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Maltin Wealth Management’s Apple AAPL Stock Holding History

Maltin 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 		$3.32M Buy
11,481
+89
+0.8% +$25.5K 1.11% 37
2026
Q1 		$2.89M Sell
11,392
-6
-0.1% -$1.56K 1.11% 35
2025
Q4 		$3.1M Buy
11,398
+36
+0.3% +$9.66K 1.23% 32
2025
Q3 		$2.89M Buy
11,362
+5,107
+82% +$1.15M 1.2% 34
2025
Q2 		$1.28M Buy
6,255
+10
+0.2% +$2.02K 0.58% 49
2025
Q1 		$1.39M Sell
6,245
-85
-1% -$19.7K 0.65% 44
2024
Q4 		$1.59M Buy
6,330
+1,365
+27% +$322K 0.78% 41
2024
Q3 		$1.16M Buy
4,965
+4
+0.1% +$893 0.56% 53
2024
Q2 		$1.04M Buy
4,961
+6
+0.1% +$1.12K 0.56% 53
2024
Q1 		$850K Sell
4,955
-785
-14% -$143K 0.48% 55
2023
Q4 		$1.11M Sell
5,740
-29
-0.5% -$5.36K 0.7% 48
2023
Q3 		$988K Sell
5,769
-21
-0.4% -$3.85K 0.69% 50
2023
Q2 		$1.12M Buy
5,790
+19
+0.3% +$3.31K 0.79% 42
2023
Q1 		$952K Buy
5,771
+10
+0.2% +$1.48K 0.69% 51
2022
Q4 		$749K Sell
5,761
-825
-13% -$118K 0.54% 54
2022
Q3 		$910K Sell
6,586
-78
-1% -$12.2K 0.72% 47
2022
Q2 		$911K Buy
6,664
+1,712
+35% +$259K 0.66% 53
2022
Q1 		$865K Sell
4,952
-2,925
-37% -$492K 0.57% 56
2021
Q4 		$1.4M Buy
7,877
+93
+1% +$14.7K 0.84% 40
2021
Q3 		$1.1M Buy
7,784
+2,100
+37% +$309K 0.68% 42
2021
Q2 		$778K Buy
5,684
+537
+10% +$69.6K 0.47% 55
2021
Q1 		$629K Buy
5,147
+54
+1% +$6.93K 0.41% 61
2020
Q4 		$676K Sell
5,093
-307
-6% -$36.9K 0.47% 53
2020
Q3 		$625K Buy
5,400
+4
+0.1% +$436 0.44% 51
2020
Q2 		$492K Sell
5,396
-416
-7% -$32.2K 0.37% 57
2020
Q1 		$369K Sell
5,812
-2,224
-28% -$164K 0.31% 58
2019
Q4 		$590K Buy
+8,036
New +$517K 0.38% 43

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

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

Maltin Wealth Management increased its Apple (AAPL) stake by 0.78% in Q2 2026, buying an estimated $25.5K and bringing the position to 11,481 shares worth $3.32M. The position accounts for 1.11% of the portfolio, ranked #37.

Maltin Wealth Management first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. 6,092 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Maltin Wealth Management held 11,481 shares of Apple worth $3.32M as of Q2 2026.
  • Maltin Wealth Management bought 89 Apple shares in Q2 2026, an estimated $25.5K.
  • Apple made up 1.11% of Maltin Wealth Management's portfolio in Q2 2026, its #37 holding.
  • Maltin Wealth Management first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • 6,092 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Maltin Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.