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Net Worth Advisory Group’s Apple AAPL Stock Holding History

Net Worth Advisory Group’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 		$5.95M Sell
20,578
-37,280
-64% -$10.7M 1.5% 10
2026
Q1 		$14.7M Buy
57,858
+2,544
+5% +$662K 3.04% 3
2025
Q4 		$15M Buy
55,314
+42,102
+319% +$11.3M 3.04% 1
2025
Q3 		$3.36M Sell
13,212
-37,084
-74% -$8.38M 0.97% 15
2025
Q2 		$10.3M Buy
50,296
+37,979
+308% +$7.67M 2.29% 8
2025
Q1 		$2.74M Buy
12,317
+723
+6% +$167K 0.86% 16
2024
Q4 		$2.9M Sell
11,594
-1,019
-8% -$240K 0.88% 17
2024
Q3 		$2.94M Buy
+12,613
New +$2.82M 0.87% 16

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

Net Worth Advisory Group's AAPL Position: Q2 2026 in Review

Net Worth Advisory Group reduced its Apple (AAPL) stake by 64% in Q2 2026, selling an estimated $10.7M and leaving 20,578 shares worth $5.95M. The position accounts for 1.5% of the portfolio, ranked #10.

Net Worth Advisory Group first reported a position in AAPL in Q3 2024 and has held it in 8 quarters since. The position peaked at $15M in Q4 2025. 6,095 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Net Worth Advisory Group held 20,578 shares of Apple worth $5.95M as of Q2 2026.
  • Net Worth Advisory Group sold 37,280 Apple shares in Q2 2026, an estimated $10.7M.
  • Apple made up 1.5% of Net Worth Advisory Group's portfolio in Q2 2026, its #10 holding.
  • Net Worth Advisory Group first reported a position in Apple in Q3 2024 and has held it in 8 quarters since.
  • Net Worth Advisory Group's Apple position peaked at $15M in Q4 2025.
  • 6,095 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.