Madison Wealth Partners
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Madison Wealth Partners’s Apple AAPL Stock Holding History

Madison 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 		$16.7M Buy
57,702
+3,832
+7% +$1.1M 2.12% 12
2026
Q1 		$13.7M Buy
53,870
+3,526
+7% +$918K 2.18% 12
2025
Q4 		$13.7M Buy
50,344
+8,999
+22% +$2.42M 2.5% 9
2025
Q3 		$10.5M Buy
41,345
+1,100
+3% +$248K 2.08% 12
2025
Q2 		$8.26M Buy
40,245
+54
+0.1% +$10.9K 1.8% 13
2025
Q1 		$8.93M Buy
40,191
+95
+0.2% +$22K 2.2% 11
2024
Q4 		$10M Sell
40,096
-98
-0.2% -$23.1K 2.81% 8
2024
Q3 		$9.37M Buy
40,194
+5,142
+15% +$1.15M 2.77% 8
2024
Q2 		$7.38M Sell
35,052
-231
-0.7% -$43.1K 2.53% 9
2024
Q1 		$6.05M Sell
35,283
-132
-0.4% -$24K 2.19% 10
2023
Q4 		$6.82M Buy
35,415
+5,820
+20% +$1.07M 2.7% 7
2023
Q3 		$5.07M Buy
29,595
+1,047
+4% +$192K 2.56% 9
2023
Q2 		$5.54M Sell
28,548
-64
-0.2% -$11.2K 2.59% 9
2023
Q1 		$4.72M Sell
28,612
-1,023
-3% -$151K 2.38% 10
2022
Q4 		$3.85M Buy
29,635
+1,033
+4% +$148K 2.25% 10
2022
Q3 		$3.95M Sell
28,602
-1,379
-5% -$216K 2.59% 10
2022
Q2 		$4.1M Buy
29,981
+1
+0% +$151 2.6% 10
2022
Q1 		$5.24M Buy
29,980
+430
+1% +$72.3K 2.93% 10
2021
Q4 		$5.25M Buy
29,550
+1,065
+4% +$168K 2.64% 11
2021
Q3 		$4.03M Buy
28,485
+962
+3% +$142K 2.27% 11
2021
Q2 		$3.77M Buy
27,523
+5,573
+25% +$722K 2.16% 12
2021
Q1 		$2.91M Hold
21,950
– – 2.05% 12
2020
Q4 		$2.91M Buy
+21,950
New +$2.64M 1.95% 13

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 $3.38T AUM 44.17% 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

Madison Wealth Partners's AAPL Position: Q2 2026 in Review

Madison Wealth Partners increased its Apple (AAPL) stake by 7.1% in Q2 2026, buying an estimated $1.1M and bringing the position to 57,702 shares worth $16.7M. The position accounts for 2.12% of the portfolio, ranked #12.

Madison Wealth Partners first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. 6,163 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Madison Wealth Partners held 57,702 shares of Apple worth $16.7M as of Q2 2026.
  • Madison Wealth Partners bought 3,832 Apple shares in Q2 2026, an estimated $1.1M.
  • Apple made up 2.12% of Madison Wealth Partners's portfolio in Q2 2026, its #12 holding.
  • Madison Wealth Partners first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • 6,163 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Madison Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.