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
2022 Q1	–	Sell	-100	Closed	-$18K	–	203
2021 Q4	$18K	Buy	+100	New	+$15.8K	0.01%	218

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

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.