independent 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 		$1.32M Buy
4,574
+132
+3% +$37.8K 1.2% 22
2026
Q1 		$1.13M Buy
4,442
+89
+2% +$23.2K 1.11% 23
2025
Q4 		$1.18M Buy
+4,353
New +$1.17M 1.23% 20

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

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

Independent Wealth Advisors increased its Apple (AAPL) stake by 3% in Q2 2026, buying an estimated $37.8K and bringing the position to 4,574 shares worth $1.32M. The position accounts for 1.2% of the portfolio, ranked #22.

Independent Wealth Advisors first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Independent Wealth Advisors held 4,574 shares of Apple worth $1.32M as of Q2 2026.
  • Independent Wealth Advisors bought 132 Apple shares in Q2 2026, an estimated $37.8K.
  • Apple made up 1.2% of Independent Wealth Advisors's portfolio in Q2 2026, its #22 holding.
  • Independent Wealth Advisors first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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