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NBZ Investment Advisors’s Apple AAPL Stock Holding History

NBZ Investment 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 		$4.42M Buy
15,287
+2,206
+17% +$631K 1.72% 16
2026
Q1 		$3.32M Buy
13,081
+1,400
+12% +$364K 1.45% 16
2025
Q4 		$3.18M Sell
11,681
-2,196
-16% -$590K 1.38% 16
2025
Q3 		$3.53M Buy
13,877
+2,581
+23% +$583K 1.84% 13
2025
Q2 		$2.32M Sell
11,296
-2,458
-18% -$496K 1.32% 17
2025
Q1 		$3.06M Buy
13,754
+2,027
+17% +$470K 1.76% 16
2024
Q4 		$2.94M Buy
+11,727
New +$2.76M 1.64% 13

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

NBZ Investment Advisors's AAPL Position: Q2 2026 in Review

NBZ Investment Advisors increased its Apple (AAPL) stake by 17% in Q2 2026, buying an estimated $631K and bringing the position to 15,287 shares worth $4.42M. The position accounts for 1.72% of the portfolio, ranked #16.

NBZ Investment Advisors first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 6,126 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • NBZ Investment Advisors held 15,287 shares of Apple worth $4.42M as of Q2 2026.
  • NBZ Investment Advisors bought 2,206 Apple shares in Q2 2026, an estimated $631K.
  • Apple made up 1.72% of NBZ Investment Advisors's portfolio in Q2 2026, its #16 holding.
  • NBZ Investment Advisors first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 6,126 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on NBZ Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.