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NDWM LLC’s Apple AAPL Stock Holding History

NDWM LLC’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 		$1.06M Buy
3,663
+131
+4% +$37.5K 0.62% 25
2026
Q1 		$896K Sell
3,532
-58
-2% -$15.1K 0.58% 25
2025
Q4 		$976K Buy
3,590
+7
+0.2% +$1.88K 0.65% 22
2025
Q3 		$912K Buy
3,583
+197
+6% +$44.5K 0.62% 22
2025
Q2 		$695K Buy
3,386
+22
+0.7% +$4.44K 0.51% 21
2025
Q1 		$747K Buy
3,364
+44
+1% +$10.2K 0.73% 18
2024
Q4 		$831K Buy
3,320
+2
+0.1% +$471 0.69% 19
2024
Q3 		$773K Buy
3,318
+3
+0.1% +$670 0.64% 18
2024
Q2 		$698K Buy
3,315
+4
+0.1% +$746 0.62% 16
2024
Q1 		$568K Buy
3,311
+1
+0% +$182 0.52% 21
2023
Q4 		$637K Buy
+3,310
New +$611K 0.61% 18

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

NDWM LLC's AAPL Position: Q2 2026 in Review

NDWM LLC increased its Apple (AAPL) stake by 3.7% in Q2 2026, buying an estimated $37.5K and bringing the position to 3,663 shares worth $1.06M. The position accounts for 0.62% of the portfolio, ranked #25.

NDWM LLC first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • NDWM LLC held 3,663 shares of Apple worth $1.06M as of Q2 2026.
  • NDWM LLC bought 131 Apple shares in Q2 2026, an estimated $37.5K.
  • Apple made up 0.62% of NDWM LLC's portfolio in Q2 2026, its #25 holding.
  • NDWM LLC first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on NDWM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.