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Long Island Wealth Management’s Apple AAPL Stock Holding History

Long Island 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 		$1.84M Buy
6,357
+1,426
+29% +$408K 0.76% 30
2026
Q1 		$1.25M Buy
4,931
+77
+2% +$20K 0.58% 36
2025
Q4 		$1.32M Hold
4,854
– – 0.62% 36
2025
Q3 		$1.24M Buy
4,854
+65
+1% +$14.7K 0.6% 36
2025
Q2 		$982K Buy
4,789
+546
+13% +$110K 0.51% 40
2025
Q1 		$942K Hold
4,243
– – 0.57% 39
2024
Q4 		$1.06M Buy
4,243
+60
+1% +$14.1K 0.67% 33
2024
Q3 		$975K Sell
4,183
-130
-3% -$29K 0.64% 38
2024
Q2 		$908K Buy
4,313
+307
+8% +$57.3K 0.64% 40
2024
Q1 		$687K Sell
4,006
-4
-0.1% -$727 0.49% 46
2023
Q4 		$772K Buy
+4,010
New +$740K 0.55% 38

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

Long Island Wealth Management's AAPL Position: Q2 2026 in Review

Long Island Wealth Management increased its Apple (AAPL) stake by 29% in Q2 2026, buying an estimated $408K and bringing the position to 6,357 shares worth $1.84M. The position accounts for 0.76% of the portfolio, ranked #30.

Long Island Wealth Management first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 6,132 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Long Island Wealth Management held 6,357 shares of Apple worth $1.84M as of Q2 2026.
  • Long Island Wealth Management bought 1,426 Apple shares in Q2 2026, an estimated $408K.
  • Apple made up 0.76% of Long Island Wealth Management's portfolio in Q2 2026, its #30 holding.
  • Long Island Wealth Management first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • 6,132 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Long Island Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.