Magnolia Wealth Management’s Apple AAPL Stock Holding History

Magnolia 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	$824K	Hold	2,847	–	–	0.43%	8
2026 Q1	$723K	Sell	2,847 -7	-0.2%	-$1.82K	0.42%	8
2025 Q4	$776K	Buy	2,854 +195	+7%	+$52.3K	0.46%	8
2025 Q3	$677K	Sell	2,659 -415	-14%	-$93.8K	0.42%	8
2025 Q2	$631K	Hold	3,074	–	–	0.41%	8
2025 Q1	$683K	Hold	3,074	–	–	0.49%	8
2024 Q4	$770K	Sell	3,074 -6	-0.2%	-$1.41K	0.54%	8
2024 Q3	$718K	Buy	3,080 +792	+35%	+$177K	0.51%	8
2024 Q2	$482K	Sell	2,288 -14,099	-86%	-$2.63M	0.36%	8
2024 Q1	$2.8M	Buy	16,387 +11,774	+255%	+$2.14M	1.14%	8
2023 Q4	$888K	Sell	4,613 -29	-0.6%	-$5.36K	0.76%	8
2023 Q3	$795K	Buy	4,642 +32	+0.7%	+$5.87K	0.74%	9
2023 Q2	$894K	Buy	4,610 +320	+7%	+$55.8K	0.83%	9
2023 Q1	$707K	Buy	4,290 +2,620	+157%	+$387K	0.71%	9
2022 Q4	$217K	Buy	+1,670	New	+$239K	0.24%	10
2022 Q2	$228K	Hold	1,670	–	–	0.26%	9
2022 Q1	$292K	Hold	1,670	–	–	0.31%	8
2021 Q4	$297K	Buy	+1,670	New	+$264K	0.3%	11

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

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

Magnolia Wealth Management held its Apple (AAPL) position steady in Q2 2026 at 2,847 shares worth $824K. The position accounts for 0.43% of the portfolio, ranked #8.

Magnolia Wealth Management first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.8M in Q1 2024. 6,077 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Magnolia Wealth Management held 2,847 shares of Apple worth $824K as of Q2 2026.
Magnolia Wealth Management left its Apple share count unchanged in Q2 2026.
Apple made up 0.43% of Magnolia Wealth Management's portfolio in Q2 2026, its #8 holding.
Magnolia Wealth Management first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
Magnolia Wealth Management's Apple position peaked at $2.8M in Q1 2024.
6,077 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Magnolia Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.