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Medallion Wealth Advisors’s Apple AAPL Stock Holding History

Medallion 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 		$4.09M Sell
14,128
-3,153
-18% -$902K 1.29% 11
2026
Q1 		$4.39M Buy
17,281
+1,232
+8% +$321K 1.43% 10
2025
Q4 		$4.36M Buy
16,049
+369
+2% +$99.1K 1.47% 9
2025
Q3 		$3.99M Buy
15,680
+269
+2% +$60.8K 1.42% 9
2025
Q2 		$3.19M Buy
15,411
+110
+0.7% +$22.2K 1.23% 14
2025
Q1 		$3.41M Buy
15,301
+720
+5% +$167K 1.55% 10
2024
Q4 		$3.51M Buy
+14,581
New +$3.44M 1.74% 8

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

Medallion Wealth Advisors's AAPL Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Apple (AAPL) stake by 18% in Q2 2026, selling an estimated $902K and leaving 14,128 shares worth $4.09M. The position accounts for 1.29% of the portfolio, ranked #11.

Medallion Wealth Advisors first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.39M in Q1 2026. 6,137 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Medallion Wealth Advisors held 14,128 shares of Apple worth $4.09M as of Q2 2026.
  • Medallion Wealth Advisors sold 3,153 Apple shares in Q2 2026, an estimated $902K.
  • Apple made up 1.29% of Medallion Wealth Advisors's portfolio in Q2 2026, its #11 holding.
  • Medallion Wealth Advisors first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Apple position peaked at $4.39M in Q1 2026.
  • 6,137 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.