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Investment Insight Wealth Management’s Apple AAPL Stock Holding History

Investment Insight 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 		$4.27M Sell
14,756
-67
-0.5% -$19.2K 3.7% 6
2026
Q1 		$3.76M Sell
14,823
-82
-0.6% -$21.3K 4.06% 6
2025
Q4 		$4.05M Buy
+14,905
New +$4M 3.98% 6

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

Investment Insight Wealth Management's AAPL Position: Q2 2026 in Review

Investment Insight Wealth Management reduced its Apple (AAPL) stake by 0.45% in Q2 2026, selling an estimated $19.2K and leaving 14,756 shares worth $4.27M. The position accounts for 3.7% of the portfolio, ranked #6.

Investment Insight Wealth Management first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Investment Insight Wealth Management held 14,756 shares of Apple worth $4.27M as of Q2 2026.
  • Investment Insight Wealth Management sold 67 Apple shares in Q2 2026, an estimated $19.2K.
  • Apple made up 3.7% of Investment Insight Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Investment Insight Wealth Management first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
  • 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Investment Insight Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.