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Insight Wealth Partners’s Apple AAPL Stock Holding History

Insight Wealth Partners’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 		$2.98M Buy
10,293
+532
+5% +$152K 0.4% 26
2026
Q1 		$2.48M Buy
9,761
+15
+0.2% +$3.9K 0.35% 25
2025
Q4 		$2.65M Sell
9,746
-346
-3% -$92.9K 0.36% 23
2025
Q3 		$2.57M Buy
10,092
+71
+0.7% +$16K 0.78% 22
2025
Q2 		$2.06M Sell
10,021
-39
-0.4% -$7.88K 0.8% 26
2025
Q1 		$2.23M Buy
10,060
+329
+3% +$76.2K 0.37% 24
2024
Q4 		$2.44M Sell
9,731
-1,576
-14% -$371K 0.33% 24
2024
Q3 		$2.63M Buy
11,307
+2,357
+26% +$526K 0.52% 20
2024
Q2 		$1.89M Sell
8,950
-436
-5% -$81.3K 0.33% 25
2024
Q1 		$1.61M Buy
9,386
+1,492
+19% +$271K 0.28% 27
2023
Q4 		$1.52M Buy
7,894
+925
+13% +$171K 0.26% 23
2023
Q3 		$1.19M Buy
6,969
+168
+2% +$30.8K 0.23% 27
2023
Q2 		$1.32M Buy
6,801
+1,242
+22% +$216K 0.31% 25
2023
Q1 		$917K Buy
5,559
+462
+9% +$68.2K 0.21% 29
2022
Q4 		$662K Buy
5,097
+226
+5% +$32.3K 0.5% 31
2022
Q3 		$673K Sell
4,871
-5
-0.1% -$785 0.64% 29
2022
Q2 		$667K Sell
4,876
-1,262
-21% -$191K 0.5% 31
2022
Q1 		$1.07M Sell
6,138
-483
-7% -$81.2K 0.6% 24
2021
Q4 		$1.18M Buy
6,621
+2,311
+54% +$365K 0.22% 25
2021
Q3 		$610K Sell
4,310
-25
-0.6% -$3.68K 0.33% 38
2021
Q2 		$594K Sell
4,335
-588
-12% -$76.2K 0.32% 36
2021
Q1 		$601K Sell
4,923
-1,956
-28% -$251K 0.3% 34
2020
Q4 		$913K Buy
6,879
+75
+1% +$9.02K 0.56% 27
2020
Q3 		$788K Buy
6,804
+2,436
+56% +$266K 0.75% 25
2020
Q2 		$398K Buy
4,368
+708
+19% +$54.9K 0.41% 30
2020
Q1 		$233K Hold
3,660
– – 0.3% 34
2019
Q4 		$269K Buy
+3,660
New +$235K 0.27% 37

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

Insight Wealth Partners's AAPL Position: Q2 2026 in Review

Insight Wealth Partners increased its Apple (AAPL) stake by 5.5% in Q2 2026, buying an estimated $152K and bringing the position to 10,293 shares worth $2.98M. The position accounts for 0.4% of the portfolio, ranked #26.

Insight Wealth Partners first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. 6,126 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Insight Wealth Partners held 10,293 shares of Apple worth $2.98M as of Q2 2026.
  • Insight Wealth Partners bought 532 Apple shares in Q2 2026, an estimated $152K.
  • Apple made up 0.4% of Insight Wealth Partners's portfolio in Q2 2026, its #26 holding.
  • Insight Wealth Partners first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • 6,126 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Insight Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.