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Navigoe Wealth Management’s Apple AAPL Stock Holding History

Navigoe 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 		$5.07M Buy
17,530
+972
+6% +$278K 2.65% 15
2026
Q1 		$4.2M Sell
16,558
-166
-1% -$43.2K 2.48% 15
2025
Q4 		$4.55M Sell
16,724
-119
-0.7% -$31.9K 2.81% 13
2025
Q3 		$4.29M Sell
16,843
-75
-0.4% -$16.9K 2.74% 14
2025
Q2 		$3.47M Buy
16,918
+6,869
+68% +$1.39M 2.62% 15
2025
Q1 		$2.23M Buy
10,049
+90
+0.9% +$20.9K 1.93% 16
2024
Q4 		$2.49M Buy
+9,959
New +$2.35M 2.43% 12

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

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

Navigoe Wealth Management increased its Apple (AAPL) stake by 5.9% in Q2 2026, buying an estimated $278K and bringing the position to 17,530 shares worth $5.07M. The position accounts for 2.65% of the portfolio, ranked #15.

Navigoe Wealth Management first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 6,096 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Navigoe Wealth Management held 17,530 shares of Apple worth $5.07M as of Q2 2026.
  • Navigoe Wealth Management bought 972 Apple shares in Q2 2026, an estimated $278K.
  • Apple made up 2.65% of Navigoe Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Navigoe Wealth Management first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 6,096 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.