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Momentum Wealth Planning’s Apple AAPL Stock Holding History

Momentum Wealth Planning’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 		$2.25M Buy
7,759
+4,698
+153% +$1.34M 1.64% 13
2026
Q1 		$777K Sell
3,061
-13,382
-81% -$3.48M 0.69% 24
2025
Q4 		$4.47M Buy
16,443
+13,724
+505% +$3.68M 3.49% 8
2025
Q3 		$692K Sell
2,719
-371
-12% -$83.8K 0.54% 26
2025
Q2 		$634K Buy
+3,090
New +$624K 0.54% 27

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

Momentum Wealth Planning's AAPL Position: Q2 2026 in Review

Momentum Wealth Planning increased its Apple (AAPL) stake by 153% in Q2 2026, buying an estimated $1.34M and bringing the position to 7,759 shares worth $2.25M. The position accounts for 1.64% of the portfolio, ranked #13.

Momentum Wealth Planning first reported a position in AAPL in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.47M in Q4 2025. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Momentum Wealth Planning held 7,759 shares of Apple worth $2.25M as of Q2 2026.
  • Momentum Wealth Planning bought 4,698 Apple shares in Q2 2026, an estimated $1.34M.
  • Apple made up 1.64% of Momentum Wealth Planning's portfolio in Q2 2026, its #13 holding.
  • Momentum Wealth Planning first reported a position in Apple in Q2 2025 and has held it in 5 quarters since.
  • Momentum Wealth Planning's Apple position peaked at $4.47M in Q4 2025.
  • 6,089 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Momentum Wealth Planning's 13F filing for Q2 2026, filed 5 Aug 2026.