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Journey Beyond Wealth’s Apple AAPL Stock Holding History

Journey Beyond Wealth’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 		$285K Sell
986
-22
-2% -$6.29K 0.22% 26
2026
Q1 		$256K Sell
1,008
-26
-3% -$6.77K 0.22% 26
2025
Q4 		$281K Sell
1,034
-98
-9% -$26.3K 0.22% 27
2025
Q3 		$288K Buy
1,132
+102
+10% +$23K 0.24% 26
2025
Q2 		$211K Hold
1,030
– – 0.18% 28
2025
Q1 		$229K Hold
1,030
– – 0.21% 29
2024
Q4 		$258K Buy
+1,030
New +$243K 0.24% 28

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Journey Beyond Wealth's AAPL Position: Q2 2026 in Review

Journey Beyond Wealth reduced its Apple (AAPL) stake by 2.2% in Q2 2026, selling an estimated $6.29K and leaving 986 shares worth $285K. The position accounts for 0.22% of the portfolio, ranked #26.

Journey Beyond Wealth first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $288K in Q3 2025. 4,546 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Journey Beyond Wealth held 986 shares of Apple worth $285K as of Q2 2026.
  • Journey Beyond Wealth sold 22 Apple shares in Q2 2026, an estimated $6.29K.
  • Apple made up 0.22% of Journey Beyond Wealth's portfolio in Q2 2026, its #26 holding.
  • Journey Beyond Wealth first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • Journey Beyond Wealth's Apple position peaked at $288K in Q3 2025.
  • 4,546 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Journey Beyond Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.