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Marshall & Sterling Wealth Advisors’s Apple AAPL Stock Holding History

Marshall & Sterling Wealth Advisors’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 		$2.04M Sell
7,045
-102
-1% -$29.2K 1.21% 22
2026
Q1 		$1.81M Sell
7,147
-440
-6% -$115K 1.19% 22
2025
Q4 		$2.06M Sell
7,587
-1,284
-14% -$345K 1.36% 20
2025
Q3 		$2.25M Sell
8,871
-252
-3% -$56.9K 1.44% 18
2025
Q2 		$1.87M Buy
9,123
+285
+3% +$57.6K 1.26% 21
2025
Q1 		$1.96M Buy
8,838
+1,232
+16% +$285K 1.33% 18
2024
Q4 		$1.9M Buy
+7,606
New +$1.79M 1.32% 18

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

Marshall & Sterling Wealth Advisors's AAPL Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors reduced its Apple (AAPL) stake by 1.4% in Q2 2026, selling an estimated $29.2K and leaving 7,045 shares worth $2.04M. The position accounts for 1.21% of the portfolio, ranked #22.

Marshall & Sterling Wealth Advisors first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.25M in Q3 2025. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 7,045 shares of Apple worth $2.04M as of Q2 2026.
  • Marshall & Sterling Wealth Advisors sold 102 Apple shares in Q2 2026, an estimated $29.2K.
  • Apple made up 1.21% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #22 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • Marshall & Sterling Wealth Advisors's Apple position peaked at $2.25M in Q3 2025.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.