LongView Wealth Management’s Apple AAPL Stock Holding History

LongView 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	$15M	Sell	51,737 -1,726	-3%	-$494K	3.84%	3
2026 Q1	$13.8M	Sell	53,463 -5,977	-10%	-$1.56M	3.48%	3
2025 Q4	$15.5M	Buy	59,440 +3,004	+5%	+$806K	3.74%	3
2025 Q3	$14.4M	Sell	56,436 -1,291	-2%	-$292K	3.89%	3
2025 Q2	$11.8M	Sell	57,727 -5,391	-9%	-$1.09M	3.59%	4
2025 Q1	$14M	Sell	63,118 -2,126	-3%	-$493K	4.21%	3
2024 Q4	$16.3M	Sell	65,244 -1,221	-2%	-$288K	4.98%	2
2024 Q3	$15.5M	Sell	66,465 -379	-0.6%	-$84.6K	4.94%	3
2024 Q2	$14.1M	Sell	66,844 -2,132	-3%	-$398K	5.2%	2
2024 Q1	$11.8M	Sell	68,976 -2,585	-4%	-$470K	4.69%	3
2023 Q4	$13.2M	Buy	+71,561	New	+$13.2M	5.92%	3

Other funds holding AAPL

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

LongView Wealth Management reduced its Apple (AAPL) stake by 3.2% in Q2 2026, selling an estimated $494K and leaving 51,737 shares worth $15M. The position accounts for 3.84% of the portfolio, ranked #3.

LongView Wealth Management first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. The position peaked at $16.3M in Q4 2024. 4,143 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

LongView Wealth Management held 51,737 shares of Apple worth $15M as of Q2 2026.
LongView Wealth Management sold 1,726 Apple shares in Q2 2026, an estimated $494K.
Apple made up 3.84% of LongView Wealth Management's portfolio in Q2 2026, its #3 holding.
LongView Wealth Management first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
LongView Wealth Management's Apple position peaked at $16.3M in Q4 2024.
4,143 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.