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Independent Wealth Network’s Apple AAPL Stock Holding History

Independent Wealth Network’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 		$5.74M Buy
19,841
+194
+1% +$55.5K 1.46% 8
2026
Q1 		$4.99M Buy
19,647
+40
+0.2% +$10.4K 1.48% 11
2025
Q4 		$5.33M Buy
19,607
+26
+0.1% +$6.98K 1.63% 9
2025
Q3 		$4.99M Buy
19,581
+163
+0.8% +$36.8K 1.6% 9
2025
Q2 		$3.98M Sell
19,418
-1,409
-7% -$285K 1.45% 14
2025
Q1 		$4.63M Sell
20,827
-790
-4% -$183K 1.85% 10
2024
Q4 		$5.41M Buy
21,617
+1,280
+6% +$302K 2.2% 6
2024
Q3 		$4.74M Sell
20,337
-497
-2% -$111K 2.09% 7
2024
Q2 		$4.39M Buy
20,834
+170
+0.8% +$31.7K 2.04% 8
2024
Q1 		$3.54M Sell
20,664
-299
-1% -$54.4K 1.66% 12
2023
Q4 		$4.04M Buy
20,963
+1,150
+6% +$212K 2.12% 7
2023
Q3 		$3.39M Buy
19,813
+178
+0.9% +$32.6K 2.09% 10
2023
Q2 		$3.81M Sell
19,635
-1,367
-7% -$238K 2.29% 8
2023
Q1 		$3.46M Buy
21,002
+1,003
+5% +$148K 2.22% 9
2022
Q4 		$2.6M Buy
19,999
+407
+2% +$58.2K 1.78% 12
2022
Q3 		$2.71M Buy
19,592
+187
+1% +$29.4K 2.12% 10
2022
Q2 		$2.65M Sell
19,405
-493
-2% -$74.7K 1.91% 10
2022
Q1 		$3.47M Sell
19,898
-198
-1% -$33.3K 2.21% 10
2021
Q4 		$3.57M Buy
20,096
+2,149
+12% +$340K 2.2% 10
2021
Q3 		$2.72M Buy
+17,947
New +$2.64M 1.78% 11

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 Network's AAPL Position: Q2 2026 in Review

Independent Wealth Network increased its Apple (AAPL) stake by 0.99% in Q2 2026, buying an estimated $55.5K and bringing the position to 19,841 shares worth $5.74M. The position accounts for 1.46% of the portfolio, ranked #8.

Independent Wealth Network first reported a position in AAPL in Q3 2021 and has held it in 20 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Independent Wealth Network held 19,841 shares of Apple worth $5.74M as of Q2 2026.
  • Independent Wealth Network bought 194 Apple shares in Q2 2026, an estimated $55.5K.
  • Apple made up 1.46% of Independent Wealth Network's portfolio in Q2 2026, its #8 holding.
  • Independent Wealth Network first reported a position in Apple in Q3 2021 and has held it in 20 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.