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New Dimensions Wealth Management’s Apple AAPL Stock Holding History

New Dimensions 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 		$251K Buy
868
+44
+5% +$12.6K 0.19% 19
2026
Q1 		$209K Sell
824
-39
-5% -$10.2K 0.18% 20
2025
Q4 		$235K Sell
863
-13
-1% -$3.49K 0.2% 20
2025
Q3 		$223K Buy
+876
New +$198K 0.2% 20
2025
Q2 		– Sell
-920
Closed -$204K – 20
2025
Q1 		$204K Buy
+920
New +$213K 0.2% 19

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

New Dimensions Wealth Management's AAPL Position: Q2 2026 in Review

New Dimensions Wealth Management increased its Apple (AAPL) stake by 5.3% in Q2 2026, buying an estimated $12.6K and bringing the position to 868 shares worth $251K. The position accounts for 0.19% of the portfolio, ranked #19.

New Dimensions Wealth Management first reported a position in AAPL in Q1 2025 and has held it in 5 quarters since. 6,130 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • New Dimensions Wealth Management held 868 shares of Apple worth $251K as of Q2 2026.
  • New Dimensions Wealth Management bought 44 Apple shares in Q2 2026, an estimated $12.6K.
  • Apple made up 0.19% of New Dimensions Wealth Management's portfolio in Q2 2026, its #19 holding.
  • New Dimensions Wealth Management first reported a position in Apple in Q1 2025 and has held it in 5 quarters since.
  • 6,130 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on New Dimensions Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.