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Moss Adams Wealth Advisors’s Apple AAPL Stock Holding History

Moss Adams 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 		$29.9M Sell
103,386
-3,714
-3% -$1.06M 1.87% 10
2026
Q1 		$27.2M Buy
107,100
+3,618
+3% +$942K 1.99% 10
2025
Q4 		$28.1M Sell
103,482
-1,730
-2% -$464K 2.04% 10
2025
Q3 		$26.8M Buy
105,212
+11
+0% +$2.48K 2.09% 10
2025
Q2 		$21.6M Buy
105,201
+17,857
+20% +$3.61M 1.96% 11
2025
Q1 		$19.4M Buy
87,344
+6,282
+8% +$1.46M 2.04% 10
2024
Q4 		$20.3M Buy
81,062
+8,678
+12% +$2.05M 2.15% 10
2024
Q3 		$16.9M Buy
72,384
+4,908
+7% +$1.1M 1.85% 11
2024
Q2 		$14.2M Buy
67,476
+869
+1% +$162K 1.96% 10
2024
Q1 		$11.4M Buy
66,607
+16,684
+33% +$3.03M 1.84% 10
2023
Q4 		$9.61M Buy
49,923
+3,680
+8% +$679K 2% 10
2023
Q3 		$7.92M Buy
46,243
+6,498
+16% +$1.19M 2.7% 8
2023
Q2 		$7.71M Sell
39,745
-3,660
-8% -$638K 2.52% 8
2023
Q1 		$7.16M Buy
43,405
+607
+1% +$89.6K 2.44% 8
2022
Q4 		$5.56M Buy
+42,798
New +$6.12M 2.78% 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

Moss Adams Wealth Advisors's AAPL Position: Q2 2026 in Review

Moss Adams Wealth Advisors reduced its Apple (AAPL) stake by 3.5% in Q2 2026, selling an estimated $1.06M and leaving 103,386 shares worth $29.9M. The position accounts for 1.87% of the portfolio, ranked #10.

Moss Adams Wealth Advisors first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Moss Adams Wealth Advisors held 103,386 shares of Apple worth $29.9M as of Q2 2026.
  • Moss Adams Wealth Advisors sold 3,714 Apple shares in Q2 2026, an estimated $1.06M.
  • Apple made up 1.87% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #10 holding.
  • Moss Adams Wealth Advisors first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • 6,089 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.