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Navis Wealth Advisors’s Apple AAPL Stock Holding History

Navis 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 		$889K Buy
3,073
+108
+4% +$30.9K 0.34% 63
2026
Q1 		$752K Sell
2,965
-570
-16% -$148K 0.38% 70
2025
Q4 		$961K Buy
3,535
+734
+26% +$197K 0.41% 53
2025
Q3 		$713K Buy
2,801
+35
+1% +$7.91K 0.53% 41
2025
Q2 		$568K Buy
2,766
+273
+11% +$55.1K 0.48% 47
2025
Q1 		$554K Buy
2,493
+106
+4% +$24.6K 0.54% 40
2024
Q4 		$598K Buy
2,387
+61
+3% +$14.4K 0.65% 36
2024
Q3 		$542K Buy
2,326
+174
+8% +$38.9K 0.59% 41
2024
Q2 		$453K Buy
2,152
+186
+9% +$34.7K 0.52% 44
2024
Q1 		$337K Sell
1,966
-32
-2% -$5.82K 0.4% 58
2023
Q4 		$385K Sell
1,998
-47
-2% -$8.68K 0.5% 47
2023
Q3 		$350K Hold
2,045
– – 0.51% 46
2023
Q2 		$397K Buy
+2,045
New +$356K 0.36% 43
2022
Q1 		– Sell
-1,470
Closed -$261K – 105
2021
Q4 		$261K Sell
1,470
-47
-3% -$7.43K 0.22% 92
2021
Q3 		$215K Hold
1,517
– – 0.15% 118
2021
Q2 		$208K Sell
1,517
-588
-28% -$76.2K 0.17% 96
2021
Q1 		$257K Sell
2,105
-170
-7% -$21.8K 0.2% 90
2020
Q4 		$302K Buy
+2,275
New +$274K 0.27% 66

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

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

Navis Wealth Advisors increased its Apple (AAPL) stake by 3.6% in Q2 2026, buying an estimated $30.9K and bringing the position to 3,073 shares worth $889K. The position accounts for 0.34% of the portfolio, ranked #63.

Navis Wealth Advisors first reported a position in AAPL in Q4 2020 and has held it in 18 quarters since. The position peaked at $961K in Q4 2025. 6,093 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Navis Wealth Advisors held 3,073 shares of Apple worth $889K as of Q2 2026.
  • Navis Wealth Advisors bought 108 Apple shares in Q2 2026, an estimated $30.9K.
  • Apple made up 0.34% of Navis Wealth Advisors's portfolio in Q2 2026, its #63 holding.
  • Navis Wealth Advisors first reported a position in Apple in Q4 2020 and has held it in 18 quarters since.
  • Navis Wealth Advisors's Apple position peaked at $961K in Q4 2025.
  • 6,093 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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