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Melfa Wealth Management’s Apple AAPL Stock Holding History

Melfa 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 		$5.39M Sell
18,611
-825
-4% -$236K 2.9% 4
2026
Q1 		$4.93M Sell
19,436
-31
-0.2% -$8.07K 2.83% 3
2025
Q4 		$5.29M Buy
19,467
+218
+1% +$58.5K 3.05% 3
2025
Q3 		$4.9M Sell
19,249
-900
-4% -$203K 2.87% 4
2025
Q2 		$4.13M Sell
20,149
-4,250
-17% -$858K 2.61% 6
2025
Q1 		$5.42M Sell
24,399
-47
-0.2% -$10.9K 3.66% 2
2024
Q4 		$6.12M Buy
24,446
+727
+3% +$171K 4.09% 2
2024
Q3 		$5.53M Sell
23,719
-615
-3% -$137K 3.65% 2
2024
Q2 		$5.13M Sell
24,334
-368
-1% -$68.6K 3.58% 2
2024
Q1 		$4.24M Buy
24,702
+3,157
+15% +$574K 3.06% 5
2023
Q4 		$4.15M Sell
21,545
-262
-1% -$48.4K 3.91% 5
2023
Q3 		$3.73M Sell
21,807
-290
-1% -$53.2K 4.06% 5
2023
Q2 		$4.29M Buy
22,097
+43
+0.2% +$7.49K 4.34% 3
2023
Q1 		$3.64M Buy
22,054
+14
+0.1% +$2.07K 3.63% 5
2022
Q4 		$2.86M Buy
+22,040
New +$3.15M 2.99% 4

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

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

Melfa Wealth Management reduced its Apple (AAPL) stake by 4.2% in Q2 2026, selling an estimated $236K and leaving 18,611 shares worth $5.39M. The position accounts for 2.9% of the portfolio, ranked #4.

Melfa Wealth Management first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.12M in Q4 2024. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Melfa Wealth Management held 18,611 shares of Apple worth $5.39M as of Q2 2026.
  • Melfa Wealth Management sold 825 Apple shares in Q2 2026, an estimated $236K.
  • Apple made up 2.9% of Melfa Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Melfa Wealth Management first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • Melfa Wealth Management's Apple position peaked at $6.12M in Q4 2024.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Melfa Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.