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Inlight Wealth Management’s Apple AAPL Stock Holding History

Inlight Wealth Management’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 		$655K Buy
2,263
+2
+0.1% +$572 0.21% 31
2026
Q1 		$574K Buy
2,261
+11
+0.5% +$2.86K 0.21% 29
2025
Q4 		$612K Buy
2,250
+2
+0.1% +$537 0.22% 32
2025
Q3 		$573K Buy
2,248
+1
+0% +$226 0.27% 31
2025
Q2 		$461K Sell
2,247
-4
-0.2% -$808 0.24% 32
2025
Q1 		$500K Buy
2,251
+2
+0.1% +$463 0.31% 29
2024
Q4 		$563K Buy
+2,249
New +$530K 0.37% 30

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

Inlight Wealth Management's AAPL Position: Q2 2026 in Review

Inlight Wealth Management increased its Apple (AAPL) stake by 0.09% in Q2 2026, buying an estimated $572 and bringing the position to 2,263 shares worth $655K. The position accounts for 0.21% of the portfolio, ranked #31.

Inlight Wealth Management first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Inlight Wealth Management held 2,263 shares of Apple worth $655K as of Q2 2026.
  • Inlight Wealth Management bought 2 Apple shares in Q2 2026, an estimated $572.
  • Apple made up 0.21% of Inlight Wealth Management's portfolio in Q2 2026, its #31 holding.
  • Inlight Wealth Management first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Inlight Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.