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Muirfield Wealth Advisors’s Apple AAPL Stock Holding History

Muirfield 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 		$3.36M Sell
11,598
-203
-2% -$58.1K 2.19% 15
2026
Q1 		$3M Sell
11,801
-18
-0.2% -$4.68K 2.2% 14
2025
Q4 		$3.21M Sell
11,819
-919
-7% -$247K 2.36% 14
2025
Q3 		$3.24M Sell
12,738
-1,405
-10% -$317K 2.41% 13
2025
Q2 		$2.9M Buy
14,143
+86
+0.6% +$17.4K 2.31% 15
2025
Q1 		$3.12M Buy
14,057
+55
+0.4% +$12.7K 2.65% 13
2024
Q4 		$3.51M Buy
14,002
+4,922
+54% +$1.16M 2.89% 11
2024
Q3 		$2.12M Buy
9,080
+800
+10% +$179K 1.8% 15
2024
Q2 		$1.74M Sell
8,280
-1,910
-19% -$356K 1.64% 17
2024
Q1 		$1.75M Buy
10,190
+22
+0.2% +$4K 1.68% 15
2023
Q4 		$1.96M Buy
+10,168
New +$1.88M 2.07% 14

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

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

Muirfield Wealth Advisors reduced its Apple (AAPL) stake by 1.7% in Q2 2026, selling an estimated $58.1K and leaving 11,598 shares worth $3.36M. The position accounts for 2.19% of the portfolio, ranked #15.

Muirfield Wealth Advisors first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.51M in Q4 2024. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Muirfield Wealth Advisors held 11,598 shares of Apple worth $3.36M as of Q2 2026.
  • Muirfield Wealth Advisors sold 203 Apple shares in Q2 2026, an estimated $58.1K.
  • Apple made up 2.19% of Muirfield Wealth Advisors's portfolio in Q2 2026, its #15 holding.
  • Muirfield Wealth Advisors first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • Muirfield Wealth Advisors's Apple position peaked at $3.51M in Q4 2024.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Muirfield Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.