Liberty Square Wealth Partners’s Apple AAPL Stock Holding History

Liberty Square 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	$20.8M	Sell	71,864 -616	-0.8%	-$176K	4.95%	5
2026 Q1	$18.4M	Sell	72,480 -2,326	-3%	-$605K	5.13%	5
2025 Q4	$20.3M	Buy	74,806 +273	+0.4%	+$73.3K	5.8%	4
2025 Q3	$19M	Sell	74,533 -826	-1%	-$187K	5.86%	4
2025 Q2	$15.5M	Sell	75,359 -632	-0.8%	-$128K	5.34%	5
2025 Q1	$16.9M	Buy	75,991 +2,043	+3%	+$473K	6.44%	4
2024 Q4	$18.1M	Buy	+73,948	New	+$17.4M	6.6%	3

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Liberty Square Wealth Partners's AAPL Position: Q2 2026 in Review

Liberty Square Wealth Partners reduced its Apple (AAPL) stake by 0.85% in Q2 2026, selling an estimated $176K and leaving 71,864 shares worth $20.8M. The position accounts for 4.95% of the portfolio, ranked #5.

Liberty Square Wealth Partners first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 6,118 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Liberty Square Wealth Partners held 71,864 shares of Apple worth $20.8M as of Q2 2026.
Liberty Square Wealth Partners sold 616 Apple shares in Q2 2026, an estimated $176K.
Apple made up 4.95% of Liberty Square Wealth Partners's portfolio in Q2 2026, its #5 holding.
Liberty Square Wealth Partners first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
6,118 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.