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Modern Wealth Management’s Apple AAPL Stock Holding History

Modern 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 		$178M Buy
614,819
+97,771
+19% +$28M 2.12% 5
2026
Q1 		$132M Buy
517,048
+22,053
+4% +$5.74M 2.26% 3
2025
Q4 		$135M Buy
494,995
+34,223
+7% +$9.19M 2.45% 2
2025
Q3 		$117M Buy
460,772
+64,371
+16% +$14.5M 2.32% 4
2025
Q2 		$81.3M Buy
396,401
+47,084
+13% +$9.51M 2% 7
2025
Q1 		$77.6M Buy
349,317
+36,974
+12% +$8.57M 2.48% 7
2024
Q4 		$78.2M Buy
312,343
+208,360
+200% +$49.1M 2.92% 4
2024
Q3 		$24.2M Buy
103,983
+1,724
+2% +$385K 1.48% 12
2024
Q2 		$21.5M Buy
102,259
+18,215
+22% +$3.4M 1.59% 12
2024
Q1 		$14.4M Buy
84,044
+31,040
+59% +$5.64M 1.34% 16
2023
Q4 		$10.2M Buy
+53,004
New +$9.79M 1.29% 16

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

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

Modern Wealth Management increased its Apple (AAPL) stake by 19% in Q2 2026, buying an estimated $28M and bringing the position to 614,819 shares worth $178M. The position accounts for 2.12% of the portfolio, ranked #5.

Modern Wealth Management first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Modern Wealth Management held 614,819 shares of Apple worth $178M as of Q2 2026.
  • Modern Wealth Management bought 97,771 Apple shares in Q2 2026, an estimated $28M.
  • Apple made up 2.12% of Modern Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Modern Wealth Management first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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