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Integris Wealth Management’s Apple AAPL Stock Holding History

Integris 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 		$12.5M Buy
43,103
+2,506
+6% +$717K 2.52% 12
2026
Q1 		$10.3M Buy
40,597
+79
+0.2% +$20.6K 2.37% 12
2025
Q4 		$11M Sell
40,518
-486
-1% -$130K 2.51% 12
2025
Q3 		$10.4M Sell
41,004
-237
-0.6% -$53.5K 2.54% 12
2025
Q2 		$8.46M Buy
41,241
+656
+2% +$132K 2.21% 13
2025
Q1 		$9.02M Sell
40,585
-254
-0.6% -$58.8K 2.57% 11
2024
Q4 		$10.2M Buy
40,839
+656
+2% +$155K 2.88% 11
2024
Q3 		$9.36M Buy
40,183
+570
+1% +$127K 2.62% 12
2024
Q2 		$8.34M Sell
39,613
-561
-1% -$105K 2.41% 14
2024
Q1 		$6.89M Buy
40,174
+212
+0.5% +$38.5K 1.9% 15
2023
Q4 		$7.69M Buy
39,962
+1,377
+4% +$254K 2.28% 14
2023
Q3 		$6.61M Buy
38,585
+20,977
+119% +$3.85M 2.17% 15
2023
Q2 		$3.42M Sell
17,608
-178
-1% -$31K 1.21% 17
2023
Q1 		$2.93M Sell
17,786
-3,962
-18% -$585K 1.08% 18
2022
Q4 		$2.83M Buy
+21,748
New +$3.11M 1.1% 17

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

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

Integris Wealth Management increased its Apple (AAPL) stake by 6.2% in Q2 2026, buying an estimated $717K and bringing the position to 43,103 shares worth $12.5M. The position accounts for 2.52% of the portfolio, ranked #12.

Integris Wealth Management first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Integris Wealth Management held 43,103 shares of Apple worth $12.5M as of Q2 2026.
  • Integris Wealth Management bought 2,506 Apple shares in Q2 2026, an estimated $717K.
  • Apple made up 2.52% of Integris Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Integris Wealth Management first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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